Account Manager - Medicare Support

Description
JOB TITLE: Account Manager –Medicare Support

JOB TYPE: FLSA Non-Exempt

SUMMARY: Provide marketing and administrative support to benefit advisors handling clients with Medicare products.

ESSENTIAL DUTIES & RESPONSIBILITIES

Support the Account Executive in managing client relationships.

Deliver quality customer service to existing and new clients, as well as work with prospects.

Run and prepare quotes/illustrations for Medicare plans.

Prepare documentation for client presentations, including reviews, report compilation, duplication, and distribution.

Maintain files for compliance and audits related to Medicare products.

Provide and audit client applications for Medicare coverage.

Manage applications during the underwriting process and request required medical records.

Communicate status updates to clients during the application and underwriting process.

Market applications for more favorable ratings when appropriate.

Perform general administrative duties, including database maintenance, exam scheduling, photocopying, faxing, mailing, and filing.

Provide IT backup when necessary.

Assist with commission inquiries related to Medicare products.

Coordinate with brokers to implement client renewals and outreach programs for Medicare plans.

Undertake additional projects and special presentations as required.

REQUIREMENTS

Education: College Degree Preferred.

1+ years of experience in the insurance industry, particularly in Medicare support.

Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.

Demonstrated cooperation and effective communication with clients, vendors, and co-workers.

Ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness.

Operational knowledge of various Windows-based application programs such as Excel, Word, PowerPoint, and current Internet technologies.

Willingness to work overtime when necessary and is approved, due to the cyclical nature of the business.

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