Account Manager, Medicare and Life Benefits

Job Description

Job Description

The Account Manager is responsible for managing an assigned book of Medicare and Life business, ensuring strong retention, high-quality service, and client satisfaction. This role leads renewal strategy, identifies opportunities to enhance coverage, and serves as the primary point of contact for clients, delivering a consistent, compliant, and proactive service experience.

Paid Time Off (PTO)

Health Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Client Relationship Management

1.Serve as the primary contact for assigned clients, building strong, long-term relationships

2.Provide consultative guidance on Medicare and Life coverage options, changes, and market conditions

3.Respond to client inquiries promptly in a timely and professional manner

4.Educate clients on policy details, coverage limitations, and available options

Retention & Renewal Management

1.Lead the renewal process for assigned accounts, including outreach, coverage review, and recommendations

2.Proactively identify and address potential retention risks

3.Ensure coverage adequacy and alignment with client needs at each renewal

4.Maintain retention levels in line with agency goals

Account Growth & Sales Support

1.Identify opportunities to expand coverage (rounding out accounts) within the existing client base

2.Partner with Sales Agents to support new business opportunities and referrals

3.Present coverage options and assist with proposal development as needed

4.Support client onboarding and ensure smooth policy implementation

Service & Operations

1.Oversee day-to-day service needs including policy changes, billing inquiries, and general support

2.Assist clients with claims intake and provide guidance on the claims process

3.Ensure accurate and timely documentation of all client interactions in the agency management system

4.Coordinate with carriers and internal teams to resolve client issues efficiently

Compliance & Industry Knowledge

1.Maintain up-to-date knowledge of Medicare regulations, products, and carrier requirements

2.Ensure all client interactions and communications comply with CMS guidelines, carrier requirements, and agency policies, including during AEP and other regulated periods.

3.Complete required certifications and continuing education in a timely manner

Performance Expectations

1.Achieve retention and client satisfaction targets in alignment with agency goals

2.Deliver timely and accurate completion of renewals and service requests

3.Contribute to account growth through cross-selling and referrals

4.Maintain high standards of documentation, compliance, and professionalism

Required

1.Life, Accident & Health License (or ability to obtain within 90 days)

2.Medicare certification (or ability to obtain within 90 days)

3.3-5+ years of experience in customer service, insurance account management, or related role

4.Strong communication and relationship management skills

5.Ability to manage multiple priorities in a fast-paced environment

Preferred

1.Experience with Medicare products and individual health markets

2.Familiarity with agency management systems and carrier platforms

3.Professional designations such as CISR or AINS