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.

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.

Medicare Support Specialist

Key skills