Note: The job is a remote job and is open to candidates in USA. MyPlanAdvocate is a company focused on providing a seamless client experience throughout the post-application process. The Case Management Analyst will manage Medicare insurance applications, ensuring smooth communication between clients and insurance carriers while collaborating with internal teams.
Responsibilities
- Own and manage an individual caseload of in-process Medicare insurance applications by:Monitoring the statuses of submitted policies via insurance carrier reportingCommunicating possible hindrances like the need for additional information, rejected applications, etc. to the enrolling advocate to fulfill needs or correct informationUpdating policy statuses in SalesforceAdvocating for enrolling members with insurance carriersDevelop 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 processesBuild 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.
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