Job Description

Job Description

Essential Duties and Responsibilities

  • Provide inbound and outbound support to agents regarding certifications, enrollments, and service-related issues.
  • Follow up with insurance carriers regarding application and enrollment status.
  • Respond to emails from agents, carriers, and internal departments in a timely and professional manner.
  • Maintain general knowledge of Medicare products and provide product information and rate quotes.
  • Learn and adhere to HIPAA, LIMRA, CMS, and other compliance requirements.
  • Notify agents of certifications, webinars, training sessions, and other important updates.
  • Coordinate and track agent certification progress.
  • Maintain knowledge of company websites, online enrollment tools, and internal databases.
  • Order and manage office and agent supplies.
  • Support agent inquiries related to commissions and payments.
  • Maintain accurate records...

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