Medicaid Planning Assistant

Job Description

Job Description

The Medicaid process can be overwhelming for many families, and a social worker plays a vital role in helping them navigate each step with clarity and confidence. In this position, the assistant supports clients through estate planning and long‑term care planning, providing high‑quality assistance rooted in integrity and excellence. 

Key responsibilities include managing and prioritizing multiple tasks, maintaining consistent follow‑through, and communicating with clients and staff in a professional, courteous, and effective manner. This role requires strong organizational skills, attention to detail, and a commitment to delivering exceptional service to both clients and the broader team. 

Essential Duties and Responsibilities* 

• Compile client information and assets into a Client Information and Asset List.  

• Assist with trust funding by completing change forms, corresponding with professionals and companies, ensuring changes are made, and follow up with clients as needed.  

• Attend appointments with the Long-term care planner and/or attorneys and interact with clients and referral sources. 

• Serving as witness and/or notary during signing appointments.  

• Prepare, organize and oversee the Medicaid Application Process, both with new applications and renewals.  

• Work with case workers to get Medicaid Applications processed and handled in a timely manner.  

• Work with long-term care facility business offices to obtain information needed, communicate updates on the clients Medicaid or billing status, and work on income liabilities.  

• Organize, maintain and search for hard copy and electronic files as requested.  

• Prepare and proofread correspondence. 

• Answer phone calls, direct caller to appropriate staff member and/or e-mail appropriate staff member a message related to the call.  

• Perform general operational tasks including but not limited to copying, scanning, mailings and postage, assisting drop-in clients, filing paperwork, handling voice mail messages, etc., all according to Firm policies and procedures.  

• Work to make client satisfaction a top priority, finding quick resolutions to client complaints and concerns.  

• Report any potential threats to the success of Steinbacher, Goodall & Yurchak to the Executive Director or Partners.  

• Maintain confidentiality of client and personnel information in accordance with Steinbacher, Goodall & Yurchak confidentiality policies and procedures. 

• Other tasks, as assigned by the attorney or Executive Director. 

Qualifications  

• Bachelor's degree in Business Administration, Management, Communications, social work or related field (or equivalent work experience).   

  • Or, 2-3 years experience working in an administrative and professional environment. 

• Excellent organizational skills, able to manage multiple tasks and priorities effectively.   

• Strong attention to detail and problem-solving abilities.   

• Exceptional verbal and written communication skills.   

• Proficient in office software, including Microsoft Office Suite and virtual meeting platforms.   

• Ability to adapt to a fast-paced, dynamic virtual environment with a positive attitude.   

• A high level of professionalism, integrity, and confidentiality.

Compensation based on experience 

Why Work for Steinbacher, Goodall & Yurchak 

We are committed to serving older adults and their families with dignity, compassion, and practical solutions. Our firm fosters a supportive, team-oriented culture built on mutual respect, accountability, and continuous learning. 

Equal Opportunity Employer Statement 

Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. 

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