Note: The job is a remote job and is open to candidates in USA. MyPlanAdvocate is a company focused on facilitating seamless client experiences in the post-application process for Medicare insurance. The Case Management Analyst will manage a caseload of Medicare applications, ensuring smooth communication between clients, advocates, and insurance carriers throughout the enrollment process.
Responsibilities
- Own and manage an individual caseload of in-process Medicare insurance applications by:
- Monitoring the statuses of submitted policies via insurance carrier reporting
- Communicating possible hindrances like the need for additional information, rejected applications, etc. to the enrolling advocate to fulfill needs or correct information
- Updating policy statuses in Salesforce
- Advocating for enrolling members with insurance carriers
- Develop a deep understanding of all carrier workflows, application processes, and internal and external systems necessary to accomplish your responsibilities (CRM, carrier back-office platforms and reporting, etc.)
- Collaborate cross-functionally with other internal teams (Sales, Quality Assurance, Training, etc.) to ensure a seamless and transparent enrolling member experience and improve our overall processes
- Build out, regularly update, and communicate the results of reporting that reflect our book of business
Skills
- High school diploma or equivalent combination of education and experience
- Organize and prioritize your workload to make sure everything is completed in a timely manner
- Demonstrate excellent listening and communication professionally in both verbal and written communication with all stakeholders
- Excellent attention to detail, effective problem-solving skills
- Passionate for helping clients with a positive attitude
- Self-starter who is highly motivated
- Ability to keep all company-sensitive data secure
- Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption
- Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service
- Preferred experience in health insurance recording keeping, service, or sales
- Record management within a CRM or customer reporting platform is a strong plus
- Bachelor's degree (preferred)
Benefits
- Paid Time Off.
- Paid Company Holidays.
- Medical, Dental, Vision, Life Insurance, HSA, FSA, and more.
- 401 (K) savings plan with company matching up to 3%.
- Work-Life Resources for you and your family.
- Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More!
- Maternity/Paternity/Adoption paid leave.
- Referral program.
- Company-supplied computer equipment.
Company Overview
MyPlanAdvocate is a rapidly developing Medicare brokerage firm focused on cutting-edge technology and analytics. It was founded in 2021, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 51-200 employees. Its website is http://www.myplanadvocate.com.