Coast Guard Mutual Assistance (CGMA)
Location: Fully remote (U.S.-based), with occasional travel
Engagement Type: Independent Contractor (1099)
Compensation: $31.25 per hour (approximately 40 hours per week); no benefits provided
About CGMA
Coast Guard Mutual Assistance is the official relief society of the U.S. Coast Guard. We provide financial assistance, education, and support to Coast Guard active duty and reserve members, retirees, civilian employees, and their families. Our mission is to help the Coast Guard community through times of need with compassion, speed, and respect.
Summary
CGMA seeks an independent contractor to provide case assistance services supporting our Operations team. The contractor will engage directly with Coast Guard members, families, and CGMA Representatives. They will process financial assistance cases from intake through resolution in line with CGMA program guidelines, and prepare complex cases for review by CGMA Case Managers.
Scope of Services
● Case Processing: Review, evaluate, and approve routine financial assistance requests within delegated approval limits and CGMA program guidelines, from intake through decision and disbursement request.
● Complex Case Preparation: Research and assemble complex or above-limit cases, including verified documentation and a summary of client needs, for CGMA Case Manager review.
● Client Engagement: Communicate with members and families professionally, accurately, and with empathy throughout the life of their case.
● Needs Assessment: Interview clients to understand their financial situation, identify applicable CGMA programs, and refer clients to other Coast Guard and community resources.
● Representative Support: Respond to program and procedure questions from CGMA Representatives and field volunteers.
● Documentation: Keep accurate, complete, and confidential case records in CGMA's case management system (Salesforce) that meet CGMA documentation and audit standards.
● Follow-Up and Resolution: Track case status, communicate decisions to clients, and coordinate with
CGMA Finance on disbursements and repayment arrangements.
● Escalation: Refer urgent, sensitive, or unusual situations promptly to a Senior Case Manager.
● Confidentiality: Protect sensitive personal and financial information in compliance with CGMA privacy and data security requirements.
Qualifications
Required
● Strong verbal and written communication skills
● A compassionate, patient, and professional manner, including with clients under stress
● Sound judgment and the ability to apply program guidelines consistently
● Strong attention to detail and accuracy in documentation
● Ability to manage a steady caseload and meet agreed turnaround times
● Proficiency with computers, email, video meetings, and web-based systems
Preferred
● Background with the U.S. Coast Guard or the broader military community (active duty, reserve, retired,
veteran, or family member)
● Experience as a Coast Guard Ombudsman or with military family support programs
● Familiarity with Coast Guard Work-Life programs, Family Resource Specialists, or similar support services
● Experience in case work, social services, financial services, customer service, or nonprofit work
● Basic understanding of household budgets and financial documents (such as leave and earnings statements)
● Experience with Salesforce or other CRM or case management systems
No prior case management experience is required. CGMA will provide orientation on its programs,
guidelines, and systems.
Terms
● Engagement anticipates approximately 40 hours per week
● CGMA provides a computer for use during the engagement
● Travel 1–2 times per year to support major CGMA events in the DC area or to accompany the CGMA team on visits to Coast Guard units; travel expenses reimbursed per CGMA policy
● Contractor provides their own phone, reliable high-speed internet, and a private workspace suitable for confidential calls
● Contractor is responsible for their own taxes, insurance, and business expenses
● No employee benefits (health, retirement, paid leave, or holidays) are provided
● Engagement is governed by a written independent contractor agreement, including confidentiality and data security terms
How to Apply
Email your resume and a brief cover letter to resume@mycgma.org with "Case Assistant" in the subject line. Deadline to apply is October 21, 2026.
CGMA values diversity and welcomes applicants from all backgrounds. Veterans, military spouses, and members of the Coast Guard community are encouraged to apply.