Position: Manager - Case Management

Department: Finance

Reporting to: Director of Finance

Compensation: Salary $70,000

About Us

At MyPlanAdvocate, we are hard at work developing a customer and employee experience that endeavors to improve the lives of everyone we work with. Most importantly, the work we do has a real and ongoing impact to the people we serve. We support an under-served population of people who have paved the way for us. You get a chance to make a difference and to truly change people’s lives.

We are looking for a Manager - Case Management to join our growing team!

Our Case Management Team 

Facilitates a seamless client experience throughout the post-application process through coordination with insurance carriers, the enrolling advocates, and the clients themselves. Case Management 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, Case Management associates ensure that the process is as smooth for the enrolling member as possible.

Job Duties

• Lead and manage a team of Case Management Analysts, providing coaching, mentorship, and performance feedback.
• 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 (Salesforce, 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
• Identify and implement process improvements to increase team efficiency and effictiveness

What you’ll bring!

• 3 years’ work experience in health insurance case management, service, or sales (underwriting experience a plus)with a minimum of 2 years in a leadership role
• High school diploma or equivalent combination of education and experience. Bachelor’s degree (preferred).
• Experience leading and managing a team
• Ability to prioritize workload and delegate tasks effectively.
• Excellent coaching and mentoring skills
• Strong communication, interpersonal, and problem-solving skills
• Passionate for helping clients with a positive attitude
• Self-starter who is highly motivated

 Telecommuting Requirements

• Ability to keep all company sensitive documents secure (if applicable)
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy
• Must live in a location that can receive a MyPlanAdvocate approved high-speed internet connection or leverage an existing high-speed internet service

What we offer!

• Flexible Time Off
• Paid Company Holidays
• Medical, Dental, Vision, Life Insurance, and more
• Matching 401(k) Contribution
• Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More!
• Maternity/Paternity/Adoption paid leave
• Employee Assistance Program
• Referral program
• Company-supplied computer equipment 

Physical Requirements 

• Sitting: Extended periods (80% ) with proper posture. 
• Walking: Moderate frequency (20-30%) for meetings and office interactions. 
• Screen Time: Extensive use (8-10 hours) of computer screens and mobile devices. 
• Hearing & Vision: Clear for communication and information processing. 

Note: Specific requirements may vary. Contact HR with any questions. 

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: e-verify.gov.

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.