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Medicare Part D Specialist

Everence Financial

Role overview

Qualifications

  • Experience or interest in working and communicating with members 65+ years of age
  • Strong service orientation
  • Accuracy and attention to detail
  • Excellent overall verbal and written communication skills

Responsibilities

  • Develop and maintain a strong understanding of Medicare Part D prescription drug plans
  • Utilize the Medicare Planfinder web tool to assist members in selecting plans
  • Schedule and meet with members to discuss recommended plans
  • Audit Medicare Part D Data entry forms for accuracy

Key facts

Hard skills

Medicare Part D Customer Relationship Management Data Entry Medicare Advantage Internal Documentation Medicare

Other skills

  • Communication
  • Detail Oriented
  • Client Confidentiality
  • Time Management

About the company

Everence Financial logo

Everence Financial

Financial Services

About us Integrating faith and finances Everence® is a Christian-based, member-owned financial services organization dedicated to helping individuals, organizations and congregations incorporate their faith and values with their decisions about money. Through our national team of professionals, Everence offers banking, insurance, investments, asset management, financial planning, charitable and other financial services with community benefits and stewardship education. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Who we serve Everence is the stewardship agency of the Mennonite Church USA, an Anabaptist denomination, and has long-standing ties to other denominations with historic Anabaptist roots. Many of our members belong to denominations that have historic roots or relationships with the Anabaptist faith community. Everence products and services are open to everyone who is interested in practicing stewardship that aligns with our founding values. Disclosure Securities offered through Concourse Financial Group Securities, Inc., member FINRA/SIPC. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719.

Company details

IndustryFinancial Services
Company size201 - 500

Links

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Job description

POSITION SUMMARY
Review and assist Everence Medicare Supplement members with Medicare Part D. 

RESPONSIBILITIES AND DUTIES

  1. Develop and maintain a strong understanding of Medicare Part D prescription drug plans and apply this knowledge when evaluating plan options for members. 
  2. Utilize the Medicare Planfinder web tool to assist members in selecting an appropriate Medicare Part D prescription drug plan. 
  3. Schedule and meet with members via phone or Microsoft Teams to discuss recommended prescription drug plans and help them assess a final plan choice selection.
  4. Contact members to request additional information and follow-up.
  5. Audit Medicare Part D Data entry forms and documents to ensure accuracy. 
  6. Document member interactions and plan details using the customer relationship management system (CRM) and documents system (OnBase). 
  7. Collaborate with field offices to support member needs and ensure coordinated service. 
  8. Other tasks as needed.


QUALIFICATIONS

Experience: 
Experience or interest in working and communicating with members 65+ years of age

Skills and Abilities:

  1. Strong service orientation
  2. Accuracy and attention to detail
  3. Excellent overall verbal and written communication skills
  4. Experience working purposefully to accommodate a busy schedule
  5. Ability to keep absolute confidentiality of client information
  6. Ability to use objective and subjective information to help members make plan choices
  7. Comfortable using a computer and doing data input
  8. Familiarity with medication names and medical terminology is preferred, but not required
  9. Basic knowledge of how Medicare works is preferred, but not required
  10. Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living


SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Temporary (approximately end of September to mid-December) 20-40 hours/week; schedule is negotiable

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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