Medicare Educator

ESSENTIAL FUNCTIONS

• Provide one-on-one Medicare counseling to beneficiaries by phone or in person
• Aid beneficiaries with Medicare Part D Plan Finder comparisons and enrollment support
• Complete required government forms accurately and within the same workday or by the end of the next scheduled workday
• Perform daily data entry and maintain accurate records in required systems (e.g., STARS/SIRS)
• Accuracy should be maintained at 90% or higher
• Support recruitment and coordination of SHIINE volunteers
• Interact and collaborate with local volunteers, community partners, and organizations
• Maintain strict confidentiality of all beneficiary and program information
• Travel within the assigned region as directed by the SHIINE Manager
• Stay current on Medicare updates, regulations, and program changes and attend all required trainings

EDUCATION & EXPERIENCE

• Demonstrated knowledge of Medicare programs, benefits, and enrollment processes, along with the ability to learn and stay current on regulatory updates and program requirements
• Associate or bachelor’s degree in a business-related or human services field, or equivalent experience
• Medicare, Senior Medicare Patrol (SMP), or insurance-related experience strongly preferred
• Valid driver’s license required

KNOWLEDGE, SKILLS & ABILITIES

• Demonstrates excellent written and verbal communication skills and can clearly explain complex information to diverse audiences, including older adults, caregivers, and community partners
• Comfortable presenting in group settings and responding to questions is essential
• Strong organizational and time management skills are required to manage appointments, documentation, and reporting
• The ability to collaborate effectively with beneficiaries, volunteers, and partners while maintaining professionalism and empathy is critical
• Proficiency in Microsoft Word, Excel, and Outlook is required to support communication, documentation, data tracking, and reporting

PHYSICAL REQUIREMENTS & WORKING CONDITIONS

• Ability to sit for extended periods of time while conducting phone-based or computer-based work
• Occasional standing, walking, bending, and reaching throughout the workday
• Frequent use of hands for typing, writing, and handling documents
• Ability to lift, carry, push, or pull up to 30 pounds as needed
• Frequent travel within the region for outreach, appointments, and trainings
• Ability to communicate effectively in person and over the phone
• Frequent use of computer screens for extended periods of time
• Comfortable working in both office and community-based environments with moderate noise levels

LEADERSHIP & MANAGEMENT

• Reports to: SHIINE Manager
• No direct reports