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.

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.

Case Management Analyst

Key skills