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JOB DESCRIPTION

JOB TITLE:____Medicaid Paralegal_____         FLSA STATUS: _____Non-exempt______

DEPARTMENT: _____________________              SUPERVISOR: _____Administrator____

SUMMARY: The Paralegal will have responsibility to assist attorneys in general with Medicaid
planning as well as filing and processing Medicaid applications

ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Learn Medicaid rules and process
2. Be involved in developing a highly efficient system for intake, filing, and processing of
   Medicaid applications
3. Could be involved in business development of the Medicaid practice area if so desired
4. Correspond with clients during the intake process to obtain the necessary information and
   documents for the responsible attorney to do the Medicaid planning and/or file a Medicaid
   application
5. Be part of client conferences to understand what Medicaid planning is done for a client
6. Meet with the responsible attorney to develop a task list to implement the Medicaid plan
7. Talk directly with the clients’ advisors/staff to obtain documentation on their accounts and
   other verification for the Medicaid application
8. Talk directly with the clients’ advisers/staff to transfer ownership of various accounts
   consistent with the task list
9. Work directly with case workers for the Department of Human Services on processing
   requests for information

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
1. Very passionate and strives for excellence
2. Experience in a law firm is helpful, but not required
3. Desires to be involved in developing a system for filing and processing Medicaid
   applications
4. Extremely organized and has the ability to manage a significant amount of documents and
   significant number of client matter matters at one time
5. Obsessively focused on detail and deadlines
6. Constantly looking for ways to improve the processes that are in place
7. Highly personably and enjoys working directly with clients and other professionals (i.e.
   financial advisers, insurance agents, etc.) and their staff
8. Very motivated and desires to learn a complicated area of the law
9. High level of competence using technology (such as Microsoft Word, Adobe Acrobat), an
   understanding of Microsoft Excel, and is eager to learn more about technology

The above is intended to describe the general content of and requirements for the performance of
this job. It is not to be construed as an exhaustive statement of essential functions,
responsibilities or requirements.

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Medicaid Paralegal Job Description

  • 1. JOB DESCRIPTION JOB TITLE:____Medicaid Paralegal_____ FLSA STATUS: _____Non-exempt______ DEPARTMENT: _____________________ SUPERVISOR: _____Administrator____ SUMMARY: The Paralegal will have responsibility to assist attorneys in general with Medicaid planning as well as filing and processing Medicaid applications ESSENTIAL DUTIES AND RESPONSIBILITIES: 1. Learn Medicaid rules and process 2. Be involved in developing a highly efficient system for intake, filing, and processing of Medicaid applications 3. Could be involved in business development of the Medicaid practice area if so desired 4. Correspond with clients during the intake process to obtain the necessary information and documents for the responsible attorney to do the Medicaid planning and/or file a Medicaid application 5. Be part of client conferences to understand what Medicaid planning is done for a client 6. Meet with the responsible attorney to develop a task list to implement the Medicaid plan 7. Talk directly with the clients’ advisors/staff to obtain documentation on their accounts and other verification for the Medicaid application 8. Talk directly with the clients’ advisers/staff to transfer ownership of various accounts consistent with the task list 9. Work directly with case workers for the Department of Human Services on processing requests for information KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 1. Very passionate and strives for excellence 2. Experience in a law firm is helpful, but not required 3. Desires to be involved in developing a system for filing and processing Medicaid applications 4. Extremely organized and has the ability to manage a significant amount of documents and significant number of client matter matters at one time 5. Obsessively focused on detail and deadlines 6. Constantly looking for ways to improve the processes that are in place 7. Highly personably and enjoys working directly with clients and other professionals (i.e. financial advisers, insurance agents, etc.) and their staff 8. Very motivated and desires to learn a complicated area of the law 9. High level of competence using technology (such as Microsoft Word, Adobe Acrobat), an understanding of Microsoft Excel, and is eager to learn more about technology The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.