Medicare Solutions Senior Lines Agent

Salary :

$48,000 - 60,000 yearly

Company : Keating

Job Type : Full Time

Remote / Work from Home

Number of Applicants

000+

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Job Description - Medicare Solutions Senior Lines Agent

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you

Professional Development

9 paid holidays, including your birthday and a floating holiday!

401(k) with company match

Employer-Paid Disability, Life Insurance, and Employee Assistance Program

Health, Vision, and Dental Plans

Dependent Care and Flexible Spending Accounts

Paid Time Off

Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!

Learn more about us at https://keatinginc.com/why-keating.

Keating & Associates, Inc.
Senior Lines Agent

Job Summary
We are seeking a Senior Lines Agent to manage Medicare supplement and prescription drug plan enrollments. This is not a commission-based sales role, it is a client experience focused position for someone who takes pride in delivering timely and thoughtful support.
In this role, you will guide clients through Medicare Supplement and prescription drug plan options, manage enrollments end-to-end, and serve as a trusted resource for both clients and financial advisors. This position is responsible for guiding clients through the full enrollment process from start to finish, ensuring accurate and compliant enrollments, and tracking each case through internal systems. The role also involves educating clients on their Medicare options, answering questions, and providing ongoing support so they can make informed and confident decisions, while serving as a reliable resource for clients, insurance carriers, and financial advisors. The ideal candidate has strong industry knowledge, maintains active licensure, and takes a proactive, service-oriented approach to supporting clients and ensuring a smooth and positive experience.

This is a non-exempt position that reports to the Director of Operations.

The role is eligible for remote, hybrid, or on-site work at our Manhattan, KS; Lawrence, KS; Overland Park, KS or Wichita, KS locations.

Salary Range is $48,000.00 to $60,000.00

Responsibilities Include but Are Not Limited To:

Manage complex Medicare enrollments with accuracy and efficiency
Guide clients through Medicare options, helping them understand tradeoffs and make informed decisions
Partner with financial advisors on client planning strategies
Ensure compliance with Medicare regulations and enrollment timelines
Maintain accurate client data across CRM and tracking systems
Oversee workflow progression to ensure timely case completion
Maintain licensure and complete annual certifications
Develop and manage carrier relationships and appointments
Track applications, production, and commissions in internal systems
Coordinate resolution of underwriting and carrier-related issues
Contribute to process improvements and operational efficiencies
Support team development through knowledge sharing

In addition, you will be expected to take on additional responsibilities as needed to address evolving client priorities and contribute to ongoing growth and success.

Certifications/Licensures:

Active Life and Health insurance license that cover Life Insurance, Health products, and Medicare Eligibility. REQUIRED
AHIP certification (current or prior) not required but preferred

Professional Experience:

3+ years of Medicare, insurance, or related experience
Experience managing Medicare enrollments end-to-end
Experience working with carriers and compliance requirements
Medicare experience, including Medicare Advantage and Part D preferred

Education:

High school diploma or equivalent required
Additional industry coursework or continuing education preferred

Desired Skills Include but Are Not Limited To:

Technical proficiency: Applies CRM systems, Medicare platforms, and Excel effectively while adapting to new tools and systems
Accuracy and attention to detail: Ensures precise enrollment processing, documentation, and compliance with regulatory requirements
Organization and execution: Manages multiple client cases, prioritizes tasks, and follows through to meet deadlines
Communication: Communicates clearly with clients, advisors, and carriers, adapting style to diverse audiences and needs
Teamwork: Collaborates with advisors and internal teams to deliver a seamless and consistent client experience
Analytical and problem-solving: Evaluates client scenarios, identifies issues, and develops effective solutions within Medicare guidelines
Compliance awareness: Applies regulatory knowledge to ensure all processes meet Medicare and carrier standards
Initiative and ownership: Takes responsibility for outcomes, proactively identifies improvements, and drives results

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Medicare Solutions Senior Lines Agent

Job Description - Medicare Solutions Senior Lines Agent

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