URL Insurance Group ยท 2 days ago
Medicare Specialist
URL Insurance Group is a trusted insurance brokerage focused on personalized support and guidance for clients. The Medicare Specialist role involves assisting Medicare agents with product knowledge, customer inquiries, and ensuring smooth operational support through various communication channels.
Responsibilities
Daily agent support by phone and email, to include new agent trainings
Develop and maintain lead assistance programs and quick reference guides
Research Medicare changes, hot topics, and compile carriers emails for our newsletter and website updates
Provides rate quotes and coverage questions
Assists with completion of applications and other necessary paperwork
Organize AEP opportunities and assign them to our agent partners
Read ready to sell reports and provide updated certificate information
AHIP annual completion, along with product certification for each Medicare carrier URL offers
Assist contracting department as new agents onboard
Performs other duties as assigned
Qualification
Required
Excellent communication, interpersonal, and customer service skills
Thorough understanding of Medicare products and compliance
Ability to clearly explain complex Medicare offerings
Proficiency in using technology and CRM systems for administrative tasks
Organizational and time-management skills to handle multiple priorities effectively
Ability to work collaboratively in an on-site team environment with autonomy
Company
URL Insurance Group
URL is a multi-faceted insurance products and services company serving business owners and leaders, insurance agents & professional advisors
Funding
Current Stage
Early StageRecent News
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