Medicare Solutions Senior Lines Agent

Senior Lines Agent

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you:

• Professional Development
• Nine 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!

We are seeking a Senior Lines Agent to manage Medicare supplement and prescription drug plan enrollments. This is not a commission-based sales role, it is a client experience focused position for someone who takes pride in delivering timely and thoughtful support. In this role, you will guide clients through Medicare Supplement and prescription drug plan options, manage enrollments end-to-end, and serve as a trusted resource for both clients and financial advisors.

Responsibilities include but are not limited to:

• 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

In addition, you will be expected to take on additional responsibilities as needed to address evolving client priorities and contribute to ongoing growth and success.

Certifications/Licensures:

• Active Life and Health insurance license that cover Life Insurance, Health products, and Medicare Eligibility. REQUIRED
• AHIP certification (current or prior) not required but preferred

Professional Experience:

• Three or more years of Medicare, insurance, or related experience
• Experience managing Medicare enrollments end-to-end
• Experience working with carriers and compliance requirements
• Medicare experience, including Medicare Advantage and Part D preferred

Education:

• High school diploma or equivalent required
• Additional industry coursework or continuing education preferred

Desired Skills Include but Are Not Limited To:

• Technical proficiency: Applies CRM systems, Medicare platforms, and Excel effectively while adapting to new tools and systems
• Accuracy and attention to detail: Ensures precise enrollment processing, documentation, and compliance with regulatory requirements
• Organization and execution: Manages multiple client cases, prioritizes tasks, and follows through to meet deadlines
• Communication: Communicates clearly with clients, advisors, and carriers, adapting style to diverse audiences and needs
• Teamwork: Collaborates with advisors and internal teams to deliver a seamless and consistent client experience
• Analytical and problem-solving: Evaluates client scenarios, identifies issues, and develops effective solutions within Medicare guidelines
• Compliance awareness: Applies regulatory knowledge to ensure all processes meet Medicare and carrier standards
• Initiative and ownership: Takes responsibility for outcomes, proactively identifies improvements, and drives results