Insurance Specialist

SourcePoint - Thrive After 55!•Delaware, OH

3d•Hybrid

About The Position

The Insurance Specialist will provide assistance to older adults in accessing health insurance and prescription drug coverage. This includes completing applications for pharmaceutical company patient assistance programs, assisting with Medicaid applications and working with the Delaware County Department of Job and Family Services, completing Medicare Part D, Medicare Supplement, and Medicare Advantage plan comparisons and assisting with application processes. The role also involves medical bill organization, client advocacy and education, and assisting with Healthcare.gov/marketplace comparisons and application submissions. The specialist will maintain essential records and interact with clients.

Requirements

Skilled in professional interactions with staff, volunteers, and clients.
Good written communication skills for documentation, client interaction, insurance articles, etc.
Strong presentation and active listening skills; ability to educate.
Knowledge of Medicare and medical insurance, including Medicare Prescription Drug Coverage, Medicare Supplement Insurance and Medicaid.
Must be OSHIIP trained and certified as Healthcare.gov Assister; training available if not previously trained/certified.
Ability to work with diverse individuals in diverse environments.
Good organizational skills, detail oriented.
Strong clerical skills, ability to use various office equipment, proficient use of computer software.
Ability to be creative and to deal with ambiguity and change on a routine basis.
Ability to meet deadlines and successfully handle multiple tasks.
Ability to drive to and from offsite locations, meetings, events, etc. as needed and assigned.
Ability to work evenings and Saturdays as needed; function as person-in-charge as scheduled.
Ability to promote a positive work culture both within the organization and in the community.

Nice To Haves

Associate degree desired; field of study in social service or human service fields preferred.
OSHIIP trained and certified preferred.
Experience related to health insurance, public benefits, or other related benefits service preferred.
Cannot be a licensed insurance broker or agent or be affiliated with an insurance company in this role.

Responsibilities

Provide 1:1 insurance counseling via in-person, phone or virtual appointments.
Teach classes, workshops and offer other presentations to the public as assigned.
Advocate for older adults regarding insurance coverage, enrollment or claims.
Document interaction with clients within appropriate guidelines, using resource management software as necessary.
Participate in on-going education to stay current with changes to benefits, insurance procedures, etc.
Contribute to insurance education for the public via digital and printed materials, such as video recordings, website information, Facebook Live, MyCommunicator, newsletters, etc., as requested.
Assist with scheduling Medicare classes and workshops throughout the year and county, including instructors, utilizing volunteers when possible.
Assist in the development and quality improvement of service programs within the scope of the position.
Make recommendations to Insurance Program policy and report to supervisor any relevant issues.
Assist with orienting, scheduling, and supervising Insurance Volunteers as assigned, including work assignments, performance reviews, and adherence to relevant policies and procedures.