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Jurisdiction: Schuyler County Jurisdictional Class: Competitive Adopted: September 16, 2005; Revised: 09/12/13; Revised 11/27/13 INSURANCE COUNSELING COORDINATOR DISTINGUISHING FEATURES OF THE CLASS: The position involves responsibility for coordinating a program of insurance counseling for older citizens regarding various government and private programs providing coverage for health benefits, long term care, and related matters. In addition, this position is responsible to develop and carry out health and wellness programs as they relate to Medicare and general well being. This position receives and provides training on a routine basis. Does related work as required. TYPICAL WORK ACTIVITIES: Becomes a certified HIICAP counselor within four months of appointment and maintains such status; Provides insurance counseling services to consumers in accordance with State and Federal statutes and regulations, as related to but not limited to, private and employee provided health insurance; Medicare/Medicaid: including the Medicare Savings Program and Low Income Subsidy; long term care insurance; and retirement plans; Makes home visits as necessary as it relates to health insurance counseling; Ensures that state regulations are followed in regard to programs/services; Recruits, trains, and monitors volunteers who provide insurance counseling services; Attends training required by the state and as offered by other pertinent entities regarding health insurance; Assists in establishing or maintaining contact with persons or organization in the community that may provide necessary resources for individuals serviced by the agency for insurance related matters; Speaks at community groups and organizations regarding HIICAP issues, including evenings and weekends; Maintains appropriate electronic and hard copy resource materials for counselors and others interested in obtaining more information about HIICAP; Becomes trained as I&A Specialist; Provides information, assistance and referrals for inquiries through the NY Connects program; Assists with outreach activities related to services of Office for the Aging; Uses computer database to collect and record client information including demographic, contact, and service provision information; Prepares required reports for submission to the state as well as for use by the Advisory Council and as otherwise deemed necessary; Creates advertising pertaining to health insurance counseling; Assists in soliciting consumer satisfaction surveys and providing opportunities for program contributions from clients served; Serves on related coalitions/committees and assists in establishing coalition/committee efforts; Creates articles for the OFA Golden Glow newsletter; Represents OFA at various tabling and promotional events; Assists in the preparation of the performance based budget and makes recommendations as to revenues and expenses related to programs of responsibility. ---PAGE BREAK--- FULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES, AND PERSONAL CHARACTERISTICS: Good knowledge of insurance programs affecting the elderly; Good knowledge of local resources and ability to direct and/or assist consumers accordingly; Ability to develop and maintain effective working relationships with others; Ability to communicate effectively, both orally and in writing; Good instructional, facilitation, and group leadership abilities; Ability to supervise the work of the volunteers; Ability to use personal computer to enter data and produce reports; Ability to maintain records; Good knowledge of the characteristics, needs, and interests of the elderly; Physical condition commensurate with the demands of the position. MINIMUM QUALIFICATIONS: Associate’s degree or higher in a behavioral science, and one year of experience in a human services position or in a position that involved explaining health insurance programs. *Note: Behavioral Science is coursework/degree in sociology, anthropology, counseling, criminal justice, gerontology, human behavior/services, social work/social welfare, and vocational rehabilitation.