Account Manager

Medicare & Individual Health Account Manager
Ideally would like based out of our Sheboygan or Brookfield office

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

POSITION SUMMARY
The primary responsibility of the Account Manager is to provide administrative, operational, and client service support by assisting with client communications, data collection, scheduling, enrollment documentation, and service-related follow-up. This role helps ensure client information, policy records, and enrollment processes are completed accurately, timely, and in compliance with regulatory requirements while delivering responsive service to prospects, clients, Risk Advisors, and internal team members. Additionally, the Account Manager supports the maintenance of agency management systems, assists with marketing initiatives and product ordering, and contributes to a successful renewal process during Annual Enrollment Periods (AEP).

ESSENTIAL FUNCTIONS
Support Risk Advisors and Account Executives with client preparation, communications, and service-related tasks
Facilitate data collection of new prospects, including but not limited to, individual health, Medicare and ICHRA’s
Run Part D reports on the CMS website for individual clients, as requested
Maintain the agent management system by entering policies, creating commission allocation forms, renewing, rewriting, and cancelling policies
Facilitate ordering of new/revised products for members
Support AEP activity, including renewals, SOAs, authorizations, scheduling, and client follow-up
Help identify workflow gaps and opportunities to improve client and team experience
Assist clients xsgimln with service questions, scheduling, documentation, and follow-up needs

QUALIFICATIONS
Education
High School diploma or equivalent
Experience
2+ years of customer service experience
Accreditation
Wisconsin Life and Health insurance license required within 90 days of employment and maintained throughout the course of employment
Contract and certify with ACA & Medicare carriers, as needed
Annual certification with AHIP & FFM, as needed