Client Executive, Medicare
New
E
EPIC BrokersInsurance
Remote US BasedFull-Time
Salary100,000 - 110,000 USD per year
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Job Details
- Required Skills
- Communication SkillsAnalytical SkillsMicrosoft OfficeProblem-solving skills
Requirements
- Bachelor’s degree preferred, or equivalent experience
- Insurance industry experience required
- Strong analytical, communication, and problem-solving skills
- Ability to interpret plan materials, benefits, and regulations
- High level of professionalism, discretion, and teamwork
- Strong expertise in Medigap products, underwriting, and guaranteed-issue scenarios
- Working knowledge of Part D and Medicare Advantage plans
- Ability to analyze and explain complex plan information clearly
- Understanding of Medicare regulations and CMS guidelines
- Strong attention to detail, organization, and time management
- Excellent communication and client relationship skills
- Ability to multitask and prioritize effectively in a fast-paced environment
- Proficiency in Microsoft Office and ability to learn new systems
- Active Life & Health insurance license (required)
- Medicare appointments as required
- Valid driver’s license and ability to travel locally
- Medicare-related certifications/designations preferred
Responsibilities
- 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.
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