Medicare Account Representative

Excellent DIRECT HIRE opportunity!! Join a respected and growing organization where your customer service expertise, attention to detail, and medicare experience truly make an impact. We are seeking a Medicare Account Representative to manage and support a portfolio of valued clients, helping them navigate renewals and identify opportunities to enhance their Medicare coverage.

In this role, you’ll build meaningful relationships with an established book of insureds, acting as a trusted advisor during important coverage decisions. If you enjoy providing personalized service, staying organized, and working in a dynamic environment, this is a rewarding opportunity to grow your career.

We’re looking for someone who thrives in a fast-paced setting and embraces the energy of peak seasons—particularly during Annual Election and Open Enrollment (September–March). Your ability to adapt, prioritize, and deliver a high level of service will be key to your success. This position is full time with the hours of 9-4:30 Monday through Friday.

What does our client offer?

1. Fully paid employee health, dental and vision insurance is available on a single basis to all employees the first of the month following 60 days of employment.
2. A 401K with match is available after 1 year of service
3. 1 week vacation is available for every 6 months worked
4. Enhanced NYS disability benefits and employee life insurance offered to a permanent employee after 90 days.
5. Flexible hours and work at home options available during May—August.
6. Phone reimbursement to $50/month

Responsibilities

• Investigate, interpret and resolve inquiries from clients daily with insurance carriers and contract language.
• Process and follow-up on enrollment applications; submit new sale documents on timely basis
• Develop email correspondence and conduct phone conversations with clients regarding group their re-enrollment needs.
• Update annual election enrollment information for existing clients.
• Conform and maintain compliance to PHI, ERISA and HIPAA regulations.
• Assist with back-up on answering phones and providing customer service as needed.
• Handle all other projects and duties as assigned within the office by the President or the Medicare Sales Coordinator.

Education

Bachelors degree or AAS

Experience

• Life, accident and health current license required and in good standing.
• Minimum 1-2 years’ customer service or sales assistant experience, preferably in insurance field.
• Prior insurance sales/service experience preferred.
• Willing to take additional insurance training courses as needed or assigned; willing to obtain any additional insurance licensing that may be required, including AHIP.

Knowledge, Skills, Abilities, and Other Characteristics

• Proficient level of experience on MSOffice Suite: Word, Excel, PowerPoint, Outlook; Access knowledge/training preferred.
• Strong customer service skills with effective problem-solving capabilities.
• Excellent communication skills, both verbal and written, to collaboratively interact with clients, insurance companies, claimants, vendors, visitors and co-workers.
• Effective time management and organizational skills to meet required deadlines.
• Technical competency for accurate, detailed data entry input.
• Strong grammar, spelling and proofreading skills essential.
• Will routinely use standard office equipment such as computer, phones, photocopiers, fax machines, and filing both electronically and in cabinets.
• Able to work independently and multi-task through various assigned projects or responsibilities.
• Ability to research prescription drug lists, insurance contracts and provider care lists to assist clients in making re-enrollment choices