Join a Team That Makes a Meaningful Difference
We are seeking a detail-oriented Verification Specialist to join our growing team. In this role, you will work alongside legal representatives and families to help elderly clients obtain Long-Term Care Medicaid benefits. Your primary responsibility will be verifying financial information, gathering required documentation, and ensuring all asset and income records meet program requirements.
This position is ideal for someone who enjoys investigative work, financial documentation, problem-solving, and managing complex cases with accuracy and professionalism.
Key Responsibilities
Responsibilities include, but are not limited to:
- Obtain and verify financial records from banks, investment firms, insurance companies, government agencies, and other financial institutions.
- Request, track, and follow up on asset and income verification documents.
- Review financial records for completeness, accuracy, and Medicaid eligibility requirements.
- Coordinate with legal representatives, financial institutions, and clients to resolve documentation issues.
- Prepare, submit, and monitor required financial forms, including:
- Account surrender requests
- Death claim forms
- Ownership and beneficiary change requests
- Income verification documents
- Asset transfer documentation
- Other financial and legal forms as required
- Maintain detailed case documentation and monitor outstanding requests through completion.
- Manage multiple cases simultaneously while meeting deadlines and maintaining strict confidentiality.
The Ideal Candidate
The successful candidate possesses exceptional attention to detail and enjoys analyzing financial information to solve complex problems. This individual is highly organized, self-motivated, and committed to producing accurate work.
Required Qualifications
- Strong work ethic and professional integrity.
- Excellent critical thinking and analytical skills.
- Exceptional attention to detail.
- Outstanding organizational and time management abilities.
- Ability to prioritize and manage multiple deadlines.
- Strong written and verbal communication skills.
- Ability to work independently while collaborating effectively with a team.
- Proven history of reliability and longevity in previous employment, when applicable.
Preferred Experience
While not required, experience or familiarity with the following is highly valued:
- Investment products (IRAs, annuities, brokerage accounts, mutual funds)
- Life insurance policies
- Banking and financial documentation
- Financial services, accounting, banking, insurance, estate administration, or legal support
- Medicaid eligibility or asset verification
A college degree is not required. We value intelligence, professionalism, integrity, and the ability to learn complex financial concepts.
Benefits
After 90 days of employment, eligible employees receive:
- Health insurance (company pays the majority of employee premium)
- Retirement plan with employer matching contributions
- Five paid sick days
- Paid major holidays
- Vision, dental, and life insurance available at employee expense
Additional benefits include:
- One week of paid vacation after the first year
- Performance-based bonuses
- Regular opportunities for raises and advancement
- Comprehensive on-the-job training
Schedule
- Full-time
- Monday through Friday
- 8:00 a.m. – 5:00 p.m.
Compensation
We offer above-average starting pay, performance bonuses, regular compensation reviews, and excellent opportunities for long-term career growth.
Location
South Lakeland, Florida
In-office position
Why Join Us?
This is more than an administrative position. You will develop valuable knowledge of financial assets, legal processes, Medicaid eligibility, insurance products, and estate-related documentation while helping families navigate one of the most challenging times in their lives.
If you are analytical, dependable, enjoy solving financial puzzles, and are looking for a stable career with a company that values integrity and excellence, we encourage you to apply.
Qualified candidates are eligible for immediate consideration. If you are currently employed, we respect the need to provide appropriate notice to your current employer.
Job Type: Full-time
Pay: $17.00 - $20.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Vision insurance
Ability to Relocate:
- Lakeland, FL 33811: Relocate before starting work (Required)
Work Location: In person
