MyPlanAdvocate

Case Management Analyst

MyPlanAdvocate

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $49,000 per year

About the role

  • 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.

Requirements

  • Preferred experience in health insurance recording keeping, service, or sales
  • Record management within a CRM or customer reporting platform is a strong plus
  • High school diploma or equivalent combination of education and experience. Bachelor’s degree (preferred).
  • 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.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
record managementinsurance application processingreportingproblem-solvingattention to detail
Soft Skills
communicationorganizationprioritizationlisteningpositive attitudeself-startermotivation
Certifications
high school diplomaBachelor's degree