Current Openings

RESPONSIBILITIES:

• Mange the intake, organization and closing of Medicare-related data with a strong focus on accuracy and compliance.
• Oversee policy renewal processing with EPIC or Agency Bloc system, ensuring data integrity and timely completion.
• Coordinate and prepare pre-appointment documentation, including Scope of Appointment forms and Client Intake Sheets, ensuring readiness for agent consultations.
• Maintain and audit required sales documentation to ensure adherence to CMS and carrier guidelines.
• Navigate Medicare and carrier portals to perform provider searches, formulary and drug cost assessments, and benefit verification at a specialist level.
• Support contracting processes through tracking, notifications, and documentation management.
• Assist with ongoing and specialized data projects, often involving cross-system information gathering, cleanup and reporting.
• Identify process improvements and contribute to enhancing operational workflows across the Medicare division.
• Answer phones and the manage the department email inbox.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
• Comply with organizational policies and procedures, including code of conduct and attendance policy.

MINIMUM QUALIFICATIONS:

• High school diploma required; college degree or 2 years equivalent experience preferred
• Organizing and coordinating skills
• Ability to effectively prioritize work tasks
• Computer skills, including Microsoft Office Professional software, internet, email, and data entry
• Excellent communication skills, both verbal and written
• Ability to multi task and prioritize with numerous interruptions
• Ability to problem solve
• Ability to work with a diverse group of people and personality types
• Able to work independently with minimal supervision
• Able to complete annual training for General Compliance and Fraud/Waste/Abuse

Email Resume