Assistant Case Management/Legal Assistant
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 SLA's 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.
