Medicaid Planning Assistant

About the role

The Medicaid process can be overwhelming for many families, and a social worker plays a vital role in helping them navigate each step with clarity and confidence. In this position, the assistant supports clients through estate planning and long-term care planning, providing high-quality assistance rooted in integrity and excellence.

Responsibilities

• Compile client information and assets into a Client Information and Asset List.
• Aid in trust funding by completing change forms, corresponding with professionals and companies, ensuring changes are made, and following up with clients as needed.
• Attend appointments with the Long-term care planner and/or attorneys and interact with clients and referral sources.
• Serve as a witness and/or notary during signing appointments.
• Prepare, organize, and oversee the Medicaid Application Process, both with new applications and renewals.
• Work with case workers to get Medicaid Applications processed and handled in a timely manner.
• Collaborate with long-term care facility business offices to obtain necessary information, communicate updates on clients' Medicaid or billing status, and address income liabilities.
• Organize, maintain, and search for hard copy and electronic files as requested.
• Prepare and proofread correspondence.
• Answer phone calls, direct callers to appropriate staff members, and email relevant staff members about call-related matters.
• Perform general operational tasks including copying, scanning, mailing, and handling voice mail messages, all according to Firm policies and procedures.
• Ensure client satisfaction by finding quick resolutions to client complaints and concerns.
• Report any potential threats to the firm's success to the Executive Director or Partners.
• Maintain confidentiality of client and personnel information in accordance with firm confidentiality policies and procedures.
• Perform other tasks as assigned by the attorney or Executive Director.

Qualifications

• Bachelor's degree in Business Administration, Management, Communications, social work, or related field (or equivalent work experience).
• 2-3 years experience working in an administrative and professional environment.
• Excellent organizational skills, able to manage multiple tasks and priorities effectively.
• Strong attention to detail and problem-solving abilities.
• Exceptional verbal and written communication skills.
• Proficient in office software, including Microsoft Office Suite and virtual meeting platforms.
• Ability to adapt to a fast-paced, dynamic virtual environment with a positive attitude.
• A high level of professionalism, integrity, and confidentiality.

Benefits

We are committed to serving older adults and their families with dignity, compassion, and practical solutions. Our firm fosters a supportive, team-oriented culture built on mutual respect, accountability, and continuous learning.

Pay

Compensation is based on experience.

Schedule

We offer flexible scheduling to accommodate your needs.

Why Work for Steinbacher, Goodall & Yurchak

We are committed to creating an inclusive environment for all employees and applicants. We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees and applicants.