Medicare & Individual Medical Services Specialist
About The Position
The Senior & Individual Services Consultant supports clients in effectively managing their medical and life insurance plans. HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Requirements
- High School / GED
- 2+ years of related compliant Medicare insurance sales and service experience
- Life & Health License
- AHIP Certified
- Contracted with various Medicare Carriers
- Comprehensive knowledge of carrier strengths and networks.
- Ability to effectively and professionally communicate orally and in writing with internal and external customers.
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
- Confidence and demeanor to effectively interact with all levels within the organization.
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
- Proficiency with Microsoft Office Suite and Outlook.
- Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Nice To Haves
- Spanish speaking preferred
- Desire to learn and grow within the insurance industry.
Responsibilities
- Establishes and maintains strong business relationships with clients and insurance carriers.
- Performs financial analysis.
- Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement, Medicare Advantage, Part-D, Individual & Family Medical Plans (off exchange), Dental, Vision, International Travel, Expatriate Medical, Life Insurance.
- Critically analyzes and compares insurance plans to determine suitability.
- Responsible for strategic planning of all clients and overall retention of accounts.
- Educates employees regarding Medicare.
- Generates professional client and carrier correspondence.
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
- Provides training as a subject-matter-expert to other Client Services team members on various topics.
- Provides support to other employees within the department.
- Performs other duties and projects as assigned.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity
- commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
