Position Description
We currently have an opportunity for an Account Manager in our Medicare Products Department. This position assists the Department during Medicare Open Enrollment Season and performs the essential functions of the position, which include providing exceptional service and support of current and prospective clients, carriers, and the Department Lead/Advisor.
Additional duties may include:
- Provide excellence in customer service to existing and prospective client base as well as internal staff.
- Review and analyze client coverage levels to ensure they meet client needs; recommend changes as needed.
- Prepare quotations, and coverage summaries to provide exceptional care to clients.
- Follow through on all inquiries, requests, and submissions to ensure timely receipt and response.
- Verify accuracy of proposals, issued policies; provide communication and documentation to client with appropriate correspondence.
- Provide administrative support to Advisor/Department Lead as required, including data entry, adhering to all Medicare Supplemental Insurance requirements.
- Request, create, and/or assemble communication materials as requested by Lead/Advisor.
- Communicate effectively and courteously to clients, employees, and carriers via telephone, email, or in person, when required, regarding benefits, enrollment and service inquiries.
- Provide client training on enrollment and implementation procedures, including online application software, when utilized.
- Coordinate meetings on behalf of Lead/Advisor and coordinate Medicare supplement educational seminars on behalf of Lead/Advisor.
- Assist with ensuring department employees have appropriate training, licensing and certifications.
- Perform general office duties including answering phones, making copies, preparing faxes etc.
- Maintain and update activity records in agency database according to current process and procedure (including logging and recording of calls and logging of meetings).
- Perform additional duties as requested by Lead/Advisor, management or team members.
Position Skills and Requirements
Two or more years in insurance related industry preferred. Must be a licensed Missouri Life & Health Producer. AHIP professional certification required. The ideal candidate will have strong knowledge of current Medicare insurance regulations. Ability to communicate well and have proficient technology skills.