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Lead Personal Agent

Job ID 19000O23
Lead Personal Agent
Primary Location: United States-OR-ORSalem
Function:Program Services Coordination/Case Management


MENTOR Oregon is looking for a Lead Personal Agent/ Case Manager in Salem, OR.  The Lead Personal Agent trains, supervises, and monitors Personal Agents to support them to be successful in their jobs.  The Lead Personal Agent works cooperatively as part of the brokerage management team.  The Lead Personal Agent contributes to the analysis of staff trends, policy development, and to the general improvement and overall functioning of the brokerage.  


Responsibilities include:    
  • Directly supervises 6 full-time Personal Agent/Case Managers (PAs)
  • Reviews and provides feedback on a sample of supervisees’ billable progress notes each month
  • Responsible for hiring, onboarding and ongoing training for PA staff
  • Reviews all ISPs, Service Agreements and Adult Needs Assessments completed by PA supervisees for accuracy and completeness
  • Completes quality assurance activities to monitor PA performance and to identify training needs;
  • Reviews and helps to complete Crisis Entry Summary form and other Crisis documents for all supervisees; provides process support and oversight to PAs
  • Reviews and submits Exception Requests to the ODDS Exceptions Committee, coordinates on additional information requests
  • Helps as a member of the Brokerage Management Team to implement systemic changes to policy and practice
  • Participates in regular internal and external meetings as part of the Brokerage Leadership Team


  • An undergraduate degree in a human services field
  • At least 3 years of case management experience
  • Brokerage knowledge and knowledge of the public service system for developmental disability services in Oregon required.
  • Supervisory experience is highly preferred
  • Excellent written and oral communication skills
  • Strong interpersonal skills and experience in mediation or conflict resolution
  • Proficiency with Microsoft Office computer programs
  • Proficiency in basic math skills, and the ability to apply them to budgetary and other planning functions
What we offer you:
  • Full compensation/benefits package
  • 401(k) with company matching (pending eligibility requirements)
  • A rewarding work environment with an incredible team of co-workers
  • Paid training with access to jobs throughout our nation-wide Network
  • Mileage reimbursement
  • Paid Time Off, Holiday pay, and Incentive plans based on state performance
  • Family-oriented environment, casual dress, employee events

MENTOR Oregon is a team of abuse aware advocates working toward social justice for all people.
We believe in transparent communication while celebrating differences, achievements, failure, lessons learned and change.
We practice principles of purpose, courage, trust, responsibility and personal growth,
in our work and our relationships, which promote the spirit of service, cooperation and continuous improvement.

Founded in 1980, The MENTOR Network is a national network of local human services providers offering an array of quality, community-based services in more than 30 states to adults and children with intellectual and developmental disabilities, brain and spinal cord injuries and other catastrophic injuries and illnesses, and to youth with emotional, behavioral and medically complex challenges as well as their families.

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  • Program Services Coordination/Case Management, Salem, Oregon, United StatesRemove

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