- Serve as the primary point of contact for Medicare-eligible individuals, providing guidance on Medicare Parts A & B enrollment timing, Medigap plan options, underwriting vs. guaranteed-issue scenarios, and Part D and other coverage coordination.
- Manage ongoing client activity, including Annual, Open, and Special Enrollment periods, one-on-one consultations, educational sessions, and compliance-aligned documentation and communications.
- Evaluate and compare Medigap carriers and plans (rates, underwriting, discounts, features), Part D plan options, and Medicare Advantage alternatives when appropriate.
- Conduct needs-based consultations evaluating provider preferences, prescription needs, travel considerations, and financial preferences.
- Present clear, compliant recommendations based on premium vs. out-of-pocket tradeoffs, underwriting considerations, and plan benefits and coordination.
- Manage carrier and vendor relationships; coordinate service escalations and issue resolution.
- Oversee end-to-end enrollment support: application guidance, documentation collection, and submission tracking through effective dates.
- Support Producers with presentations, proposals, comparisons, client meetings, and strategy discussions.
- Delegate and oversee administrative tasks, ensuring accuracy in CRM/AMS systems.
- Respond promptly to opportunities and maintain strong documentation and compliance standards.
Communication SkillsAnalytical SkillsMicrosoft Office+1 more