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Account Manager - Medicare Support

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Job Description - Account Manager - Medicare Support

Company:
Marsh McLennan Agency

Description:

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.
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