Medicare Account Manager & Team Lead

The Hilb Group, LLC; Michigan; Presencial; USD 52.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company Paid Life Insurance

Disability Insurance

Medical, Dental, Vision

401(k) with company match

Paid Time Off

Additional voluntary benefits

Descripción de la vacante

The Hilb Group, LLC is seeking an Account Manager to join our Cheboygan, MI team in-office. You will lead front desk operations, manage scheduling and performance, and educate clients on Medicare options while ensuring HIPAA and CMS compliance.

You will build a sales-ready pipeline from referrals and community outreach, meet enrollment goals, and collaborate with Marketing on compliant events. Strong leadership and insurance experience are essential.

Formación

• High school diploma or GED required.
• Active state insurance producer license (Health; Life & Health preferred).
• Medicare certification: AHIP (or equivalent) and carrier certifications (or ability to obtain before start date).
• 1–3+ years in insurance sales, Medicare advising, or benefits; 1+ year team lead/supervisory experience (front desk, retail, call center, or customer service).
• Strong customer service and communication skills; ability to explain complex benefits simply.
• Proficiency with CRM/AMS systems and scheduling tools; CMS marketing/compliance knowledge.

Responsabilidades

• Lead & schedule the front desk team; manage coverage, breaks, PTO, and shift changes.
• Train, coach, and QA front desk performance (greeting standards, phone etiquette, message handling, appointment scheduling, CRM accuracy).
• Manage daily operations: lobby flow, guest experience, signage, opening/closing checklists, and incident reporting.
• Resolve escalations professionally; partner with operations for facilities and IT issues.
• Maintain compliance with privacy and security requirements (HIPAA/PII), document retention, and data entry quality.
• Track KPIs such as average call answer time, abandonment rate, first-contact resolution, and front desk NPS/C-SAT.
• Conduct compliant needs assessments and present Medicare plan options (Medicare Advantage, Medigap, PDP), plus ancillary benefits when appropriate.
• Complete sales cycle: education, plan comparison, SOA (Scope of Appointment), enrollment applications, follow-up, and onboarding.
• Build pipeline via inbound leads, front desk referrals, community outreach, and relationships with providers/senior centers.
• Educate clients on key timelines (AEP, OEP, SEP), eligibility, and plan changes; provide compliant service and retention support.
• Meet or exceed targets for enrollments, retention, cross-sell/upsell, and client satisfaction.
• Partner with Marketing on compliant events, seminars, and campaigns.
• Assist with vendor/carrier coordination, supply management, and audit preparation.

Conocimientos

Insurance sales

Medicare advising

Team leadership

Customer service

CRM proficiency

Communication skills

Time management

Educación

High school diploma or GED

State insurance producer license

Medicare AHIP certification

Herramientas

Salesforce/CRM

EZLynx

Microsoft 365

Descripción del empleo

The Hilb Group, LLC is seeking an Account Manager to join our Cheboygan, MI team in-office. You will lead front desk operations, manage scheduling and performance, and educate clients on Medicare options while ensuring HIPAA and CMS compliance.

You will build a sales-ready pipeline from referrals and community outreach, meet enrollment goals, and collaborate with Marketing on compliant events. Strong leadership and insurance experience are essential.