Medicare Account Manager

6 days ago


Monroe, Washington, United States Farmers Insurance - Spears Agency LLC Full time
Job Overview

Farmers Insurance - Spears Agency LLC is seeking a highly skilled and experienced Medicare Account Manager to join our team. As a key member of our organization, you will be responsible for managing customer relationships and providing exceptional service to our clients.


Key Responsibilities
  • Enroll newly eligible candidates into a Medicare plan that meets their needs and provide reviews to existing members to ensure their current plans are suitable.
  • Follow scripted Medicare presentation templates during client meetings.
  • Schedule onsite or over-the-phone reviews with clients who have submitted their forms in advance.
  • Assist in selecting and completing enrollment applications into the best-fit medical plan for clients.
  • Organize and host open house events for enrollment at our office, in the community, or at local companies or retirement centers.

Requirements
  • Must have or obtain a life and health insurance license within 30 days.
  • Must be able to complete coursework to obtain carrier certification and/or AHIP certification within 30 days.
  • Must be meticulous with details and ensure all applications are accurate.
  • Ideal candidates are outgoing, engaging, and comfortable interacting with clients one-on-one and leading group educational events.
  • Flexibility with schedule is required, particularly during our busy season between October and December.
  • Ideal candidates are quick learners and enjoy helping the community.


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