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Eligibility and Planning Specialist

2 months ago

Dallas, Texas, United States GrowthExpertz Full time

About the Job

GrowthExpertz Recruitment Services is seeking a skilled Eligibility and Planning Specialist to join our team. As a specialist in this role, you will be responsible for guiding and supporting clients in achieving eligibility for Medicaid Long Term Care (LTC) benefits.

Key Responsibilities

  • Manage a caseload of clients, ensuring personalized guidance through the Medicaid eligibility and application process.
  • Conduct initial client onboarding, review financial data, and strategize customized eligibility plans.
  • Secure and review necessary legal and financial documents, ensuring compliance with Medicaid guidelines.
  • Collaborate with team members for the efficient hand-off of cases, maintaining quality and timeliness throughout the process.
  • Stay informed on state and federal Medicaid regulations, adapting strategies as needed.
  • Use company-provided productivity tools for case management in a remote work environment.
  • Maintain high levels of client confidentiality and adhere to data security policies.

Requirements

  • High school diploma or equivalent; further education or certification in related fields is a plus.
  • Proficiency in English with excellent verbal and written communication skills.
  • Experience in Medicaid long-term care, financial planning, or case management preferred.
  • Comfortable with basic math and financial calculations; proficiency in Microsoft Excel.
  • Ability to work independently, manage multiple tasks, and meet deadlines.

Benefits

  • Starting compensation of $20/hour with advancement, incentive programs, and growth opportunities.
  • Paid time off for federal U.S. holidays; additional personal time off (PTO).
  • We provide you with a work computer, and related software/hardware.
  • Health insurance reimbursement program (QSEHRA).
  • Career opportunity to become a Certified Medicaid Planner.