Medicare Producer – Account Manager (Carmel, IN)

Medicare Producer – Account Manager (Carmel, IN)

Posted 2 weeks ago

Purpose:

To provide high level Medicare insurance consultation to eligible clients in accordance with CMS and carrier guidelines.  Provide, with a positive attitude, customer service as assigned and requested such as eligibility, network and formulary support, sales presentations, lead program participation, quoting and cost analysis assistance.

Responsibilities:

  • Provide customer service for Medicare insurance business
  • Quote & Evaluate all Medicare insurance lines of business
  • Conduct Medicare Sales Presentations
  • Provide network and formulary support for book of business
  • Run cost analysis
  • General administrative tasks of the department
  • File and maintain all client information in a timely manner
  • Maintain client records and demographics within agency management system
  • Document scanning and recordkeeping
  • Additional duties as assigned

Requirements:

  • Experience: At least two (2) years’ experience in sales position is desirable.
  • Education requirement: College degree preferred. High school diploma or equivalent (GED) is required.
  • Must be Life & Health licensed or willing to become licensed per state requirements.
  • Ability to sit at workstation and physically perform office duties
  • Must obtain/maintain annual Medicare certifications.
  • Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint).
  • Proficient in agency management software.
  • Professional designation is a plus.

Job Features

Job CategoryFull Time Positions

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