Disability Benefits Specialist

Position Summary

The Disability Benefits Specialist is responsible for assisting individuals experiencing homelessness in accessing and securing disability income benefits, including Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), to promote financial stability, independence, and long-term housing success. This role provides comprehensive, field-based advocacy and support throughout the benefits application process, including assessing eligibility, gathering medical and supporting documentation, preparing and submitting applications, coordinating with healthcare providers and community partners, and conducting ongoing follow-up to address barriers and support successful outcomes.

Working within a Housing First and Harm Reduction framework, the Disability Benefits Specialist utilizes the SSI/SSDI Outreach, Access, and Recovery (SOAR) model to strengthen applications, improve approval outcomes, and connect individuals with critical income resources. This position collaborates closely with interdisciplinary teams, healthcare providers, social service agencies, and other community partners to ensure coordinated, individualized, and person-centered support. In alignment with Friendship Shelter’s values, the Disability Benefits Specialist approaches each individual with compassion and acceptance, recognizing their inherent worth and respecting their unique circumstances and path toward stability. The role promotes empowerment by supporting individuals in navigating complex systems and advocating for their needs, demonstrates responsibility and integrity through accurate documentation, ethical advocacy, and consistent follow-through, and applies creativity and flexibility to overcome barriers and adapt to changing client needs. Through collaboration, open communication, and community partnerships, this position helps individuals access essential benefits and build a foundation for greater self-sufficiency, housing stability, and long-term well-being.

Essential Job Duties and Responsibilities

Benefits Advocacy & Case Support

• Provide field-based benefit advocacy services, including client assessment, documentation gathering, application preparation, submission, and follow-up (including appeals)
• Guide clients through the SSI/SSDI application process while promoting dignity, respect, and self-determination
• Utilize the SOAR model, including completion of Medical Summary Reports, to improve application outcomes
• Coordinate with interdisciplinary team members to align benefits advocacy with housing and service plans

Documentation & Records Coordination

• Request, obtain, and organize medical, behavioral health, and other supporting records necessary for comprehensive applications
• Collaborate with current and previous providers to strengthen application documentation
• Maintain accurate, complete, and timely records of all applications, appeals, and client interactions
• Ensure compliance with agency, contract, and data system requirements (e.g., HMIS, CalOptima Connect)

Client Support & Engagement 

• Accompany clients to appointments, including medical, Social Security Administration (SSA), and hearings as needed
• Provide transportation support to facilitate access to required services
• Communicate regularly with clients and staff regarding application status and next steps
• Build trusting, professional relationships with clients and community partners

Collaboration & Team Participation

• Participate in case conferences, team meetings, and program discussions
• Maintain strong working relationships with internal staff, partner agencies, and service providers
• Support coordinated service delivery across programs

Additional Responsibilities

Perform other duties as assigned to support program operations and client success

Supervisory Responsibilities 

Direct Reports

   - This position does not have supervisory responsibilities for direct reports

Indirect Reports

-  This position does not have guidance or mentoring responsibilities for indirect reports

Driving Requirements

- Driving is an essential duty or function of this job. 

- Drive up to 50%

Minimum Qualifications 

The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job.

• Experience assisting with disability benefit applications (SSI, SSDI, or similar)
• SOAR certification preferred
• Experience working with individuals experiencing homelessness, mental illness, substance use disorders, or other disabling conditions
• Valid driver’s license, reliable vehicle, and current insurance
• Familiarity with Orange County Continuum of Care preferred
• Commitment to serving vulnerable populations and supporting housing stability

Skills, Knowledge and Abilities 

• Knowledge of SSI/SSDI application processes and SOAR methodology
• Understanding of Housing First, Harm Reduction, and client-centered service models
• Strong organizational and documentation skills, including detailed report writing
• Ability to manage multiple cases and deadlines in a fast-paced environment
• Strong communication and interpersonal skills
• Ability to navigate social service systems (e.g., Medi-Cal, CalOptima, SSA, General Relief)
• Conflict resolution and de-escalation skills
• Ability to exercise sound judgment and maintain confidentiality
• Proficiency in Microsoft Office and data systems

Environmental & Physical Requirements 

Office / Field Non-Sedentary Requirements 

The employee must be able to perform the essential functions of the job out in the field and at the administrative office.  Work will be performed in shared spaces within the office environment and will involve interaction with clients out in the field. Typically requires the ability to spend 66%+ hours each workday doing the following activities: stand or sit for extended periods of time, walk, bend, stoop, or climb.  May require the ability to lift and/or push up to 25 pounds 33% - 66% of the time.  Driving personal vehicle during work hours is required.

Additional Information Regarding Friendship Shelter Job Duties and Job Descriptions 

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. 

Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes.  Regardless of any such estimate, schedule, or guideline, employees must always record all time worked for our company (which includes but is not limited to on-site work time at a shelter, office, or other work location; required waiting time; administrative time; and work-related travel time).