[Remote] Case Management Analyst

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