Job Description

This position is responsible to manage the coordination of services to Medicare and individual health clients. The seasonal Medicare Coordinator will pride team attitude and support for the Medicare team in all areas of service.

What Does a Client Services Advocate Do?

As a Client Services Advocate you are responsible for helping grow our Medicare and Individual book of business along with servicing these clients. The focus for this role is to market new, retain renewal business and contribute to agency revenue goals.

Essential Responsibilities

• Provide frequent, direct client interaction, including communication, scheduling, follow-up, and coordination of in-person and virtual meetings.
• Manage high-volume client traffic, particularly during the eight-week Open Enrollment period, which may include approximately 2,000 client calls.
• Process and accept CMS applications during Open Enrollment and manage required client documents, applications, and supporting materials.
• Work efficiently in a fast-paced environment while managing multiple priorities, deadlines, and client needs.
• Utilize EPIC, Medicare CRM tools, carrier platforms, MedicareConnector, and other systems to support client service and operations.
• Create presentations and client-facing collateral, and assist with hosting and co-hosting educational and community events.
• Assist with client mailings, plan materials, and other administrative and operational needs.

Perks of Working at Christensen Group

We are employee owned. A large part of our compensation package is the Employee Stock Ownership Plan (ESOP) which means we all have skin in the game. An ESOP is a retirement asset, like a 401(k) Plan but the difference is a 401k grows based on the stock market and our ESOP gr
ows based on the work we contribute as a team.

All ESOP eligible employees participate in an allocation of ESOP shares that are targeted at 15% of W-2 pay. In simple terms, Christensen Group adds shares equal to a dollar value into your ESOP retirement account every year. What we contribute is 5x more than the typical 3% employer 401(k) match.

At Christensen Group we offer a comprehensive employee benefits package including medical, dental, vision, HSA, FSA, short-term/long-term disability, Life/AD&D insurance, Voluntary Life/AD&D insurance, 401(k), identity shield, and pet insurance.

Most people spend most of their adult lives at their workplace — and we know that burning some energy is important during the day. So, when we built out our new office, we made sure to include some space for people to stay fit, blow off some steam and get their sweat on. This can be done in our Golf Simulator, the onsite gym, on the racquetball court, or on our walking treadmill desks.

Who Is Christensen Group?

Founded in 1952 and 100% employee-owned, Christensen Group is the largest locally owned, independent insurance and employee benefits agency in Minnesota. At Christensen Group, we treat our employees like people. We care about our clients; we care about the carrier partners, and we care about one another; professionally and personally. We’re committed to understanding the businesses we serve and finding solutions that enable those businesses to grow. As an employee you are constantly learning and developing through on-the-job experiences to best serve your clients.

Requirements

Job Requirments

• 2+ years of relevant experience preferred.
• Knowledge and experience with individual health, Medicare, Medicaid, and MNsure.
• Knowledge of Social Security, CMS regulations, and ancillary products.
• Healthcare setting and pharmaceutical knowledge preferred.
• Sales experience preferred.
• Proficiency in Microsoft Office, including Excel and strong math skills.
• Strong organizational, problem-solving, time-management, and communication skills.
• Ability to work independently and effectively in a team environment.
• Ability to maintain confidential information and respond to client and department needs.
• Minnesota Life and Health Insurance License required