Senior Assistant, Case Management

We are seeking a talented individual for a Sr Assistant Case Management role who is responsible for processing all probate and estate functions involving several state Medicaid beneficiaries or deceased
Medicaid beneficiaries. This includes intake maintenance claims review and
selection asset investigation court filings and deadline management settlement and other
related functions to the case.
Essential Responsibilities
Effectively maintain and manage a variety of cases with current and accurate notes from
creation to recovery
Maintain a daily system of providing timely and accurate information required to move
cases through the case management workflow.
Daily telephone contact with counterparties including attorneys Personal
Representatives and family members
Confirm documentation of eligibility for beneficiaries.
Conduct all case document review and updates as needed.
Confirm and validate Estate Recovery eligibility probate and asset research.
Interact professionally (i.e. on incoming and outgoing calls and correspondence) with
attorneys court staff recipients and family members and client.
Prepare sign and notarize required correspondence liens claims and other related
documents to progress the case to recovery.
Negotiate and compromise claim/lien settlement amounts per contract guidelines.
Process all claim/lien disputes and review claims with attorneys and other stakeholders.
Conduct outgoing periodic follow up on case status and payment.
Perform basic and advanced levels of document review to identify current case status
legal research and case management and ensure case progress through workflow
Prioritize case events and critical case payment/recovery issues while meeting various
internal and legal deadlines that are revenue impacting.
Compile analyze and make conclusions about case information and status from multiple
sources.
Meet department objective standards for Customer Service.
Complete periodic reports for management when necessary.
Ensure all processes meet HIPAA and Government security requirements with regards to
sharing/storage/PHI (Personal Health Information).
May serve as an escalation point for project team
Training responsibilities limited to projects and specific tasks
Non-Essential Responsibilities
Performs other functions as assigned
Knowledge Skills and Abilities
Ability to interact with all levels of people both internally and externally in a professional
manner.
Ability to be careful and thorough about detail including with cite-checking and proofreading skills.
Ability to read real estate documents i.e. deeds assessor records
Ability to read and interpret legal documents
Ability to understand prepare and sign Probate claims and Liens
Ability to Notarize documents weekly in office
Ability to multi-task and prioritize effectively.
Ability to work proficiently with Microsoft Office PowerPoint Word and Excel required
Ability to work independently to meet objectives metrics SLA s and Quality
Ability to analyze information and use logic to address work-related issues and problems.
Ability to perform presentations with good quality.
Ability to perform well in team environment to achieve business goals.
Ability to maintain a high level of confidentiality and ethics.
Ability to handle pressure and manage deadline oriented project demands and legal
deadlines
Work Conditions and Physical Demands
Primarily sedentary work in a general office environment this is an in office position
with the ability to work hybrid from home once training and performance standards are
met and depending on business needs and supervisor approval.
Ability to communicate and exchange information
Ability to comprehend and interpret documents and data
Requires occasional standing walking lifting and moving objects (up to 30 lbs.)
Requires manual dexterity to use computer telephone and peripherals
May be required to work extended hours for special business needs
May be required to travel to courts post office etc. based on business needs
Minimum Education
Bachelors degree preferred
Certifications (Required/Desired)
Paralegal degree or certificate desired

Minimum Related Work Experience
5 years relevant experience. OR 3 year of HMS experience and 2 years of relevant experience
Experience in a Legal office Medicaid office or environment a plus; paralegal or legal assistant
and/or experience in state government or the insurance industry (casualty or health
insurance/Medicaid) a plus
Knowledge of Microsoft Word and Excel required.
Basic knowledge of Microsoft Access preferred.
Medicaid and/or Medicare knowledge preferred.
Bilingual (Spanish & English) a plus.

Medicaid Real Estate Legal Investigations Collections or Subrogation experience.

The position will be searching for probate cases and verifying real property for us to file claims in estates on behalf of Medicaid.
They will need to be able to read assessor documents property deeds and have court documents.
If they are already a notary that is a plus but if not be willing to take the tests and become a notary (we pay).
High attention to detail no problem answering the phone and making outgoing calls speaking with court clerks attorneys and family members who may be upset to learn about the claim and walking them through the next steps of either needing to open probate or applying for a waiver/exclusion due to specific allowed situations.
They need to have a high attention to detail be comfortable working in a metrics driven environment (i.e. performance based reviews based on meeting SLAs and casework goals) and comfortable with constructive criticism as this is a niche position and we will have significant training. We do not expect anyone to know the position right away or even get everything correct right away but they need to be open to coaching so we can help them succeed.