Customer Service Specialist

About the role

We are looking for a compassionate and highly organized Senior Medicaid Case Manager to guide seniors and their families through the complex Medicaid application process. This position blends deep empathy with strong analytical abilities to ensure each client’s application is complete, accurate, and submitted on time.

Key responsibilities

• Oversee the financial documentation process managed by a support team, reviewing 3‑5 years of bank statements, asset disclosures, tax returns, and legal documents.
• Maintain ultimate responsibility for the accuracy and completeness of the entire application package, ensuring compliance with state regulations and deadlines.
• Conduct sensitive interviews with seniors and their families, explaining Medicaid rules in clear, reassuring language.
• Provide a calm, patient presence for clients experiencing stress or cognitive decline, moving at a pace that keeps them feeling safe.
• Serve as the primary liaison between clients, financial institutions, legal representatives, and Medicaid offices to resolve queries and gather additional information.

Required profile

• Extreme attention to detail and a passion for organization.
• Exceptional interpersonal skills with genuine warmth and patience for the elderly.
• 2+ years of experience in case management, social work, elder law, or medical billing.
• Direct experience with long‑term care Medicaid applications is highly preferred.
• Strong critical‑thinking abilities to navigate bureaucratic obstacles.
• Clear written and verbal communication skills, capable of simplifying complex legal and financial jargon.

Required skills

What we offer

• Opportunity to make a meaningful impact on seniors’ lives.
• Collaborative team environment with supportive staff.
• Professional development in Medicaid and elder‑care regulations.