Individual Health Coordinator

Christensen Group Inc; Eden Prairie (MN); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical

Dental

Vision

HSA

FSA

Short-term/Long-term disability

Life/AD&D insurance

Voluntary Life/AD&D insurance

401(k)

Identity shield

Pet insurance

Job summary

Christensen Group Inc. is seeking an Individual Health Coordinator to help grow our Medicare and Individual health book of business while serving clients and supporting the Medicare team.

The role focuses on retention, teamwork, and contributing to overall growth, with responsibility for client scheduling, enrollment, and documentation during Open Enrollment.

Qualifications

• 2+ years of related experience preferred.
• Knowledge of individual health, Medicare, Medicaid, and MNsure.
• Knowledge of Social Security, CMS regulations, and ancillary products.
• Healthcare setting and pharmaceutical knowledge preferred.
• Strong multitasking and time-management skills.
• Sales experience preferred.
• Proficiency in Microsoft Office, including Excel.
• Ability to work independently and in a team.

Responsibilities

• Provide frequent client interaction, including scheduling, follow-up, and coordination of meetings.
• Manage high-volume client traffic, especially during Open Enrollment.
• Process CMS applications and manage client documents.
• Work in a fast-paced environment with multiple priorities.
• Use EPIC, Medicare CRM tools, carrier platforms, MedicareConnector and other systems.
• Create presentations and client-facing collateral and assist with events.
• Assist with client mailings and plan materials.

Skills

Healthcare coordination

Multitasking

Client interaction

Sales experience (preferred)

Microsoft Office (Excel)

Education

Minnesota Life and Health Insurance License

Tools

Microsoft Office

Job description

Description

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

What Does a The Individual Health Coordinator Do?

As a Individual Health Coordinator 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 retain and su pport team initiaiives and goals that contribute to the overall growth of book of business.

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 inbound and outbound coordination.
• 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 grows 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.

• medical
• dental
• vision
• HSA
• FSA
• short-term/long-term disability
• Life/AD&D insurance
• Voluntary Life/AD&D insurance
• 401(k)
• identity shield
• 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.
• Strong multitasking skills with the ability to prioritize competing tasks and responsibilities in a fast-paced environment.
• 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