Lead Personal Agent (Lead Case Manager)

Are you passionate about social justice and working with customers from diverse backgrounds and experiences? Are you looking for a job that combines leadership, caseload management, and person-centered service delivery? If so, UCP Oregon might have the perfect opportunity for you!

UCP Oregon helps adults who experience disabilities to live the life of their dreams—whether that’s living independently, working in a great job, or pursuing their interests and hobbies. We encourage a culture of IDEAS (Inclusion, Diversity, Equity, Accessibility, and Support) and are working towards building a diverse and inclusive workforce to represent and empower the community we support. UCP Oregon is seeking a “Lead Personal Agent” (Lead Case Manager) to work in one of our two intellectual/developmental disabilities support services brokerages known as UCP Mentors. Lead Personal Agents are a part of UCP Mentors’ leadership team therefore they will participate in developing quality assurance measures, policies and procedures, and ensure compliance with brokerage state/federal rules and guidelines.

**The deadline for application submissions for the Lead Personal Agent (Lead Case Manager) Position is Friday, 8/1/2025**

As a Lead Personal Agent, you will supervise and support a team of up to 6 Personal Agents. This will include all aspects of supervision, including:

• Filling open Personal Agent positions in collaboration with UCP’s Recruitment Department;
• Training newly hired Personal Agents and implementing on-going training and development;
• Managing schedules and approving payroll and expenses for your team members;
• Supporting excellent performance by communicating expectations, retraining to address any employee challenges, and completing performance evaluations;
• Acting as a resource for your team by proactively evaluating the needs of the customers on their caseloads and problem-solving when necessary; and
• Supporting your team in achieving their professional development goals.

You will also be responsible for improving the overall quality of services delivered by:

• Reviewing, editing, and approving ISPs (Individual Support Plans) and other types of documentation;
• Reviewing incident reports, recommending follow-up, and supporting APS (Adult Protective Services) referrals, if necessary;
• Soliciting and responding to customer feedback; and
• Connecting with external resources to better serve the customers we support at UCP Mentors’ brokerage.

You will be asked to support a minimal caseload or, at times, provide coverage for an absent Personal Agent. This would involve assisting customers (and their families) to:

• Navigate the support services system, including using person-centered planning techniques to assess their needs and develop plans and goals;
• Secure resources and services (in areas such as employment, housing, crisis, and direct support providers); and
• Address their health and safety needs.
• Overall, you’ll have the chance to make a big difference every day, and be a part of a collaborative, fun, and diverse team.

Hours & Location:

• This is a 40-hour a week job. Typical schedule will be Monday through Friday, 8:30am to 5pm but may vary depending on customers’ needs. Additional hours will be required rarely.
• Currently, Lead Personal Agents are working a hybrid remote and office-based model (2 days in office, 3 days working from home). However, during your training period, you will be required to work at our office on a more regular basis. Once you are fully trained, you will have the opportunity to work a hybrid schedule.

To Apply:

• It’s easy to apply! Click the "Apply for this job" button below.
• UCP Oregon is an Equal Opportunity Employer, and actively seeks applicants from diverse backgrounds. UCP considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law. We encourage BIPOC, LGBTQ+ individuals, and people who experience disabilities to apply.
• Find out more about UCP at: https://www.ucpaorwa.org/careers.html

Requirements

• Bachelor’s degree in social services or closely related field and at least 2 years of work experience in developmental disabilities, social services, mental health or a related field; or an Associa