Medicare Client Services Assistant

Insurance Pros, Inc•Leawood, KS

5d•Onsite

About The Position

Insurance Pros is a Medicare and health insurance agency dedicated to helping clients navigate their coverage options with confidence. Our team leads with education, builds trust through transparency, and serves every client with integrity. We are committed to continuous improvement and building a culture where great people do meaningful work. The Medicare CSA provides accurate, timely, and client-focused administrative support to the Insurance Pros Medicare team. This role is responsible for completing enrollments, managing client accounts, processing renewals, and ensuring every client’s Insurance Pros experience is seamless, accurate, and handled with care from start to finish.

Requirements

Prior experience in health insurance administration, Medicare processing, or a related administrative role preferred
Working knowledge of Medicare enrollment processes, carrier portals, and submission requirements (or the ability to learn quickly)
Exceptional attention to detail
Clear and professional communicator; clients always know their status and next steps
Highly organized with the ability to manage multiple client accounts and competing deadlines simultaneously
Proficient in CRM systems, Microsoft Office Suite, and carrier portals; comfortable learning new platforms
Demonstrates integrity and discretion; takes the confidentiality of client information seriously
Coachable, positive, and a true team player — you bring a can-do attitude to every task

Responsibilities

Process Medicare enrollment applications accurately and within carrier-required timelines
Verify all enrollment data for accuracy and confirm enrollment timely
Maintain accurate, fully up-to-date client enrollment records in the CRM at all times
Serve as the primary administrative point of contact for all assigned client accounts
Complete all ad hoc administrative tasks assigned by the Medicare Admin Manager accurately and by the given deadline
Support team initiatives and projects with a positive, can-do attitude and strong follow-through