Position: Case Management Analyst

Department: Finance

Reporting to: Director of Finance

Compensation: Salary $49,000 per year

We are looking for a Case Management Analyst

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.

Job Duties 

• 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

What you’ll bring! 

• 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 

Why Join Us

• Opportunity to shape and scale a rapidly growing technical organization
• High visibility role partnering directly with senior leadership
• Collaborative and mission-driven culture
• Ability to influence long-term strategy and operational direction
• Meaningful ownership across systems, processes, and cross-functional outcomes

Telecommuting Requirements

• 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. 

What we offer! 

• Paid 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. 

Recruitment Process

We are committed to creating a fair and transparent hiring process. As part of this process, we conduct reference checks and past employment verifications for all shortlisted candidates. This helps us ensure the accuracy of information provided and gain valuable insights into your qualifications and work ethic.

We are an E-Verify Employer: To comply with federal law, we utilize the E-Verify system to verify the employment eligibility of all new hires. For more information about E-Verify, please visit the U.S. Citizenship and Immigration Services (USCIS) website: E-Verify USCIS

website: www.uscis.gov/e-verify. 

EEOC Statement: MyPlanAdvocate is an equal-opportunity employer. MyPlanAdvocate prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. MyPlanAdvocate conforms to the spirit as well as to the letter of all applicable laws and regulations.