Customer Service Representative providing positive experiences in insurance support via phone calls. Handling policy inquiries and maintaining customer relations on a hybrid schedule.
About the role
- Medicare Support Specialist supporting sales operations and acting as a liaison for Medicare advisors. Ensuring compliance and assisting with training and support for new advisors.
Responsibilities
- Serve as a liaison to our Medicare advisors.
- Provide day-to-day support for quoting, application submissions, carrier systems, and compliance questions in partnership with Sales Representatives to ensure accuracy of work product.
- Support onboarding and training of new advisors, including CMS certification guidance and implementation of advisor marketing strategies.
- Troubleshoot issues related to enrollments, commission tracking, and carrier communications, with effective communication and partnership with key stakeholders.
- Provide guidance and resources to advisors during Annual Enrollment Period (AEP) and other key sales windows.
- Assist with new carrier and/or FMO onboarding and provide ideas for enhancements as appropriate to KAFL leadership.
- Help KAFL’s direct-to-consumer Medicare sales reps with scheduling and tier 1 customer service inquiries.
- Additional duties/responsibilities may be assigned by leadership.
Requirements
- Ability to obtain Health & Life Insurance License within first year of employment.
- Ability to obtain AHIP and Carrier certifications preferred but not necessary.
- 2-3 years of experience in Medicare sales operations support or insurance advisor support within a Medicare Carrier.
- Working knowledge of Medicare Advantage, Medicare Supplement, and Part D plans.
- Excellent verbal and written communication skills.
- Organized, self-motivated, and capable of managing multiple priorities.
- Proficient with CRM systems, quoting tools, and Microsoft Office Suite.
- Ability to meet and/or exceed performance targets and expectations as directed and set by KAFL leadership.
- Ability to receive and act on feedback.
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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