Medicare Support Specialist

AmeriLife • Rochester, NY

3h

About The Position

Under general direction, the Medicare Support Specialist will be responsible for being the liaison between KAFL’s Sales Representatives and their external Brokers, Direct-to-Consumer Sales Reps and Senior Markets Manager. They will serve as the first point of contact and be expected to deliver on end-to-end Medicare sales operations support and coordination, with strong relationship management skillsets and a distinctive client service orientation.

Requirements

• Ability to obtain Health & Life Insurance License within first year of employment.
• 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.

Nice To Haves

• Ability to obtain AHIP and Carrier certifications preferred but not necessary.

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

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed