Job Description
Medicare Specialist
Job Summary
The Medicare Specialist is responsible for managing and servicing an established book of Medicare clients while driving new Medicare plan sales. This role focuses on client education, plan recommendations, enrollment support, and ongoing service, ensuring compliance with all Medicare regulations and enrollment guidelines.
Responsibilities
Manage and service an existing book of approximately 500 Medicare clientsProactively reach out to clients to present Medicare plan options and enrollment opportunitiesAnswer client questions regarding coverage, benefits, eligibility, and enrollment periodsConduct Medicare enrollments in compliance with CMS regulations and internal guidelinesMaintain accurate and up-to-date client records and documentationSupport a small book of individual insurance accounts as need...