Job Purpose
Personally manages Medicaid and VA client caseload in Elder Law Office, guiding clients through the planning and application process to make obtaining benefits as efficient and problem-fee as possible.
Duties and Responsibilities
· Review new public benefit cases (Medicaid/Veterans Administration) as they come in.
· Meet with attorney managing public benefits cases, elder care coordinator assigned to the case, and clients on strategy and implement the plan designed by the Attorney managing the case for the client – delegate to client as client may tolerate.
· Obtain information needed for Medicaid/VA application, e.g., research assets, income information, determine whether spend down requirements have been met.
· Prepare paperwork to sell or transfer assets, including beneficiary designations, pay on death, transfer on death, deeds, etc.
· Research bank accounts, health insurance premiums, stock valuations, property valuations, etc. and assist clients in gathering documents.
· Process resource assessments.
· Follow up with Medicaid office to ensure all paperwork is received, answer questions from Caseworkers, comply with requests and negotiate with Medicaid office as needed.
· Represent clients at Initial Hearings and Fair Hearings.
· Interface with nursing homes regarding the status of the Medicaid application.
· Redeterminations as needed for clients that have renewed.
· Handle any Medicaid-related issues for Medicaid beneficiaries, billing issues, unexpected Medicaid terminations and client questions as they arise.
· Obtain information needed for VA applications; complete same; and follow up on status.
· Communicate with clients, financial institutions, and other professionals.
· Draft letters and invoices.
· Enter all client info into system for document preparation.
Job Type: Full-time
Pay: Up to $60,000.00 per year
Benefits:
Schedule:
Ability to commute/relocate:
Education:
Experience:
Work Location: One location
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