Associate Account Manager – Individual Medicare
Troy, Michigan, United States of America
Full Time
3 weeks ago
No Visa Sponsorship
Key skills
CRM
About this role
Role Overview
- Enter and maintain accurate client and policy data in CRM and carrier systems
- Answer phone calls, assist clients, schedule appointments for producers
- Prepare Medicare, ACA, and ancillary quotes for Producers
- Support outreach and marketing campaigns (AEP, OEP, SEP, education events)
- Provide administrative and operational support to Producers
- Participate in Quarterly goal setting aligned with team Rocks
- Track and report weekly scorecard metrics accurately and on time
Requirements
- 1-2 years of relevant experience
- This role requires an insurance license.
Benefits
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Generous PTO Package
- Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance
- Focus on creating a meaningful environment through employee engagement events
- Growth potential