About this role
JOB TITLE: Account Manager –Medicare Support JOB TYPE: FLSA Non-Exempt SUMMARY: Provide marketing and administrative support to benefit advisors handling clients with Medicare products.
ESSENTIAL DUTIES & RESPONSIBILITIES:
• Support the Account Executive in managing client relationships. • Deliver quality customer service to existing and new clients, as well as work with prospects. • Run and prepare quotes/illustrations for Medicare plans. • Prepare documentation for client presentations, including reviews, report compilation, duplication, and distribution. • Maintain files for compliance and audits related to Medicare products. • Provide and audit client applications for Medicare coverage. • Manage applications during the underwriting process and request required medical records. • Communicate status updates to clients during the application and underwriting process. • Market applications for more favorable ratings when appropriate. • Perform general administrative duties, including database maintenance, exam scheduling, photocopying, faxing, mailing, and filing. • Provide IT backup when necessary. • Assist with commission inquiries related to Medicare products. • Coordinate with brokers to implement client renewals and outreach programs for Medicare plans. • Undertake additional projects and special presentations as required. REQUIREMENTS:
• Education: College Degree Preferred. • 1+ years of experience in the insurance industry, particularly in Medicare support. • Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills. • Demonstrated cooperation and effective communication with clients, vendors, and co-workers. • Ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness. • Operational knowledge of various Windows-based application programs such as Excel, Word, PowerPoint, and current Internet technologies. • Willingness to work overtime when necessary and is approved, due to the cyclical nature of the business.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.