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Benefit Counselor
2 months ago
Counsel older adults, persons with disabilities, and caregivers primarily about Medicare benefits options and assist with applications. Counseling is provided during one-to-one sessions conducted in person, by telephone, or via virtual platforms such as Teams or Zoom, as well as at community events and group presentations. Educates the public during presentations and events. Collaborates with other agencies and organizations to obtain referrals. Travels to locations throughout Senior Services coverage area, with a special focus on Western Tidewater including Isle of Wight and Southampton counties, Franklin, and Suffolk. Specialized training and certification will be provided. Work is performed under the general supervision of the Community Services Manager in conjunction with the Benefits Team Leader.
TYPICAL TASKS
· Counsel individuals face-to-face, by telephone, or by video platforms (e.g., Zoom) to assist them with selecting medical and prescription drug coverage and other benefits that best meet the individual’s needs.
· Uses internet-based tools and specialized training to research and compare benefit plans.
· Gathers and enters detailed confidential health-related and income data into a web-based application.
· Maintains timely and accurate documentation utilizing electronic client files, and compiles data for monthly reports.
· Research and answer complex questions about benefit claims and eligibility.
· Refers individuals to internal agency or other community resources as needed.
· Conducts group presentations and participates in community events and outreach to promote benefit enrollments and educate the public on fraud awareness and prevention.
· Collaborates with businesses, individuals, health and social service agencies, and civic and faith-based organizations to perform outreach to Medicare beneficiaries.
· Mentors and trains volunteers, as assigned.
· Participates in conferences, as required, to obtain and retain certification.
Performs additional tasks as needed.
Requirements
KNOWLEDGE, SKILLS, AND ABILITIES
· Knowledge of counseling techniques.
· Knowledge of Medicare and Medicaid programs and community resources.
· Knowledge of HIPAA privacy and security guidelines as it relates to Protected Health Information.
· Detail oriented with strong organizational skills.
· Excellent communication and people skills.
· Able to work well independently in a fast-paced environment, but also must be flexible and willing to work as part of a team.
· Demonstrated proficiency in the use of the internet, databases, spreadsheets, word processing, and ability to learn other software currently used by the agency.
· Ability to work remotely. This position has the flexibility to work a set hybrid schedule with both in office and remote hours, after training is completed (hybrid with two office days required)
EDUCATION AND EXPERIENCE
· High School diploma or equivalent (GED) required. Associate or bachelor’s degree preferred.
· Experience in customer service by phone and in person, to include daily use of computers to complete work tasks.
· Experience in public speaking and/or leading educational events.
· Nonprofit organization experience preferred.
· Certified Benefits Counselor designation within 90 days of position acceptance. Agency provides training and assistance to candidates.
· Acceptable criminal background check.
· Valid driver’s license, auto insurance, and acceptable driving record.
Note: Licensed insurance brokers are not eligible for hire. Individuals would need to surrender their license prior to starting employment with Senior Services
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