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Seasonal Open Enrollment Case Manager (PRN) Discovery Point Retreat - 2.1 Dallas, TX Job Details Part-time | Contract $19 - $25 an hour 17 hours ago Qualifications Teamwork Computer literacy HIPAA English Bachelor's degree Clinical documentation

Full Job Description Department:

Clinical Services Reports To:

Executive Director (facility-based); coordinates with the Clinical Director on case coordination and discharge planning, and with the Director of Compliance and Quality Assurance on

HIPAA, 42 CFR

Part 2, and authorization/ROI protocols

FLSA Status:

Non-Exempt, Hourly Location:

Dallas Position Type:

PRN / Seasonal (no guaranteed hours) — October 14, 2026 through December 14, 2026 (approximately 2 months), within the Plan Year 2027 Marketplace Open Enrollment window Job Summary The Seasonal Open Enrollment Case Manager provides critical, time-bound support helping clients plan for 2027 healthcare coverage ahead of and during Marketplace Open Enrollment. Working alongside the clinical and discharge-planning team, this role serves as a liaison between clients, their identified families or financial supporters, and outside insurance brokers or certified enrollment assisters — helping clients organize their financial and coverage picture so they leave treatment with a clear plan for continuity of care. Essential Duties and Responsibilities

• Meet with assigned clients, primarily in person, to assess anticipated 2027 healthcare coverage needs and complete a financial-planning worksheet (income, household size, current coverage, anticipated needs).
• With a valid, current signed authorization/release of information on file, contact the client's identified family members or financial supporters to discuss the client's coverage plan and available financial assistance.
• Provide clients with general, non-plan-specific education about how the Health Insurance Marketplace, premium tax credits, and cost-sharing reductions work, using CMS/HealthCare.gov consumer materials.
• Help clients gather and organize documentation typically required for a Marketplace application or broker meeting (proof of income, household composition, current coverage).
• Refer each client to a Company-approved, licensed insurance broker or CMS-certified Navigator/Certified Application Counselor (CAC) for plan comparison, plan selection, and application submission; document the referral and confirm hand-off.
• Participate in relevant multidisciplinary treatment team discussions to coordinate coverage planning with each client's broader discharge plan.
• Maintain an active caseload tracker; document every client contact, family contact, and referral in the EMR/designated system within 24 hours.
• Escalate any client presenting acute financial distress, safety risk, or clinical concern to clinical staff immediately, per facility protocol.
• Complete required

HIPAA, 42 CFR

Part 2, and confidentiality/ROI training prior to independently meeting with clients, and attend periodic compliance refreshers.

• Ensure compliance with

HIPAA, 42 CFR

Part 2, state regulations, and organizational protocols throughout all client and family contact. Regulatory Scope & Compliance Boundaries To stay within current CMS Marketplace assistance rules and Texas insurance licensing requirements, this position does NOT include:

• Completing or submitting a Marketplace application on a client's or family member's behalf.
• Recommending, comparing, or selecting a specific health insurance plan or carrier.
• Representing oneself as a CMS Navigator, non-Navigator assistance personnel, or Certified Application Counselor (CAC) without current, verifiable certification and written authorization from Company.
• Providing tax, legal, or licensed insurance-producer advice.
• Contacting a client's family member or other third party without a valid, current signed authorization on file. Employees who separately hold a Texas insurance producer license, CAC certification, or Navigator certification must disclose this to their Executive Director and obtain written authorization before relying on that credential in the course of their duties. Qualifications
• Bachelor's degree in Social Work, Psychology, Public Health, or related field preferred; equivalent case management, discharge planning, or benefits-navigation experience will be considered.
• 1-2 years of experience in case management, care coordination, benefits navigation, or discharge planning preferred.
• Experience in behavioral health, substance use treatment, or eating disorder residential settings preferred.
• Working knowledge of ACA Marketplace basics (premium tax credits, cost-sharing reductions, open enrollment timelines), or willingness to complete CMS assister training materials during onboarding.
• Proficiency in EMR systems and documentation standards.
• Strong interpersonal, communication, and problem-solving skills; comfortable having sensitive financial and family conversations with clients in active treatment.
• Bilingual (English/Spanish) a plus.
• CMS Navigator or CAC certification, or Texas insurance producer license, a plus but not required for this referral-based scope.
• Successful completion of a criminal background check and any additional screening required for CDTF-licensed facility access. Competencies
• Advocacy and coordination
• Financial and benefits literacy
• Time management and multitasking
• Cultural humility and compassion
• Professional communication and collaboration
• Regulatory judgment — knowing the boundary between education/referral and licensed advice Work Environment and Physical Requirements
• Facility-based position with frequent client and family interaction; some administrative tasks may be approved for remote completion.
• Regularly works on a computer and communicates via phone, video, and email.
• May require occasional evening availability to accommodate family members' schedules during the peak enrollment window.
• Requires local travel between assigned campuses if covering more than one location.

FLSA Classification This position is Non-Exempt and hourly, and is eligible for overtime under federal and state wage and hour laws for any hours worked beyond 40 in a workweek. This is a PRN, seasonal position; hours are not guaranteed and will fluctuate with client census and enrollment volume.

Pay:

$19.00 - $25.00 per hour

Work Location:

In person