Job Number: 2025-48609
Category:Administrative Professional
Location: Westborough, MA
Shift:Day
Exempt/Non-Exempt:Exempt
Business Unit:ForHealth Consulting
Department:ForHealth Consulting - Specialty Programs - W407642
Job Type:Full-Time
Num. Openings: 2
Post Date: Sept. 20, 2025
Work Location:Hybrid
Salary Minimum:USD $62,000.00/Yr.
Salary Maximum:USD $72,000.00/Yr.
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Paralegal - Estate Recovery Program (Primarily Remote)
Job Number: 2025-48609
Category:Administrative Professional
Location: Westborough, MA
Shift:Day
Exempt/Non-Exempt:Exempt
Business Unit:ForHealth Consulting
Department:ForHealth Consulting - Specialty Programs - W407642
Job Type:Full-Time
Num. Openings: 2
Post Date: Sept. 20, 2025
Work Location:Hybrid
Salary Minimum:USD $62,000.00/Yr.
Salary Maximum:USD $72,000.00/Yr.
At ForHealth Consulting we partner with purposeful organizations to make the healthcare experience better: more equitable, effective, and accessible. We aim to transform the health care experience to one that addresses the needs and concerns of the individual and is inclusive of all.
The Third Party Liability & Benefit Coordination (TPL&BC) business teams at ForHealth Consulting focus on identifying and coordinating benefits and performing cost avoidance, recovery, lien verification, and asset verification activities for state Medicaid programs, including MassHealth. As a member of the TPL Estate Recovery Unit, you would assist in recovering funds from estates of certain MassHealth members after their death. Estate recovery collections are deposited into the states general fund, which pays for programs and services benefitting everyone in Massachusetts.
If you are interested in using and applying your estate planning, probate, and real estate closing knowledge in a remote work environment with state benefits, this is an excellent opportunity for you.
GENERAL SUMMARY OF POSITION:
Under the general direction of the Specialty Programs Unit Manager, the Specialist II serves as a resource to the Center for Healthcare Financing (CHCF) staff primarily in matters concerning estate recovery. This individual will ensure the integrity of collection outcomes, according to federal and state estate recovery regulations.
MAJOR RESPONSIBILITIES:
- Continue to refine and enhance current operations, implementing innovative methods to identify new cases, verify claims and recover payments originally paid by Medicaid and/or other state funded programs based on federal and state statutes and regulations.
- Research, maintain and understand compilation of all Federal and State statutes and regulations pertaining to Third Party and Estate Recovery to ensure Medicaid is the payer of last resort.
- Maintain a caseload as assigned, following established protocols
- Identify benefits paid by Medicaid and calculate the total value to be recovered in each case.
- Represent the best interest of the Medicaid program consistent with the goals and objectives of CHCF
- Request and produce claims history printouts including all service reports from Medicaid history databases for recipient payment history.
- Investigate and document all case related matters and relevant financial and medical history in order to support a claim against the probate estate or third party settlements of a Medicaid member.
- Provide training of support staff
- Maintain and update Recovery training manual
- Maintain all case records as required for an established time period
- Communicate and collaborate with probate courts, attorneys, hospitals, insurance companies and other relevant entities to insure all Medicaid related Estate Recovery cases are referred to the unit and processed accordingly
- Conduct legal research through the use of public databases and web based applications and prepare legal memoranda and other case related documents for referral to Medicaid EHS legal department.
- Research record of ownership and title of real estate at the Registry of Deeds
- Perform other job related duties as required or assigned
REQUIRED QUALIFICATIONS:
- Bachelors Degree in Business Administration or equivalent experience
- 3 years related experience
- Paralegal certificate or equivalent experience working under a licensed attorney or in an equivalent legal setting
- Strong oral and written communication skills
- Knowledgeable of Massachusetts Statutes as it relates to Estate Recovery
- Understanding of Medicaid regulations as they govern eligibility requirements
- Proficient in Microsoft Office, web based solutions and scanning software
- Effective negotiation skills
PREFERRED QUALIFICATIONS:
- Third Party Recovery or collections experience
- Paralegal degree
- Proficient in Probate and Real Estate Law, Wills and Trusts, Chain of title research and insurance regulations pertaining to Medicaid qualifying annuities.
- Possess a thorough understanding and knowledge of the state and federal laws and the procedures relating to the recovery of medical assistance for members receiving Medicaid benefits.
- Previous experience communicating professionally and effectively with Board of Hearings (BOH) personnel, enrollment centers staff and managers, family and/or legal representatives of Medicaid members and the general public.
- Ability to track and organize the recording of Medicaid liens in Registry of Deeds
- Understand HUD settlement statements, state and federal taxes, appraisals, priority of liens and creditors, comparative market analysis, and probate-related appointments
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Posting Disclaimer:
This job posting outlines the primary responsibilities and qualifications for the role but is not intended to be an exhaustive list. Duties and expectations may evolve in response to the needs of the department and the broader institution.
In alignment with our commitment to pay transparency, the base salary range for this position is listed above (exclusive of benefits and retirement). At UMass Chan Medical School, final base salary offers are determined based on a combination of factors, including your skills, education, and relevant experience. We also consider internal equity to ensure fair and consistent compensation across our teams.
Please note that the range provided reflects the full base salary range for this position. Offers are typically made within the midrange to allow for future growth and development within the role.
In addition to base pay, UMass Chan offers a comprehensive Total Rewards package, which includes paid time off, medical, dental, and vision coverage, and participation in a 401(a)-retirement plan, with the option to contribute to a voluntary 403(b) plan.
UMass Chan welcomes all qualified applicants and complies with all state and federal anti-discrimination laws.
Freqently Asked Questions
Expertise in Massachusetts probate law, Medicaid regulations, and asset verification are essential. Skills like legal research, negotiation, and detailed document management directly impact successful estate recovery, especially for paralegals working with state Medicaid programs in Westborough’s healthcare consulting sector.
Healthcare paralegals can specialize in areas such as estate recovery or third-party liability, gaining expertise in Medicaid laws and probate matters. With experience, one can advance to senior roles, manage teams, or transition into compliance and policy advisory positions within institutions like UMass Medical School.
Remote paralegals must navigate complex state and federal statutes, maintain communication with probate courts and legal entities, and manage sensitive case files securely. They also balance multi-tasking between case research, legal documentation, and training support staff, all while ensuring compliance with stringent healthcare regulations.
While a paralegal certificate is often required, additional credentials in probate law or healthcare compliance can boost employability. Familiarity with Massachusetts statutes, Medicaid eligibility regulations, and training in negotiation or legal research tools is highly favored by employers in Westborough.
Westborough’s healthcare legal sector shows steady demand for paralegals skilled in Medicaid and estate recovery. Competition is moderate, with preference given to candidates possessing specialized knowledge of state statutes and proven experience in handling complex Medicaid claims within a hybrid work environment.
Paralegals in this role can expect an annual salary ranging from $62,000 to $72,000, reflecting the specialized nature of estate recovery work combined with healthcare legal expertise. This range aligns with regional standards for administrative professionals in hybrid positions within Massachusetts.
UMass Medical School embeds paralegals deeply within specialty units like estate recovery, where they collaborate on case management, legal research, and benefit coordination. This involvement ensures that paralegals contribute to Medicaid fund recovery efforts while supporting broader healthcare equity goals.
At UMass Medical School, paralegals must not only handle traditional legal tasks but also grasp healthcare financing intricacies, Medicaid policies, and regulatory frameworks. This hybrid knowledge enables them to effectively recover Medicaid funds and support equitable healthcare program objectives.
Many assume estate recovery paralegals only handle paperwork; however, the role requires complex legal analysis, negotiation, and strategic communication with multiple stakeholders. It is far more dynamic, involving investigative work and application of both federal and state statutes to safeguard public funds.
The hybrid setup offers flexibility but demands strong digital communication skills to liaise effectively with probate courts, attorneys, and insurance firms. Paralegals must adapt to virtual tools for case updates and document exchanges, ensuring smooth coordination despite physical distance.
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