Medicare Support Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Under general direction, the Medicare Support Specialist will be responsible for being the liaison between KAFL’s Sales Representatives and their external Brokers, Direct-to-Consumer Sales Reps and Senior Markets Manager. They will serve as the first point of contact and be expected to deliver on end-to-end Medicare sales operations support and coordination, with strong relationship management skillsets and a distinctive client service orientation.

Job Description

Responsibilities:

• Serve as a liaison to our Medicare advisors.
• Provide day-to-day support for quoting, application submissions, carrier systems, and compliance questions in partnership with Sales Representatives to ensure accuracy of work product.
• Support onboarding and training of new advisors, including CMS certification guidance and implementation of advisor marketing strategies .
• Troubleshoot issues related to enrollments, commission tracking, and carrier communications, with effective communication and partnership with key stakeholders.
• Provide guidance and resources to advisors during Annual Enrollment Period (AEP) and other key sales windows.
• Assist with new carrier and/or FMO onboarding and provide ideas for enhancements as appropriate to KAFL leadership.
• Help KAFL’s direct-to-consumer Medicare sales reps with scheduling and tier 1 customer service inquiries.
• Additional duties/responsibilities may be assigned by leadership

Required Qualifications:

• Ability to obtain Health & Life Insurance License within first year of employment.
• Ability to obtain AHIP and Carrier certifications preferred but not necessary.
• 2-3 years of experience in Medicare sales operations support or insurance advisor support within a Medicare Carrier.
• Working knowledge of Medicare Advantage, Medicare Supplement, and Part D plans.
• Excellent verbal and written communication skills.
• Organized, self-motivated, and capable of managing multiple priorities.
• Proficient with CRM systems, quoting tools, and Microsoft Office Suite.
• Ability to meet and/or exceed performance targets and expectations as directed and set by KAFL leadership.
• Ability to receive and act on feedback.

Our Core values we live by:

• Integrity - Doing right by our advisors and clients regardless of revenue outcomes to our organization is of the utmost importance to our team.
• Respect - Models respect for others while encouraging a culture of listening.
• Accountability - Self-motivated; We would like the candidate to commit to the activity it takes to become a successful sales and marketing professional. This will include independent learning outside of normal business hours as well as a commitment to getting the job done when high-priority opportunities present themselves.
• Innovation - new ideas are welcome on our team. We look to all members to bring improvement suggestions to our process and service models.
• Collaboration - The ability to work with a team includes the ability to develop relationships that promote open communication. The team will expect the ideal candidate to have fun, work hard and make a joint effort to grow as a unit sharing ownership in challenges and success.

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.