Job Description: Medicaid Paralegal

Summary: The Medicaid paralegal’s primary responsibility is to work with the applicant, family members and financial institutions to prepare and file the Medicaid application with the Department of Social Services (“DSS”). The paralegal is responsible to file Medicaid applications and supporting documentation in a timely and accurate manner. If you're interested, please send us your cover letter and resume to

Reporting Relationship: Reports to managing Attorney for legal functions and the Office Manager for administrative functions. 

Full Time: 37.5 hours / week

Duties and Responsibilities: Meets with the managing attorney on a weekly basis to review the status of all pending cases.

  • Client Contact – Communicates with clients, financial advisors, insurance companies via mail, email and telephone to gather information necessary to complete an application.

  • Problem Solving – Proactively anticipates and resolves issues quickly to move the Application forward.

  • Information Intake – Gathers and organizes necessary documents (i.e. financial records, vital statistics, etc) to file a completed Medicaid Application with DSS.

  • Process Improvement – Makes recommendations to improve processes that will increase the service quality and efficiency and responsiveness to clients.

  • Client Meetings – Meets with the client initially to have Medicaid application and supporting documents signed. Further meetings as needed to gather information.

  • Timely Follow-Up - Organizes and prioritizes work so that deadlines are consistently meet.

  • Tickler System – Uses and regularly updates the firm’s tickler system to track file activity and to document planned and completed work.

  • Billable Time – Keeps track of and post all billable and non-billable work. The firm has a billable time goal of 80% for all legal staff.

  • Other Duties – Performs other duties as assigned, when necessary.

Qualifications & Skills:

  • Associates Degree or Certificate in paralegal studies from an ABA approved program.

  • Two or more years of experience working as Medicaid paralegal or in a Medicaid related environment.

  • Basic knowledge of Estate Planning documents, such as wills, powers of attorney, trusts and healthcare directives.

  • Excellent client service and communications skills – both oral and written.

  • Excellent proof reading skills and attention to detail.

  • Solid organizational skills, ability to prioritize work, and consistently meet deadlines.

  • Ability to analyze bank and other financial statements in order to track financial transactions between several different investment vehicles.

  • Demonstrated experience with Microsoft Office Applications including Word, Outlook and Excel.

  • Ability to work independently

  • Knowledge of the Department of Social Services Uniform Policy manual, knowledge of the Department of Social Services Connecticut Homecare Program for the Elderly, knowledge of PLAN of CT will be considered a plus.

  • Some knowledge of federal income taxes as they pertain to liquidation of investments.
Interested? Please send us your cover letter and resume to We look forward to hearing from you!.
Client Reviews
“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA
“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT
Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT
The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT
Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT
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