[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.ResponsibilitiesOwn and manage an individual caseload of in-process Medicare insurance applications by:Monitoring the statuses of submitted policies via insurance carrier reportingCommunicating possible hindrances like the need for additional information, rejected applications, etc. to the enrolling advocate to fulfill needs or correct informationUpdating policy statuses in SalesforceAdvocating for enrolling members with insurance carriersDevelop 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 processesBuild out, regularly update, and communicate the results of reporting that reflect our book of businessSkillsHigh school diploma or equivalent combination of education and experienceOrganize and prioritize your workload to make sure everything is completed in a timely mannerDemonstrate excellent listening and communication professionally in both verbal and written communication with all stakeholdersExcellent attention to detail, effective problem-solving skillsPassionate for helping clients with a positive attitudeSelf-starter who is highly motivatedAbility to keep all company-sensitive data secureRequired to have a dedicated work area established that is separated from other living areas and provides information privately without disruptionMust live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet servicePreferred experience in health insurance recording keeping, service, or salesRecord management within a CRM or customer reporting platform is a strong plusBachelor's degree (preferred)BenefitsPaid 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 OverviewMyPlanAdvocate is a rapidly developing Medicare brokerage firm focused on cutting-edge technology and analytics. It was founded in 2021, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 51-200 employees. Its website is http://www.myplanadvocate.com.



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