Join an upbeat Insurance Specialist team dedicated to educating and advocating for older adults regarding insurance coverage, enrollment, or claims. SourcePoint’s certified insurance specialists provide valuable, unbiased information about Medicare options to the Delaware, Ohio, community.
Summary:
The Insurance Specialist will provide assistance to older adults in accessing health insurance and prescription drug coverage, including, but not limited to completing applications for pharmaceutical company patient assistance programs, assisting with Medicaid applications/working with Delaware County Department of Job and Family Services, completing Medicare Part D, Medicare Supplement and Medicare Advantage plan comparisons/assisting with application processes, medical bill organization and client advocacy and education, assist with Healthcare.gov/marketplace comparisons and application submissions; maintain essential records, and interact with clients.
Essential Job Functions
Medicare Open Enrollment, Year-Round Health Insurance Marketplace, and Medicare Counseling
- Provide 1:1 insurance counseling via in-person, phone, or virtual appointments
- Teach classes, workshops, and offer other presentations to the public as assigned
- Advocate for older adults regarding insurance coverage, enrollment, or claims
- Document interactions with clients within appropriate guidelines, using resource management software as necessary
Program Development
- Participate in ongoing education to stay current with changes to benefits, insurance procedures, etc. Education may be done via attending OSHIIP and other relevant trainings, participating in webinars, reading OSHIIP news/updates, reviewing related professional publications, networking with other professionals, and other relevant information sources as well as yearly certification of the Healthcare.gov Assister Counsel curriculum
- Contribute to insurance education for the public via digital and printed materials, such as video recordings, website information, Facebook Live, MyCommunicator, newsletters, etc., as requested
- Assist with scheduling Medicare classes and workshops throughout the year and county, including instructors, utilizing volunteers when possible
- Assist in the development and quality improvement of service programs within the scope of the position
- Make recommendations to Insurance Program policy and report to supervisor any relevant issues
- Assist with orienting, scheduling, and supervising Insurance Volunteers as assigned, including work assignments, performance reviews, and adherence to relevant policies and procedures
Required Skills & Abilities
- Skilled in professional interactions with staff, volunteers, and clients
- Good written communication skills for documentation, client interaction, insurance articles, etc.
- Strong presentation and active listening skills; ability to educate
- Knowledge of Medicare and medical insurance, including Medicare Prescription Drug Coverage, Medicare Supplement Insurance, and Medicaid. Must be OSHIIP-trained and certified as a Healthcare.gov Assister; training is available if not previously trained/certified
- Ability to work with diverse individuals in diverse environments
- Good organizational skills, detail-oriented
- Strong clerical skills, ability to use various office equipment, proficient use of computer software
- Ability to be creative and to deal with ambiguity and change on a routine basis
- Ability to meet deadlines and successfully handle multiple tasks
- Ability to drive to and from offsite locations, meetings, events, etc. as needed and assigned
- Ability to work evenings and Saturdays as needed; function as person-in-charge as scheduled
- Ability to promote a positive work culture both within the organization and in the community
Education & Experience:
- Associate degree desired; field of study in social service or human service fields preferred
- OSHIIP trained and certified preferred
- Experience related to health insurance, public benefits, or other related benefits services preferred. Cannot be a licensed insurance broker or agent or be affiliated with an insurance company in this role.
Essential Physical Requirements/Working Conditions:
- Ability to safely navigate uneven terrain, stairs, and move about the building
- Ability to lift 20 lbs. on a regular basis without assistance
- Ability to work extended periods of time teaching, counseling, and at a computer/on the phone
- Smoke-free facility
Other:
It is recognized that in any organization, particularly a small one, it is necessary to assume new responsibilities to ensure operational continuity. Not only is the Insurance Specialist required to wear many hats, but it is expected that this person will be familiar with the work of others to the point of being able to fill in on a temporary basis. It is also anticipated that other organizational needs will emerge from time to time and be assigned to this position.
About SourcePoint:
SourcePoint helps Delaware County adults 55 and better live safely at home and stay healthy as they age. We provide in-home care, such as Meals on Wheels, a large community center, caregiver support, and more. And we want you on our team! Join a wonderful organization that brings together a wide range of expertise and talents under one roof. At SourcePoint, every team member, from accounting to wellness, contributes to our mission to help our community live well after 55.
A Final Note:
Here at SourcePoint, we know that great teams are built on diverse experiences and perspectives, and no one is going to check every box on a job description. If you meet some of the qualifications but not all, don’t hesitate to apply—we’d love to see what you bring to the table!
Equal Opportunity Employment: SourcePoint is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, disability, marital status, or veteran status.
June 2026
