Medicare Agent Relations Specialist - Onboarding & Support

Jack Schroeder and Associates, LLC; Green Bay (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Benefits package (PTO, medical, dental

Half-day Fridays

Paid company holidays

Professional development

Job summary

Jack Schroeder and Associates, LLC is seeking an Agent Relations Representative (Service) in Green Bay, Wisconsin to deliver a high-quality service experience to independent agents and agencies. You will manage onboarding, guide agents through carrier tools and enrollment platforms, and act as the primary liaison between agents and health plans, ensuring compliance with CMS guidelines.

This role offers the chance to grow within a nationally recognized insurance brokerage.

Qualifications

• High School Diploma or equivalent required; Associate degree preferred.
• At least 1 year of customer service experience.
• Knowledge of Medicare Advantage, Medicare Supplement and Medicare Part D is preferred.
• Strong ability to build professional relationships and communicate.

Responsibilities

• Build strong relationships with Independent Agents and Agencies, acting as a trusted day-to-day resource.
• Provide responsive, solutions-oriented support to agents, helping resolve issues and remove barriers to doing business.
• Lead a structured onboarding experience, including contracting, appointment and certification requirements, and system access.
• Guide agents through carrier tools, enrollment platforms, and internal systems to ensure ease of doing business.
• Serve as the primary liaison between agents and health plans, supporting contracting, licensing/appointment, certification, training, enrollment, commissions, and ongoing service.
• Proactively communicate updates, process changes, and key deadlines to keep agents informed and prepared.
• Monitor agent activity and service needs, identifying opportunities to improve the overall agent experience.
• Support compliance by reinforcing CMS guidelines and ensuring agents understand and follow required sales and marketing practices.
• Collaborate with internal teams to advocate for agent needs and continuously improve service delivery.
• Perform other duties as assigned.

Skills

Relationship building

Attention to detail

Microsoft Office

Multi-tasking

Deadline-driven

Communication skills

Self-starter

Customer service experience

Medicare knowledge

Education

High School Diploma or equivalent

Associate degree preferred

Job description

Jack Schroeder and Associates, LLC is seeking an Agent Relations Representative (Service) in Green Bay, Wisconsin to deliver a high-quality service experience to independent agents and agencies. You will manage onboarding, guide agents through carrier tools and enrollment platforms, and act as the primary liaison between agents and health plans, ensuring compliance with CMS guidelines.

This role offers the chance to grow within a nationally recognized insurance brokerage.