We are hiring a Senior Assistant Case Management Specialist with experience in probate, estate recovery, Medicaid, legal support, or real estate documentation. This role supports the full case lifecycle, including intake, claims review, asset investigation, property verification, legal document review, and settlement processing. Ideal candidates have strong attention to detail, experience reading court documents, property deeds, assessor records, and the ability to communicate professionally with attorneys, court clerks, and family members.
Location: Phoenix, AZ (In‑Office Hybrid after training)
Compensation: $19–$20/hr DOE
Schedule: Monday-Friday 8 AM- 5 PM
What We Offer:
• Paid sick leave after 90 days
• Medical, dental, vision (60% employer‑paid)
• Free TeleMedicine & Mental Health services for employees and families
What You'll Do:
Manage a high‑volume caseload involving probate, estate recovery, and Medicaid claims
• Review and interpret legal documents, property deeds, assessor records, probate filings, and court documents
• Conduct asset research, verify real property ownership, and confirm Medicaid eligibility
• Prepare, sign, and notarize liens, claims, correspondence, and legal documents
• Communicate daily with attorneys, Personal Representatives, court staff, and beneficiaries' families
• Negotiate and resolve claim/lien settlements within guidelines
• Process disputes, follow up on case status, and track payments
• Maintain accurate case notes and meet SLA, productivity, and quality metrics
• Ensure compliance with HIPAA, confidentiality standards, and government regulations
• Support case progression through workflow using strong analytical and investigative skills
What You'll Bring:
5+ years relevant experience OR 3 years HMS + 2 years related experience
• Background in legal offices, Medicaid programs, state government, insurance (health/casualty), real estate, investigations, collections, or subrogation
• Ability to read and interpret legal documents, probate filings, deeds, assessor records, and court documents
• Strong communication skills for interacting with attorneys, court clerks, and families
• High attention to detail; comfort working in a metrics‑driven, performance‑based environment
• Proficiency in Microsoft Word and Excel; Access a plus
• Notary (or willingness to become one - employer paid)
• Bachelor's degree preferred; Paralegal certificate desired
• Bilingual (Spanish/English) a plus
Fortuna is a staffing agency that sources, screens, and presents candidates for our clients. Founded in 2012, we operate nationwide with offices in CA, NY, the Philippines, and Israel.
Career Site: www.gofortuna.com
Fortuna Business Management Consulting (Fortuna BMC) is an IT consulting and staffing company, comprised of Senior Consultants all of whom are committed to excellence in providing the most efficient and innovative information technology solutions customized to our clients’ specifications. Some of our Information Technology capabilities include Enterprise Resource Planning (ERP), Data Security, Custom Software Development, Project Management, Business Process Engineering (BPE), Solution Architecture and Organizational Change Management.
Recruiting and staffing are also a big part of our capabilities. We are your go-to partner for on-demand team building, wherein we build consulting and implementation teams including project managers, business analysts and engineers, specific on the business needs. We are able to recruit nationally and deliver locally, providing teams and candidates within 24 - 72 hours.
Additional to what we do, Fortuna also offers Remote Support Services including offshore call center, help desks and custom software support; with remote offices currently located in the Philippines and Israel.
Fortuna BMC is a Historically Underutilized Business Zone (HUBZone) and certified Service-Disabled Veteran-Owned Small Business (SDVOSB) with the federal government. Fortuna BMC is also a certified Disabled Veteran Business Enterprise (DVBE) in all Los Angeles entities, a certified Veteran-Friendly Business Enterprise (VBE) in Ohio, a certified DVBE in California, and a certified SDVOB in New York.
