Planner

ExamWorks

Planner working fully remote creating Medicare Set-Aside Allocations for clients. Analyzing health data and collaborating with team members to ensure compliance and quality.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

The Planner works autonomously to develop Medicare Set-Aside Allocations and other reports as needed within their scope of licensing and/or certifications.
Collects, reviews and analyzes health data from medical records and/or other sources as provided.
Identify future medical needs utilizing medical standards of care and guidelines, in addition to historical trend of care.
Work autonomously and collaborates with all company personnel as needed; including communicating with the accounts and attorneys as needed.
Maintain a quality work product evidenced by acceptable quality scores/score cards.
Participate in company orientation, management meetings and/or conference calls as required to improve self-knowledge and/or for the improvement of the company.
Attend all scheduled conference calls as mandated by management.
Maintain any required credentials and adhere to all codes of ethics required by these credentials.
Ensures all federal Centers for Medicare and Medicaid Services (CMS) requirements and/or state mandates are adhered to at all times.
Provides insight and direction to management on report quality and compliance with all company policies and procedures, client specifications, URAC and CMS guidelines.
Promote effective and efficient utilization of company resources.
Participate in various educational and or training activities as required.
Perform professional duties as assigned by the Manager or upper management.

Requirements

What you’ll need

Minimum of an Associates degree or equivalent certification preferred.
A minimum of one years workers’ compensation and/or case management experience preferred.
A minimum of one year experience in Medicare Set Asides required.
Knowledge of the disability and workers' compensation industry including rules and regulations and a full understanding of Medicare rules and regulations.
Must be able to adequately operate a general computer, fax, copier, scanner, and telephone.
Must have adequate knowledge of multiple software programs, including but not limited to Microsoft Word, Outlook, Excel, and the Internet.
Ability to demonstrate critical thinking and problem solving skills.
Must demonstrate exceptional communication skills by conveying necessary information accurately, listening effectively and asking questions where clarification is needed.
Must be able to work independently, prioritize work activities and use time efficiently.
Ability to concentrate and multitask in a fast paced work environment.
Demonstrates accuracy and thoroughness.
Looks for ways to improve and promote quality and monitors own work to ensure quality is met.
Must be able to maintain confidentiality.
Must be able to demonstrate and promote a positive team-oriented environment.
Must be able to work well under pressure and/or stressful conditions.
Must possess the ability to manage change, delays, or unexpected events appropriately.
Must possess excellent skills in English usage, grammar, punctuation and style.
Demonstrates reliability and abides by the company attendance policy.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Medicare Set-Aside AllocationsHealth Data AnalysisWorkers' Compensation RegulationsMicrosoft WordMicrosoft ExcelMicrosoft OutlookGeneral Computer OperationQuality MonitoringReport ComplianceTime Management

Soft Skills

Critical ThinkingProblem SolvingEffective ListeningTeam CollaborationReliability

Certifications

Associates Degree or Equivalent Certification