Full-Time

Benefits Specialist

SOAR

Updated on 9/9/2026

Monarch

Monarch

1,001-5,000 employees

Behavioral health and substance use treatment

Compensation Overview

$19/hr

Raleigh, NC, USA

In Person

Driving and travel may be required.

Bachelor's, Master's

Category
Social & Community Services (1)

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Requirements
  • A minimum of a bachelor's degree is required, with experience requirements dependent upon education.
  • Experience in case management, social services, or healthcare assistance focused on disability benefits or related services for children or adults is required, with 1–4 years depending on education.
  • A valid United States driver's license is required.
  • A Qualified Professional designation under 10A NCAC 27G .0104 is required, with eligibility based on the specified degree and applicable-experience pathways.
  • SOAR Caseworker Certification from the Substance Abuse and Mental Health Services Administration must be obtained and may be obtained upon hire if needed.
  • Knowledge of Social Security Disability Insurance and Supplemental Security Income programs and application processes is not required.
  • The employee must maintain certification in agency, state, and federal training requirements.
  • The employee must demonstrate knowledge of emergency procedures, including preventative and crisis services.
  • The employee must comply with agency policies and procedures and applicable state and federal statutes and regulations.
  • Driving and travel may be required.
Responsibilities
  • Provide initial and ongoing assessment to support identified individuals in accessing and applying for disability benefits.
  • Advocate for individuals and communicate with other providers and natural supports as needed to support benefit applications.
  • Assist individuals in understanding disability-benefit application processes, eligibility criteria, required documentation, and timelines.
  • Provide one-on-one guidance and support in preparing complete and accurate application materials.
  • Gather and submit medical records and other supporting documents required for disability-benefit applications.
  • Organize documents and submit them to the appropriate government agencies.
  • Follow up on application status and assist patients with additional paperwork or required steps.
  • Assist patients in appealing denied claims and guide them through the appeals process.
  • Maintain accurate and confidential records documenting interactions, progress, and application updates.
  • Track and monitor each individual's progress throughout application and appeal processes.
  • Answer questions and clarify concerns regarding the disability-benefits system.
  • Use communication strategies to establish relationships with individuals, staff, coworkers, supervisors, stakeholders, and people important to those receiving services.
  • Identify opportunities for community connections and development or enhancement of natural-support networks.
  • Educate people served about support options and help them access those opportunities.
  • Prepare and submit required reports, documents, assessments, evaluations, and paperwork.
  • Review and sign off on clinical documentation as required.
  • Release confidential information within assigned departments when authorized.
  • Use person-centered approaches and positive-approach strategies when interacting with individuals.
  • Provide customer service and keep individuals supported and informed throughout the disability-application process.
  • Serve as a point of contact for individuals seeking disability-benefits assistance and provide timely updates.
  • Attend and actively participate in required meetings and training.
  • Work with the supervisor on the continual assessment and enhancement of agency services.
  • Follow service-definition guidelines for services provided.
  • Complete other relevant responsibilities assigned by the supervisor.

Monarch NC provides behavioral health services across North Carolina, addressing mental health and substance use disorders. It offers telehealth, crisis intervention, urgent care, and outpatient services to deliver personalized care. The approach combines in-person clinics, telehealth, and crisis support across multiple locations (Asheville, Charlotte, Greensboro) to coordinate care and support recovery. Its goal is to improve clients' mental health by delivering the right level of care tailored to each person and expanding access through integrated services.

Company Size

1,001-5,000

Company Stage

Series A

Total Funding

$23.9M

Headquarters

Albemarle, North Carolina

Founded

1958

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Simplify Jobs

Simplify's Take

What believers are saying

  • North Carolina backed Monarch with a $32.5 million Cabarrus grant and $500,000 Nash allocation.
  • Monarch opened Pittsboro's Chatham Opportunities Center in summer 2026, broadening I/DD capacity.
  • Cabarrus expects Monarch's new behavioral health center to serve 200 youth in 2027.

What critics are saying

  • August 2022 ransomware settlement still exposes Monarch to trust and compliance damage in 2026.
  • Monarch's Concord expansion requires staffing about 150 jobs before mid-2026 opening.
  • North Carolina funding dependence ties Nash County and Cabarrus growth to state appropriations.

What makes Monarch unique

  • Monarch's June 2026 Concord center bundles urgent care, crisis, and residential youth services.
  • Monarch's mobile clinics reach six northeastern counties with on-site and telehealth treatment.
  • Monarch's I/DD and substance-use curriculum uniquely targets underserved patients with developmental disabilities.

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Benefits

Health Insurance

Paid Vacation

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

14%

1 year growth

14%

2 year growth

14%
The Financial Technology Report
Jun 6th, 2025
Monarch Raises $75M, Valued at $850M

Monarch, a personal finance app, raised $75M in a Series B round, valuing the company at $850M. The funding was co-led by FPV Ventures and Forerunner Ventures, with support from Accel, SignalFire, Clocktower Ventures, and Menlo Ventures. Following Intuit's announcement to shut down Mint, Monarch saw a surge in users. The company plans to expand its platform and team, hiring in engineering and marketing across North America.

Businessuite Media Group International
May 23rd, 2025
Fontana Reports $835.9M Gross Profit Growth

Fontana Limited reported a Q3 2025 gross profit of $835.9 million, a 15.2% increase from the previous year, driven by a 15.3% rise in revenue to $2.2 billion. The Monarch acquisition led to a 13.3% increase in operating expenses, mainly due to staffing costs. Operating profit grew 25% to $148.1 million. Finance costs rose 38.4% to $63 million due to foreign exchange losses and loan interest. Net profit increased by 10.6% to $102.8 million, with earnings per share rising to $0.08.

CNBC
May 23rd, 2025
Monarch raises $75M amid fintech downturn

Monarch, a personal finance app, raised $75 million in a Series B round, valuing the company at $850 million. This funding comes amid a challenging period for consumer fintechs. Monarch's growth surged after Mint's closure, as it offers a paid, ad-free service. The round, led by FPV, highlights Monarch's innovative approach to financial planning. Despite a 38% decline in fintech funding, Monarch's success stands out in the current "nuclear winter" for fintech startups.

PR Newswire
Oct 11th, 2023
Monarch Breaks Ground With Free, Online Curriculum For Those With Intellectual Or Developmental Disabilities Struggling With Addiction

ALBEMARLE, N.C., Oct. 11, 2023 /PRNewswire/ -- Monarch has launched "Understanding Addiction and Developmental Disabilities," a first-of-its-kind web-based resource to help an underserved population of people living with intellectual or developmental disabilities (I/DD) and substance use disorders (SUD)."Substance use is often overlooked and people with I/DD are less likely to seek help." - Peggy Terhune, Ph.D. Tweet this Understanding Addiction and Developmental Disabilities, a curriculum developed by Monarch to assist professionals and caregivers in helping those with Intellectual and/or developmental disabilities and substance use disorders, features our hero Eddie learning about the health risks that come from mixing medicines and alcohol, and the importance of taking only the medicines and dosages prescribed by his doctor.The " Understanding Addiction and Developmental Disabilities '' website features screening tools and helpful guides for those who work with individuals with I/DD, such as mental health clinicians and caregivers, guardians or parents and teachers. The free, open-source curriculum consists of 14 animated videos that provide relevant therapeutic information for the person with I/DD and SUD. To learn more, visit understanding.monarchnc.org .Those interested in learning more can attend the "Understanding Addiction and Developmental Disabilities" webinar, a free training for professionals, family members and other caregivers, Friday, Nov. 17, 2023 11 a.m

Roanoke-Chowan News-Herald
Feb 24th, 2023
Monarch’s Mobile Integrated Care Clinic services begin in Bertie and Hertford counties

Monarch, in partnership with Trillium Health Resources, has launched its second Mobile Integrated Care Clinic offering mental health and substance use disorder services to communities within Bertie and Hertford counties.