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Description and Requirements
Requirements
Description and Requirements
General Description: Manage and retain a book of assigned employee benefits accounts. Includes coordination of day-to-day customer service and new enrollments. Serve as primary contact for clients and vendors on Medicare rules, guidelines, and enrollments.
Responsibilities
- Manage a book of business comprised of Medicare Advantage, Medigap, and Prescription Drug Plan (PDP) clients.
- Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
- Help process and facilitate new Medicare enrollments for Medicare Advantage & Prescription Drug Plan (MAPD), Medigap, and PDP plans.
- Manage renewal questions, concerns, and enrollments with clients and carriers.
- Champion client cross-selling initiatives and develop client accounts.
- Regularly communicate with clients regarding Medicare rule and regulation updates.
- Process all policy changes, endorsements, and other requests as needed.
- Provide resolution support and oversight for client issues. Includes contract clarifications and billing.
- Maintain a high degree of accuracy in agency management systems.
- Maintain a high degree of understanding of technology used in the Medicare market.
Knowledge, Skills And Abilities
- 5 years of experience in the health benefits industry, preferably the Medicare and/or Individual market or related marketplace.
- Bachelor’s degree preferred.
- Knowledge of Health and Ancillary plans for the Medicare and Individual market preferred.
- Must hold Life & Health license or obtain within three months from date of hire.
- Strong analytical skills: capable of using and interpreting benefit-related facts and figures.
- Ability to stay organized and focused in a busy, high-volume environment.
- Detail oriented with effective communication skills.
- Comfortable presenting products and services to small audiences.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
Seniority level
Seniority level
Mid-Senior level
Employment type
Job function
Job function
Sales and Business DevelopmentIndustries
Insurance
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