Senior Client Services Agent (Medicare Sales)

Lone Star National Bank; McAllen (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Lone Star Insurance Services seeks a Medicare Team Lead to oversee a dedicated team assisting clients with Medicare plans, ensuring regulatory compliance, and delivering top-tier customer service. You will monitor performance, provide coaching, and resolve escalated issues to boost member satisfaction.

Travel to San Antonio and the Rio Grande Valley will be required; bilingual English/Spanish is preferred. The role requires leadership, CRM proficiency, and a strong commitment to compliance and

Qualifications

• 5+ years of sales management, sales leadership, or Medicare-specific experience.
• Bachelor’s degree preferred or equivalent work experience.
• Active Health/Life insurance license, with the ability to pass AHIP Certification
• Strong understanding of Centers for Medicare & Medicaid Services rules and regulations.
• Strong communication, interpersonal, and problem-solving skills.
• Proficiency with computer systems, including Microsoft Office and CRM tools.
• Ability to travel to San Antonio and the Rio Grande Valley, Texas
• Bilingual in English and Spanish (preferred)

Responsibilities

• Supervise and motivate a team of agents or specialists, ensuring daily operations run smoothly.
• Track and optimize team metrics, including sales conversion rates, production targets, and call quality.
• Ensure all operations comply with Medicare regulations and Lone Star Insurance Services policies.
• Act as the primary point of contact and subject matter expert for resolving complex member or provider issues.
• Lead training sessions in San Antonio & the Rio Grande Regions, develop job aids, and mentor new hires.
• Identify areas for improvement in workflows and implement changes to enhance efficiency
• Forecasting opportunities during peak open enrollment period
• Maintain referral programs work closely with Branches and partners to uncover opportunities.
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Lone Star National Bank and Lone Star Insurance Services policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Lone Star National Bank and Lone Star Insurance Services policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Skills

Leadership

Communication

Bilingual (Eng/Spanish)

Education

Bachelor's degree or equivalent

Tools

CRM tools

Microsoft Office

Job description

Job DetailsJob Location: LSIS - McAllen, TX 78504

SUMMARY

A Medicare Team Lead oversees a team responsible for assisting clients with Medicare plans, ensuring compliance with regulations, and providing excellent customer service. They are responsible for monitoring performance, providing training, and resolving escalated issues to improve efficiency and member satisfaction. Contracts of licensing, budgets and forecasting.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

• Supervise and motivate a team of agents or specialists, ensuring daily operations run smoothly.
• Track and optimize team metrics, including sales conversion rates, production targets, and call quality.
• Ensure all operations comply with Medicare regulations and Lone Star Insurance Services policies.
• Act as the primary point of contact and subject matter expert for resolving complex member or provider issues.
• Lead training sessions in San Antonio & the Rio Grande Regions, develop job aids, and mentor new hires, especially during the annual enrollment period.
• Identify areas for improvement in workflows and implement changes to enhance efficiency
• Forecasting opportunities during peak open enrollment period
• Maintain referral programs work closely with Branches and partners to uncover opportunities.
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Lone Star National Bank and Lone Star Insurance Services policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Lone Star National Bank and Lone Star Insurance Services policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Qualifications

• 5+ years of sales management, sales leadership, or Medicare-specific experience (Medicare Advantage, Part D, Drug RX, Supplement,). (Required)
• Bachelor’s degree preferred or equivalent work experience.
• Active Health/Life insurance license, with the ability to pass AHIP Certification
• Strong understanding of Centers for Medicare & Medicaid Services rules and regulations.
• Strong communication, interpersonal, and problem-solving skills.
• Proficiency with computer systems, including Microsoft Office and Customer Relationship Management (CRM) tools.
• Passionate about delivering high-quality service to Medicare members.
• Ability to mediate disputes and handle escalated situations effectively.
• Proven ability to set, achieve, and exceed performance targets.
• Ability to work in a fast-paced environment and handle changing requirements.
• Ability to sell products within licenses obtained
• Ability to travel to San Antonio and the Rio Grande Valley, Texas
• Bilingual in English and Spanish (preferred)

ORGANIZATION

• This position reports to the Insurance Office Manager
• This position oversees the Client Services Agents (Medicare)

TRAINING REQUIREMENTS

All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal insurance laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.

COMMUNITY INVOLVEMENT

Lone Star Insurance Services’ Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company sponsored activities, civic, charitable and community events and to be active in the communities we serve.

LSIS is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.

Management reserves the right to change this position description at any time according to business needs.