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Medicaid Specialist

Eldercare Resource Planning

Medicaid Specialist

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Come join the remote work revolution! 

    Eldercare Resource Planning is rapidly expanding and looking for new team members to join our growing company! We offer a remote-based work culture allowing you to work from own home office. All of our team members work on a 1099 contact basis. 

    Who are we? 

    Here at Eldercare Resource Planning, we are a team of Medicaid Planning professionals dedicated to improving the quality of life for elders and their families. We help families navigate through the Medicaid application process, from start to finish, to achieve financial assistance for long-term care. Come visit us at https://www.eldercareresourceplanning.org/

    About the role: 

    We are seeking a Medicaid Specialist who will play a vital role in the company by working closely with the clients to plan for and submit an individual’s Medicaid application for long-term care assistance. The position requires a resourceful, self-directed team player capable of handling multiple tasks, including research, meeting with and communicating with clients via email/phone, collecting required application materials and drafting documents. This person will be supported by an Administrative Assistant and will report to the Medicaid Team Manager. 

    Job description: 

    The goal of the Medicaid Specialist is to facilitate the successful approval of an individual’s Medicaid application. The Medicaid Specialist will be expected to learn the federal, state and county eligibility guidelines for Medicaid long-term care benefits. The position requires detailed attention to project management as well as providing the best possible experience for the client. 

    Daily responsibilities include: 

    • Responsible for the Medicaid planning management of a caseload of Applicants 

    • Facilitate the onboarding of new clients by reviewing their Intake Questionnaire, completing financial calculations and conducting the client Intake call 

    • Assess the Applicant’s household and financial situation to identify the best path to eligibility 

    • Oversee all client requests and ensure that the client’s needs and questions are responded to in a timely manner 

    • Work with the client, and other team members, to develop a comprehensive eligibility strategy 

    • Conduct state and county-specific research related to Medicaid application procedures 

    • Collect required Medicaid documents from the client (pdfs, jpegs and other electronic files) 

    • Complete forms, draft documents, and submit required application paperwork 

    • Send and receive faxed documents electronically 

    • Schedule appointments utilizing Google Calendar 

    • Delegate and manage tasks for the Administrative Assistant 

    • Communicate directly with Medicaid agencies and caseworkers 

    • Receive and send “snail mail” using online mail services 

    • Follow company policies to ensure client information is transmitted securely 

    • Attend weekly Medicaid team meetings to stay informed about processes and procedures 

    • May provide other tasks as needed

     

  • Qualifications

    Qualifications

    Qualifications: 

    • High school diploma or equivalent degree is required

    • Ability to prioritize and manage several milestones and projects efficiently

    • Experience with understanding financial statements, financial assets, bank statements and work in Microsoft excel strongly preferred

    • Professional written and verbal skills are essential when communicating with clients

    • Ability to navigate in an Entrepreneurial environment, able to roll with the punches

    • Ability to work independently as a remote team member

    • A resourceful and proactive problem solver 

    • Ability to work well with a team to promote company initiatives

    Additional Information

    All your information will be kept confidential according to EEO guidelines.