Bilingual Senior Retention Advocate
Healthfirst · New York
📍 New York, NYvia workdayFirst listed here 2026-08-13
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The Bilingual (Spanish and/or Man/Can) Sr Retention Advocate (SRA) is responsible for educating and providing Healthfirst members support to obtain financial entitlements for which they are eligible that enable members to maintain the highest level of independence both at home and within their communities. The SRA provides members education about cost-saving programs, assists our members in applying for programs for which they are eligible, and provides follow-up support. They will be responsible for a cycle of work that requires managing a case from start to finish.
This role manages multiple tasks independently, utilizing a fast-paced proactive vs. reactive approach to changing priorities. The SRA frequently communicates with members to provide moderately complex information in person and by interacting through electronic documentation tools. The SRA works in a paperless work environment that requires daily hands-on administration of multiple electronic Patient Health Information (PHI) databases and security requirement tools, including encryption. These systems include, but are not limited to, TrucareHTML5, RightFax, VoIP, Virtual Work Platforms (VPN), creating pdf files (Adobe Acrobat), and MS Office 360 software (such as Word, Excel and Outlook), Interaction Client, Jabber, and related systems.
Contacts members and/or primary caregivers by phone or letter to arrange a telephonic or in-person interview to assess Medicaid/Medicare/Medicare Savings Program eligibility. Ensures all calls and conversations are conducted in accordance with approved Healthfirst expectations.
Educates and provides Healthfirst members support to obtain financial entitlements for which they are eligible
Has full and complete access to patient records and reports as well as to personal/financial profiles and documents, requiring utmost integrity and discretion
Serves as an advocate between all parties maximizing the participant’s support network and assists members in obtaining needed services
Researches designated tools and platforms concerning eligibility, exclusion, and exemption codes
Consults with Human Resource Administration (HRA)/Local Department of Social Services (LDSS) Medicaid staff as needed and reports to supervisor about any need for HRA/LDSS consultation
Tracks the Medicaid/Medicare/MSP status for all members on an ongoing basis until all member entitlements are resolved
Assists members with completing designated application in a timely, organized fashion and assists participant or primary caregiver in the completion of the application
Assists in collecting all required documents for applications
Submits documentation to HRA/LDSS within specified timeframe to assure Medicaid coverage for the member
Monitors all applications according to HRA/LDSS/Social Security office/Medicare time frames
Documents all client calls /outcomes in database system and spreadsheets
Responsible for tracking work, maintaining accurate data, presenting it, and following up promptly
Prepares/submits monthly reports to Management
Additional duties as appropriate or as directed
Ongoing Knowledge & Support
Monitors and maintains awareness and understanding of changes in Medicaid/Medicare/HMO laws; collaborates and shares information with other Team members as appropriate
Participates in entitlement training/meetings, as directed
Understands and develops how the department impacts and works with Healthfirst’s operations overall to benefit its members
Contributes creative solutions and takes ownership of daily assignments to ensure effective communication and systematic completion of routine and special projects
Maintains the highest level of integrity, courtesy, and respect while interacting with clients, employees, and business contacts
Assists with the orientation of new hires to educate them on the model, support enrollment growth and can answer routine questions about the program.
Handles other duties as assigned, with the occasional need to work weekends, additional hours before or after shift schedule and/or from other HF site locations
Experiences managing member information or appointments in a shared network environment using paperless database modules
Minimum Qualifications:
High School diploma or GED from an accredited institution
Has the ability to travel throughout the 5 boroughs, Westchester, Orange, Sullivan, Rockland, and Nassau County
Well organized, detail oriented, and adaptable to procedural and other changes
Strong data entry skills and a demonstrated ability to maintain monthly spreadsheets for tracking and statistical purposes
Preferred Qualifications
Associate degree from an accredited institution
Prior experience with Medicaid /Medicare/Medicare Savings Program
Prior experience working with an adult or elderly population
Customer service experience, preferably in an inbound and outbound call center within a healthcare environment
A competent understanding of integrated care
Experience in health insurance, a home care environment, acute, sub-acute, long-term care (LTC) setting, or managed-long term care (MLTC)
At least five years in a health plan sales role with a proven record of consistently producing maximum results in a compliant manner.
Compliance & Regulatory Responsibilities : Noted above
License/Certification : N/A
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. HF Management Services, LLC complies with all applicable laws and regulations. Applicants and employees are considered for positions and are evaluated without regard to race, color, creed, religion, sex, national origin, sexual orientation, pregnancy, age, disability, genetic information, domestic violence victim status, gender and/or gender identity or expression, military status, veteran status, citizenship or immigration status, height and weight, familial status, marital status, or unemployment status, as well as any other legally protected b
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