Client Executive Medicare
Job Summary
The Client Executive, Medicare partners closely with the Producer to develop and execute individual Medicare strategies, with a primary focus on Medicare Supplement (Medigap) solutions. This role serves as the primary day-to-day client lead, delivering a high-touch, consultative experience across Medigap, Prescription Drug Plans (Part D), and Medicare Advantage alternatives. The position requires maintaining a high standard of service, compliance, and retention while managing complex client needs.
Responsibilities
- Serve as primary point of contact for Medicare clients
- Manage enrollment periods and client consultations
- Evaluate and recommend Medicare plan options
- Oversee administrative support staff and workflows
- Coordinate carrier and vendor relationships
Required Skills
- Active Life & Health insurance license
- Expertise in Medigap and Medicare Part D
- Strong knowledge of CMS regulations
- Excellent analytical and communication skills
- CRM and office software proficiency
Job Details
Key Responsibilities:
- Serve as the primary point of contact for Medicare-eligible individuals regarding enrollment timing, plan options, and coverage coordination.
- Manage ongoing client activity including annual, open, and special enrollment periods, as well as one-on-one consultations.
- Evaluate and compare Medigap carriers, Part D plan options, and Medicare Advantage alternatives.
- Conduct needs-based consultations evaluating provider preferences, prescription needs, and financial considerations.
- Present clear, compliant recommendations based on premium vs. out-of-pocket tradeoffs.
- Manage carrier and vendor relationships, coordinating service escalations and issue resolution.
- Oversee end-to-end enrollment support including application guidance and documentation collection.
- Support Producers with presentations, proposals, and strategy discussions.
- Delegate and oversee administrative tasks, ensuring CRM/AMS accuracy.
Leadership & Development:
- Prioritize and manage workflows for yourself and support staff.
- Maintain accurate records in agency systems and collaborate effectively to drive growth.
- Stay current on Medicare regulations, products, and industry trends.
- Demonstrate professionalism in all interactions.
Supervisory Responsibilities:
- Oversee Client Managers, Coordinators, and support staff.
- Review work product to ensure quality and compliance standards.
Key Competencies:
- Strong expertise in Medigap products, underwriting, and guaranteed-issue scenarios.
- Working knowledge of Part D and Medicare Advantage plans.
- Ability to analyze and explain complex plan information clearly.
- Understanding of Medicare regulations and CMS guidelines.
- Strong attention to detail, organization, and time management skills.
Qualifications:
- Bachelor’s degree preferred or equivalent experience.
- Insurance industry experience required.
- Strong analytical, communication, and problem-solving skills.
- Proficiency in Microsoft Office.
Licenses & Certifications:
- Active Life & Health insurance license (required).
- Medicare appointments as required.
- Valid driver’s license and ability to travel locally.
- Medicare-related certifications/designations preferred.