EMPLOYMENT STATUS: Non-Exempt (Hourly)
REPORTS TO: Family Services Director
SUPERVISION: None
POSITION SUMMARY
The Case Manager provides direct support to clients by assessing their needs, developing
individualized service plans, and connecting them with internal and external resources.
This role includes advocacy, referrals, and wraparound services to support clients in
achieving self-sufficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Conduct intake interviews and comprehensive needs assessments to determine
  client eligibility and service requirements.
• Collaborate with clients to set realistic goals and create written service plans.
• Provide ongoing case management, including regular check-ins, office visits, off-site
  visits, and client transport when necessary.
• Facilitate individual and group sessions, with a focus on financial education and
  self-sufficiency.
• Maintain accurate, up-to-date client records and documentation in both physical
  files and electronic systems.
• Regularly update case notes to reflect client progress and plan modifications.
• Build and maintain relationships with external service providers; stay informed of
  their eligibility criteria and resources.
• Ensure timely and accurate data entry into client management systems.
• Uphold client confidentiality and demonstrate discretion in handling sensitive
  information.
• Perform other related duties as assigned.
  REQUIRED SKILLS AND QUALIFICATIONS
• Experience in human services, case management, or related administrative or
  client-facing roles.
• Strong interpersonal and communication skills; ability to interact effectively with
  individuals from diverse backgrounds.
• Ability to manage conflict and deliver information with empathy, professionalism,
  and clarity.
• Excellent writing, documentation, and organizational skills.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and basic
  office equipment.
• Able to work independently, manage time effectively, and maintain confidentiality.
• Strong attention to detail and basic mathematical skills.
  EDUCATION AND EXPERIENCE
• Preferred: Bachelor’s degree in Human Services, Social Work, or related field.
• Considered: Associate degree or relevant experience in case management, social
  services, administrative support, or customer service in a nonprofit or human
  services setting.
  About Community Action of Greater Indianapolis:
  Community Action of Greater Indianapolis, Inc. (CAGI) is a nonprofit organization
  dedicated to the reduction and ultimate elimination of poverty among the clients in its
  service area. Currently, we served more than 40,000 households and 100,000 residents of
  Boone, Hamilton, Hendricks, Marion and Tipton Counties in Indiana. CAGI has pursued its
  mission since its incorporation in 1965, and the constellation of services we provide has
  grown and evolved as the shape and face of poverty has changed and the needs of our
  clients have changed. We are proud to be among the more than 1,000 Community Action
  Agencies in the country striving to achieve such outcomes for our constituents