Note: The job is a remote job and is open to candidates in USA. Keating and Associates is a company that values diverse experiences and teamwork. They are seeking a Senior Lines Agent to manage Medicare supplement and prescription drug plan enrollments, focusing on delivering exceptional client support and ensuring compliance throughout the enrollment process.
Responsibilities
- Manage complex Medicare enrollments with accuracy and efficiency
- Guide clients through Medicare options, helping them understand tradeoffs and make informed decisions
- Partner with financial advisors on client planning strategies
- Ensure compliance with Medicare regulations and enrollment timelines
- Maintain accurate client data across CRM and tracking systems
- Oversee workflow progression to ensure timely case completion
- Maintain licensure and complete annual certifications
- Develop and manage carrier relationships and appointments
- Track applications, production, and commissions in internal systems
- Coordinate resolution of underwriting and carrier-related issues
- Contribute to process improvements and operational efficiencies
- Support team development through knowledge sharing
Skills
- Active Life and Health insurance license that cover Life Insurance, Health products, and Medicare Eligibility
- 3+ years of Medicare, insurance, or related experience
- Experience managing Medicare enrollments end-to-end
- Experience working with carriers and compliance requirements
- High school diploma or equivalent
- AHIP certification (current or prior)
- Medicare experience, including Medicare Advantage and Part D
- Additional industry coursework or continuing education
Benefits
- Professional Development
- 9 paid holidays, including your birthday and a floating holiday!
- 401(k) with company match
- Employer-Paid Disability, Life Insurance, and Employee Assistance Program
- Health, Vision, and Dental Plans
- Dependent Care and Flexible Spending Accounts
- Paid Time Off
- Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
Company Overview