Medicare Educator

Job Description

Job Description

TITLE: MEDICARE EDUCATOR

For more than 50 years, Active Generations has been a trusted leader in supporting adults through wellness programs, essential services, and meaningful community connections. With a growing team across multiple locations, we continue to evolve and expand our impact while staying grounded in our mission.

Our work centers on creating environments where people can thrive—physically, socially, and emotionally. Through wellness and nutrition programs, caregiving services, and opportunities for connection, our team works together to promote active lifestyles and overall well-being. We’re guided by teamwork, compassion, and adaptability, and we’re looking for individuals who want their work to have genuine purpose and lasting impact.

SUMMARY:

As the Medicare Educator, this role is responsible for providing unbiased education and counseling to beneficiaries regarding Medicare and related insurance programs. As the Medicare Educator, this individual helps beneficiaries make timely, informed decisions and access resources that best meet their needs. This role supports program delivery through direct service, outreach, and collaboration with volunteers and community partners.

ESSENTIAL FUNCTIONS:

• Provide one-on-one Medicare counseling to beneficiaries by phone or in person
• Assist 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:

• 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 knowledge of Medicare programs, benefits, and enrollment processes, along with the ability to learn and stay current on regulatory updates and program requirements. This individual has 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
• Ability to stand, walk, bend, and reach occasionally 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
• Ability to travel within the region for outreach, appointments, and trainings
• Ability to communicate effectively in person and over the phone
• Ability to view 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

Direct reports: None.

ACCOMMODATION :

Active Generations is committed to providing equal employment opportunities and complying with the Americans with Disabilities Act (ADA). Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Applicants or employees who require accommodation during the application or employment process should contact Human Resources.