Job Description

Medicare Account Manager

Job Summary

Seeking a dedicated and experienced Medicare Account Manager to join a family-owned, woman-owned insurance agency renowned for its exceptional client service, collaborative culture, and flexibility. This full-time, year-round position offers long-term growth potential, with opportunities to advance into leadership or operations for the right candidate.

Compensation Package

• Base Salary: Starting at $60,000+, with flexibility for the right candidate.
• Bonuses: Quarterly bonus opportunities tied to retention and growth.
• Certifications: CMS and Humana certifications covered by the agency.
• Additional Perks: Flexible scheduling outside of the Annual Enrollment Period (AEP).

Responsibilities

• Provide exceptional, white-glove service to Medicare clients.
• Act as the primary liaison between clients and carriers.
• Handle approximately 3–5 client service calls daily.
• Support a high-energy producer by maintaining organization and workflow.
• Assist with client retention and account management.
• Perform data cleanup and ensure accurate record-keeping.
• Collaborate with operations and internal support staff.
• Support Medicare and ACA business as needed.
• Maintain up-to-date knowledge of Wisconsin Medicare and healthcare systems.

Qualifications/Requirements

• Proven experience in Medicare insurance is required.
• Strong understanding of Medicare plans, processes, and regulations.
• Ability to thrive in a fast-paced, sales-driven environment.
• Highly organized, detail-oriented, and proactive.
• Excellent client service and communication skills.
• Ability to work independently in a remote setting, if applicable.
• ACA experience is a plus.

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