Medicaid Financial Eligibility Specialist

Safe Harbor Wills and Trusts; Westview Manor (NY); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Life Insurance

Paid Vacation

Training and Development

Job summary

Safe Harbor Wills and Trusts in Camillus, New York, is seeking a Medicaid Financial Eligibility Specialist to join our Medicaid planning team. The role focuses on learning the rules, applying them to each client’s situation, and following structured procedures with a high level of accuracy.

The position offers compensation between $45,000 and $50,000 DOE, plus Health Insurance, 401(k), Life Insurance, Paid Vacation, and Training and Development. Training is available for the right candidate.

Qualifications

• Experience with Microsoft Office products.
• Strong communication and organizational skills.
• Detail-oriented and accurate.

Responsibilities

• Review bank statements and other financial records.
• Track deposits, withdrawals, transfers and other transactions.
• Gather and organize financial information from clients.
• Identify missing information or documentation.
• Follow established checklists and procedures.
• Learn New York Medicaid eligibility rules.
• Work with attorneys to help families qualify for Medicaid while protecting assets.
• Keep files organized and moving forward.

Skills

Excellent communication

Organizational skills

Detail-oriented

Numerical ability

Process adherence

Education

Some college preferred

High school diploma or equivalent

Tools

Microsoft Office

Job description

Medicaid Financial Eligibility Specialist

Safe Harbor Wills and Trusts Camillus, New York, United States

About this position

Safe Harbor Wills & Trusts is looking for a highly organized, detail-oriented person to join our Medicaid planning team.

This is a great position for someone who enjoys working with numbers, financial records, checklists, and solving puzzles.

You do not need to already be a Medicaid expert. We will teach you the rules. What we need is someone who can learn them, follow a process, and apply those rules carefully to each client's situation.

Compensation: $45,000-$50,000 DOE, Health Insurance, 401(k), Life Insurance, Paid Vacation, Training and Development

Responsibilities

• Review bank statements and other financial records
• Track deposits, withdrawals, transfers, and other transactions
• Gather and organize financial information from clients
• Identify missing information or documentation
• Follow established checklists and procedures
• Learn New York Medicaid eligibility rules
• Work with our attorneys to help families qualify for Medicaid while legally protecting as many assets as possible
• Keep files organized and moving forward

Qualifications

• Comfortable working with all Microsoft Office products
• Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times
• Applicants must have excellent communication skills and organizational skills
• Some college is preferred; high school diploma or equivalent is required
• Extremely organized
• Comfortable working with numbers and financial documents
• Detail-oriented and accurate
• Good at following a process
• Persistent about getting missing information
• Comfortable learning rules and applying them to real-life situations
• Able to manage several files and deadlines at the same time
• Experience in banking, bookkeeping, accounting, financial services, insurance, legal offices, healthcare administration, or similar detail-heavy work can be especially helpful.
• Medicaid experience is a plus, but not required.

Training is available for the right candidate. Strong analytical ability, persistence, accuracy, sound judgment, and follow-through are more important than prior knowledge of Medicaid rules or specific financial products.

About Company

We are a growing estate planning and elder law firm helping families throughout Central and Northern New York.