Medicare Service Representative

Forrest T. Jones & Company, Inc., and its affiliates ("FTJ"), provide insurance and insurance related services to clients, corporations, employers, and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

At FTJ Senior Insurance, we are committed to providing exceptional service and guidance to help seniors manage their Medicare insurance needs with confidence and ease. Our professional, client-focused team ensures every customer feels informed, valued, and cared for.

Position Summary

We are seeking a driven and detail-oriented Medicare Service Representative to join our team. This role involves working directly with clients and insurance carriers, ensuring policies are accurate, up-to-date, and active. You will play a pivotal role in helping customers understand their Medicare plans, resolving any insurance-related issues, and staying informed about changing Medicare policies and regulations. If you are passionate about making a difference in the lives of seniors and thrive in a professional, customer-centric environment, this is an outstanding opportunity.

Key Responsibilities

Policy Management

• Verify policy statuses on carrier websites to ensure they are paid and active (in force).
• Update policies in the CRM system to maintain reporting accuracy.

Client Interaction

• Reach out to clients to collect updated information and resolve discrepancies.
• Conduct regular follow-up calls to ensure client understanding and satisfaction with their Medicare plans.
• Help clients understand the details of their Medicare insurance plans and assist with enrollment in appropriate supplemental plans.

Claims and Carrier Communication

• Process Medicare insurance claims and ensure timely payment.
• Collaborate with healthcare providers and insurance carriers to address and resolve coverage and payment issues.

Education and Training

• Stay updated on Medicare policies, procedures, and regulations.
• Provide training and support to other team members regarding Medicare-related processes.

Customer-Focused Problem Solving

• Evaluate patient eligibility for Medicare and additional supplemental plans.
• Resolve issues or discrepancies related to Medicare insurance claims with empathy and professionalism.

Sales and Goal Setting

• Meet with potential clients to discuss Medicare options, supporting them through enrollment processes.
• Work to achieve individual and team sales goals and targets while providing outstanding customer service.

Competencies

• Proficiency in CRM software and other office technology.
• Strong communication and interpersonal skills with a customer-centric approach.
• Exceptional attention to detail and organizational abilities.
• Comprehensive knowledge of Medicare policies, procedures, and regulations.
• Experience in the Medicare insurance industry, particularly in customer service.
• Proven ability to liaise effectively with insurance carriers.
• Able to work independently and collaboratively within a supportive team environment.
• Critical thinking and problem-solving skills.
• Ability to meet sales goals and targets.
• Willingness to adapt and stay updated on changes in Medicare policies.

We off comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance, plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.

Why Join Us?

At FTJ Senior Insurance, we pride ourselves on fostering a supportive, professional, and dynamic work environment. Joining our team means contributing to impactful work that improves the lives of seniors while expanding your career in a growing and rewarding industry.

Apply Now.

If you are detail-oriented, empathetic, and ready to make a difference as part of a dynamic team, we encourage you to apply today.

We look forward to welcoming you to FTJ Senior Insurance.