Medicaid Specialist

Job Responsibilities

• Support initial consultations by conducting preliminary assessments, helping clients and their families understand Medicaid eligibility, and collecting relevant financial and personal information to begin case development.
• Aid in the collection, review, and organization of documentation required for Medicaid applications, ensuring materials are accurate, complete, and timely to support more experienced specialists and attorneys.
• Help prepare Medicaid applications under supervision, learning the requirements for state and federal compliance.
• Begin developing skills to identify potential obstacles in the application process.
• Serve as a compassionate and reliable point of contact for clients at the early stages of their planning journey. Provide regular updates and communicate with empathy, escalating complex questions to more senior team members as needed.
• Maintain accurate internal records and follow up on outstanding tasks to ensure forward movement of each case. Learn and follow established workflows and timelines for consistent case handling.
• Participate actively in team meetings and strategy discussions. Shadow and learn from Senior Medicaid Specialist team members to develop advanced planning, strategy, and client management skills.
• Provide essential administrative assistance including case file updates, accurate data entry, and professional document preparation to support the success of the Medicaid team.
• Adhere to legal, ethical, and procedural requirements in all aspects of client service, always maintaining confidentiality and professionalism.
• Perform other responsibilities as assigned by firm leadership to support departmental operations and organizational objectives.