Eldercare Resource Planning

Role Description The Medicaid Team Lead is primarily responsible for overseeing cases and people management of their team of Eligibility & Application Support Specialists, as well as Administrative Assistants. The Team Lead seeks to foster a high performance team, ensure quality of their work, and ensure the team reaches monthly goals of case submissions and closures. The Manager supports the Specialists on their cases and with client escalations, when appropriate. - Directly oversee a team of 3-4 people including interviewing and hiring for replacements - Serve as team leader by assessing and developing employees through continuous training and mentoring - Oversight of direct reports, ensuring efficient management of the team and client caseload - Effective delegation and engagement, modeling leadership behaviors - Work with the Director of Medicaid Teams to conduct monthly, quarterly and annual performance reviews; address disciplinary issues when necessary - Issue Performance Improvement Plans for individual team members when appropriate and ensure appropriate follow up and evaluation for sustained improvement - Work with the Sr Manager Medicaid Teams to evaluate team bandwidth and delegation of tasks - Learn, understand, and research both federal and state Medicaid LTC regulations & eligibility guidelines - Evaluate cases to facilitate customized eligibility planning strategies for each client - Serve as adviser on case issues so Medicaid Specialists can accurately process applications within required timelines - Resolve escalated issues arising from the Medicaid application process - Hold regular team, and individual direct report, meetings to keep staff updated on process and policy changes - Promptly respond to client questions or concerns when needed - Follow company data security policies to ensure client information is secure - Validate biweekly time cards within RIPPLING - Be proficient with company productivity tools (CRM database, Google Docs, Adobe PDF editor, online “snail mail”, etc) - Utilize tracking systems to report data-driven progress towards goals; reviews monthly productivity reports with Sr Manager Medicaid Teams - Performs other duties as assigned Qualifications - High school diploma or equivalent - English fluency and professional written and verbal communication skills - Minimum 3 years in a supervisory role with people management experience - Experience with managing and training direct reports; talented at identifying strengths and sources of confidence in team members - Working knowledge of long term Medicaid, including processing applications and a thorough understanding of Medicaid LTC eligibility rules - Ability to think strategically and contribute to process and system improvements - Demonstrated ability to understand financial assets, such as IRA's, life insurance policies, annuities, trusts, etc. - Ability to analyze financial data using spreadsheet calculations; high comfort level with math - Experience with complex problem solving and process improvement techniques - Ability to collaborate within a team environment; self aware and able to accept constructive feedback from team members - Strong planning and organizational skills - Responsible self-starter who keeps commitments to deadlines - History of working successfully with individuals and groups representing a range of cultural backgrounds, orientations, and life experiences - Experience with file and document management - Proficient in Google Suite of products, including Google Docs and, particularly, Google Sheets - Proficient using pdf editing software, such as Adobe Acrobat Preferred Qualifications - Professional background in the Medicaid long term care industry - Hands on case management experience - Experience working in a fully remote environment, using cloud based productivity tools - Experience using a CRM or similar project management database - Understanding of how to generate spreadsheet reports from a database or CRM Benefits - Starting compensation amount to be determined - Paid time off for federal U.S. holidays; additional personal time off (PTO) - We provide you with a work computer, and related software/hardware, internet stipend - Health insurance stipend - Career opportunity to become a Certified Medicaid Planner™ - Comprehensive leadership training and mentorship while becoming familiar with the team management role Company Description Eldercare Resource Planning, LLC is a well-established family owned company providing professional Medicaid Planning services to individuals and families. Our team of Medicaid Specialists are dedicated to working closely with each client, assisting them with the entire application process to ensure a successful approval for Medicaid long term care benefits. Our company strives to create a work culture that provides growth for its team members. Our goal is to foster both personal and professional development for our team.

• Execute a 'State First' sales strategy, targeting Skilled Nursing Facilities (SNFs), Assisted Living Facilities, Hospitals, and Rehab centers across the state. • Identify key decision-makers: Administrators, Business Office Managers, Directors of Social Services, and Hospital Case Management Directors. • Build a pipeline through cold outreach, digital prospecting, and attending relevant Texas healthcare association conferences (e.g., THCA). • Conduct discovery calls to identify facilities struggling with a pending Medicaid backlog. • Present our services as a Revenue Cycle Management solution that pays for itself by preventing lost revenue. • Onboard new facility partners and establish communication workflows with their business offices.

• Build trust in the company and ensure our customers are provided with accurate knowledge about our services • Achieve outbound call targets set by the management team • Responsible for building and maintaining customer relationships through pipeline management • Meet or exceed monthly revenue targets • Uncover customer needs and present an accurate high-level overview of our value proposition • Listen to unique eligibility problems and communicate easily understood solutions • Develop and maintain a deep expertise of Eldercare Resource Planning services and best practices to provide value to customers • Understand and effectively communicate Medicaid eligibility guidelines to determine if a lead qualifies for our services • Develop personalized support that aligns with our company’s voice and values • Follow-up with customers to further educate, engage and transition them toward our Medicaid planning services • Work harmoniously with others toward individual and team targets • Stay resilient and able to apply continued focus on winning potential customers despite setback or objection