What are the responsibilities and job description for the Medicare Relationship Manager position at Advisors Excel?
Position: Marketing Relationship Manager
Department: Medicare
Reporting to: President of Medicare
Location: Topeka, KS - Onsite
Overview:
Are you ready to make a significant impact in the Medicare Solutions Division? We are seeking a dynamic Marketing Relationship Manager to play a pivotal role in supporting our Advisors and VPs. This fast-paced, engaging position involves coordinating internal communications, managing training initiatives, streamlining onboarding processes, and interacting daily with our Advisors to deliver exceptional service and support.
What you’ll do:
- Collaborate with the AE team to manage communications through inbound and outbound calls.
- Coordinate, schedule, and host regular Medicare, Vendor, and Carrier trainings in partnership with VPs.
- Create and distribute an engaging monthly newsletter.
- Oversee the onboarding of advisors, including transition of contracts, technology and data.
- Support VPs in planning and executing a range of events.
- Gain in-depth product knowledge and strategy insights of all carriers and case designs.
- Understand and efficiently utilize promotional materials in the marketing process.
- Take on other responsibilities as assigned by the VPs and Management.
Experience you’ll bring:
- Exceptional verbal and written communication skills.
- An ability to build rapport across all personality types and organizational levels.
- Proficiency in MS Office (Word, Excel, Outlook), Canva, and AI tools.
- Strong analytical, problem-solving, and decision-making skills.
- Proactive, detail-oriented, and capable of managing multiple priorities.
- A knack for organization and dedication to quality.
Bonus Points:
- Knowledge of Medicare or medical terminology is a plus.
- Familiarity with medical conditions and prescription medications.
- Insight into industry carriers and underwriting processes for Medicare.
- A Bachelor’s degree is preferred.
What you’ll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
