Medicare CSR / Account Manager

SDI Staffing; Encinitas (CA); Hybrid; USD 41,000 - 45,000; Full time

Benefits offered by this job

Weekly payroll

Direct deposit

Online time entry

Sick leave pay

Holiday pay

Vacation pay

401K Retirement Plan

Job summary

SDI Staffing in Encinitas, CA is seeking a Medicare CSR / Account Manager for a remote hybrid role. You will service an existing book of business with Medicare Advantage and Medicare Supplement plans.

Responsibilities include processing applications, renewals, and client support with no sales quotas. Requires CA Health & Life Insurance License and 2+ years in health insurance; compensation is hourly with benefits in a collaborative team environment.

Qualifications

• Active California Health & Life Insurance License.
• Minimum 2 years in benefits/health insurance industry.
• Strong customer service with client-first approach.
• Ability to clearly explain plan options and coverage.
• Detail-oriented with strong organizational skills.
• Proficient in Microsoft Office; Salesforce a plus.
• Excellent written and verbal communication.
• Team player with positive professional attitude.
• Regular attendance as per company policy.
• California residents only; no visa sponsorship.

Responsibilities

• Service an existing book of business and assist with new Medicare plans.
• Provide exceptional service with no prospecting quotas.
• Assist clients with questions on health, dental, vision, life, and Medicare.
• Research and tailor insurance solutions to client needs.
• Support clients through renewals, claims, and plan management.
• Process insurance applications and maintain client files.
• Collaborate to deliver top-tier service in every interaction.
• Stay informed on industry trends and regulatory changes.

Skills

Customer service

Communication

Detail oriented

Organizational skills

Team player

Multitasking

Professional demeanor

Education

California Health & Life Insurance License

Tools

Salesforce

Microsoft Office

Job description

Medicare CSR / Account Manager needed for a Health Insurance Agency located in Encinitas, CA - Remote Hybrid! The CSR / Account Manager will also be working with Individual / family plans.

HOURS: Monday – Friday; 8:00 am – 5:00 pm or 9:00 am – 6:00 pm

DURATION: Temporary to possible Hire

WORKPLACE: Remote Hybrid; in-office two days each week

PAY: Depending on experience, the position can pay $30.00 – $33.00 per hour.

Benefits

• Weekly payroll
• direct deposit
• online time entry
• sick leave pay
• upon meeting eligibility: holiday pay
• vacation pay
• 401K Retirement Plan

Job Duties

• Will service an existing book of business and help write new Medicare Advantage and Medicare Supplement plans.
• Provide exceptional service and support to our existing client base — no prospecting or sales quotas required.
• Assist clients with questions regarding health, dental, vision, life, and other benefit plans; individual / family plans and Medicare.
• Research and recommend insurance solutions tailored to client needs.
• Support clients through renewals, claims issues, and ongoing plan management.
• Process insurance applications and maintain accurate client files.
• Collaborate with the team to ensure clients receive “over the top” service at every interaction.
• Stay informed on industry trends and regulatory changes to best advise clients.

Requirements

• Active California Health & Life Insurance License.
• Minimum 2 years of experience in the Benefits / Health insurance industry.
• Strong customer service skills with a genuine client-first approach.
• Ability to clearly explain plan options and coverage details to clients.
• Detail-oriented with excellent organizational skills.
• Proficiency in Microsoft Office (Outlook, Word, Excel); experience with Salesforce is a plus.
• Strong communication skills, both written and verbal.
• Team player with a positive, professional attitude.
• Regular and consistent attendance as defined per Company policy.
• Work is performed in a typical interior/office work environment.
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• May be required to stand for extended periods of time.
• Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
• Ability to prioritize, multi-task, set goals and meet deadlines.
• Must be a team player that possesses strong customer service and problem-solving skills.
• Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
• Legal residents of California only.
• Visa Sponsorship not available.
• W2 only.