Special Needs Coordinator

Position:              Special Needs Coordinator                      

Reports to:         Manager, Special Needs Coordinators   

Department:      Securities / Protected Tomorrows                           

Location:             103 Schelter Road, Lincolnshire, IL 60069; In-Office

Classification:    Full-time / Exempt

Summary / Job Objective: The Special Needs Coordinator is responsible for supporting individuals with disabilities and their families by coordinating care, services, and resources that promote long-term well-being, independence, and quality of life. The role focuses on developing and managing individualized care plans, connecting families with appropriate community, medical, and government resources, and collaborating with financial and legal professionals to ensure comprehensive, integrated support.

Essential Job Functions: The essential job functions are to develop and manage individualized care plans for individuals with disabilities, helping families access healthcare, education, community resources, residential and employment opportunities, and government benefits. The role involves coordinating with various professionals, monitoring and adjusting support plans over time, and providing ongoing guidance and advocacy to ensure clients receive comprehensive, well-integrated care and services. 

Primary Responsibilities:

·         Meet with individuals and families to assess needs, goals, and available resources

·         Develop, implement, and manage individualized care and support plans

·         Coordinate access to healthcare, education, community programs, residential and employment options, and government benefits

·         Guide families through eligibility, applications, and disability-related systems

·         Collaborate with financial planners, attorneys, and other professionals to support integrated planning

·         Monitor and update care plans based on changing needs and circumstances

·         Maintain regular communication with families to provide support and guidance

·         Advocate for clients to ensure access to appropriate services and resources

·         Document case activity and ensure compliance with policies and regulations

Qualifications:

·         Bachelor’s degree in Social Work, Psychology, Human Services, Healthcare Administration, or a related field strongly preferred

·         2–5 years of experience in case management, care coordination, disability services, or related roles

·         Knowledge of disability systems, special education services, and government benefit programs (e.g., Medicaid, SSI/SSDI)

·         Strong interpersonal and communication skills for working with families in sensitive situations

·         Experience coordinating services across healthcare, education, and community providers

·         Strong organizational, documentation, and time management skills

·         Ability to advocate effectively on behalf of clients and families

·         Familiarity with person-centered planning approaches (preferred)

·         Ability to work collaboratively with multidisciplinary teams, including financial and legal professionals

·         High level of empathy, professionalism, and ethical judgment

Core Competencies:

·         Client advocacy and empathy: Strong commitment to supporting individuals with disabilities and their families

·         Care coordination expertise: Ability to organize and manage complex, multi-system support plans

·         Extensive knowledge of disability services: Understanding of government benefits, healthcare, and education systems

·         Communication skills: Clear, compassionate communication with families and professionals

·         Collaboration: Effective teamwork across financial, medical, legal, and community partners

·         Problem-solving: Ability to navigate barriers and find practical support solutions

·         Organization and follow-through: Strong case management, documentation, and tracking skills

·         Regulatory awareness: Knowledge of relevant policies, eligibility rules, and compliance requirements

·         Ethical judgment: High standards of confidentiality, professionalism, and integrity

·         Adaptability: Ability to respond to changing client needs and complex situations

·         Technical proficiency, including in CRM

Compensation & Benefits:

Compensation

• Annual base salary – $55,000 - $65,000
• Annual performance bonus target:  5%
• This is an exempt position

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off

Location: 103 Schelter Road, Ste. 10, Lincolnshire, IL 60069

*This role is an in-office position

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.