Lynn is our Estate and Insurance Specialist.
From February – May of 2013 Lynn volunteered in the Estates department and in the Independent Living (driving and doing intakes). May 2013 – Now Lyn is employed part-time in the Estates department.
What’s your favorite part of working with Friends for Life? “My co-workers, Friends for Life hires the nicest people!”
How many clients do you serve? “A LOT – Probably over 150 since I do work for all the Estates and Money Management clients, as well as some of the Guardian of Person only clients.”
Tell me a little about what you do at work on a daily basis? “My main focus is Medicare – I make sure all the Friends for Life clients have a good Part D (Prescription) plan with a low premium and low co-pays. I also track their prescription and other medical costs each month to make sure they are covered correctly by their insurance and make changes to their plans as needed. I also work with other medical insurances and do some work with Medicaid and Medicaid co-pays for nursing home care. I work with the bonds we have for our clients to track payments that are due each year. I track the monthly bank deposits for all of our guardianship clients that we are rep-payee for and also track any changes in income or automatic payments. I work on the guardianship fees that the state pays for some of our clients – working on the applications, requesting payment form HHSC and tracking to make sure their co-pays are adjusted so we can receive that compensation each month. I assist the other Estate Specialists with their clients when needed, and usually do extra work when we receive new clients.”
What do you like to do for fun outside of work? “I moved here two years ago and all my family is in the Midwest area, so I love to travel to see my two sons and my new granddaughter, as well as my sisters and parents. I also like to go to the movies, shopping, and hanging out with friends.”