Medicare Part D Specialist

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🕒 June 1

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Everence Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1945

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Everence Financial is a financial services organization that provides banking and account-related services to customers, with online sites and account access that may be restricted by geographic region. The company offers customer support via phone and email to help existing account holders and visitors who encounter access or account information issues.

📋 Description

• Review and assist Everence Medicare Supplement members with Medicare Part D • Develop and maintain a strong understanding of Medicare Part D prescription drug plans • Utilize the Medicare Planfinder web tool to assist members in selecting an appropriate Medicare Part D prescription drug plan • 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 • Contact members to request additional information and follow-up • Audit Medicare Part D Data entry forms and documents to ensure accuracy • Document member interactions and plan details using the customer relationship management system (CRM) and documents system (OnBase) • Collaborate with field offices to support member needs and ensure coordinated service • Other tasks as needed

🎯 Requirements

• 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 • Experience working purposefully to accommodate a busy schedule • Ability to keep absolute confidentiality of client information • Ability to use objective and subjective information to help members make plan choices • Comfortable using a computer and doing data input • Familiarity with medication names and medical terminology is preferred, but not required • Basic knowledge of how Medicare works is preferred, but not required. • Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living.

🏖️ Benefits

• None specified