Case Management Analyst

MyPlanAdvocate

9h•$49,000 - $49,000•Remote

About The Position

Our Case Management Analyst team facilitates a seamless client experience throughout the post-application process through coordination with insurance carriers, the enrolling advocates, and the clients themselves. Retention Analyst associates leverage internal and external technology platforms, communicate with our insurance carrier partners, and work closely with enrolling advocates to ensure that submitted Medicare applications are accepted at the carriers, all required information is received, and support advocate and member communication throughout the enrollment process and throughout the life of the policy. Stated simply, Retention Analyst associates ensure that the process is as smooth for the enrolling member as possible.

Requirements

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.

Nice To Haves

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).

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