JOB DETAILS

Medicare Part D Specialist

CompanyEVERENCE SERVICES,
LocationGoshen
Work ModeRemote
PostedJune 1, 2026
About The Company
About us Everence® aims to help individuals, organizations, and churches experience financial well-being, discover pathways to opportunity, foster mutual aid and generosity, incorporate faith and values into financial and insurance solutions, and care for God’s creation through sustainable practices and offerings. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Disclosure Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719. Do not post personal information on social media in order to keep your information away from scammers. This includes not sharing things like your address, income, Social Security Number, financial accounts and transactions.
About the Role

POSITION SUMMARY
Review and assist Everence Medicare Supplement members with Medicare Part D. 

RESPONSIBILITIES AND DUTIES

  1. Develop and maintain a strong understanding of Medicare Part D prescription drug plans and apply this knowledge when evaluating plan options for members. 
  2. Utilize the Medicare Planfinder web tool to assist members in selecting an appropriate Medicare Part D prescription drug plan. 
  3. 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.
  4. Contact members to request additional information and follow-up.
  5. Audit Medicare Part D Data entry forms and documents to ensure accuracy. 
  6. Document member interactions and plan details using the customer relationship management system (CRM) and documents system (OnBase). 
  7. Collaborate with field offices to support member needs and ensure coordinated service. 
  8. Other tasks as needed.


QUALIFICATIONS

Experience: 
Experience or interest in working and communicating with members 65+ years of age

Skills and Abilities:

  1. Strong service orientation
  2. Accuracy and attention to detail
  3. Excellent overall verbal and written communication skills
  4. Experience working purposefully to accommodate a busy schedule
  5. Ability to keep absolute confidentiality of client information
  6. Ability to use objective and subjective information to help members make plan choices
  7. Comfortable using a computer and doing data input
  8. Familiarity with medication names and medical terminology is preferred, but not required
  9. Basic knowledge of how Medicare works is preferred, but not required
  10. Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living


SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Temporary (approximately end of September to mid-December) 20-40 hours/week; schedule is negotiable

Key Skills
Medicare Part D KnowledgeMedicare PlanfinderCustomer Relationship Management (CRM)OnBaseCommunication SkillsData EntryAttention To DetailConfidentialityMedical TerminologyService Orientation
Categories
HealthcareCustomer Service & SupportAdministrative
Job Information
📋Core Responsibilities
Review and assist Medicare Supplement members in selecting appropriate Medicare Part D prescription drug plans using the Planfinder tool. Document all member interactions in CRM and OnBase systems while collaborating with field offices to ensure coordinated service.
📋Job Type
part time temp
📊Experience Level
0-2
💼Company Size
310
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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