What are the responsibilities and job description for the Medicaid Planner position at Van Dyck Law?
This position works closely with other key staff for the facilitation of all aspects of long-term care planning, case management, and Medicaid planning. The scope of this role is primarily focused around supporting clients through the complicated Medicaid application process.
Critical features of this job are described under the headings below. They may be subject to change at any time due to reasonable accommodation or other reasons.
Essential Duties and Responsibilities*
Facilitating a client’s plan for and submitting an individual’s Medicaid application for long-term care assistance.
Assess the applicant’s household and financial situation to identify the best path to eligibility.
Oversee client requests and ensure that the client’s needs and questions are responded to in a timely manner.
Communicate directly with Medicaid agencies and caseworkers.
Conduct state and county-specific research related to Medicaid application laws, requirements and procedures.
Attend appointments with the attorneys and interact with clients and referral sources serving as witness and/or notary during signing appointments.
Work to make client satisfaction a top priority, finding quick resolution to client complaints and concerns.
Perform general operational tasks including but not limited to answering the phone and forwarding messages, copying, scanning, mailings and postage, assisting drop-in clients, filing paperwork, handling voice mail messages, etc., all according to Firm policies and procedures.
Maintain confidentiality of all client and personnel information in accordance with Van Dyck Law.
Alerting the owner to potential threats to the success of the firm.
Perform any other duties assigned by supervisor
Qualifications
High school diploma or equivalent degree is required.
Experience and knowledge of Medicaid eligibility and long-term care benefits preferred.
Ability to prioritize and manage several milestones and projects efficiently.
Experience with understanding financial statements, financial assets, and bank statements.
Professional written and verbal skills are essential when communicating with clients.
Must be able to work independently and as part of a team.
Should be resourceful and be a proactive problem solver.
Compensation based on experience
About Van Dyck Law LLC
Van Dyck Law LLC is an Estate Planning and Elder Care law firm committed to personal service using legal tools and techniques that suit each individual's needs, goals and personal situation. Our three core values are treating others as family, being with clients every step of the way, and protecting clients and their loved ones based on their ideals. We are a small firm that prides itself on a positive work/life balance and positive culture that offers competitive pay and benefits.
