Hybrid Medicare Support Specialist

Posted 1 hour ago

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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

Medicare Support Specialist

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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