The Medicare & Life Benefits Account Service Representative plays a key role in helping clients navigate important insurance decisions while delivering an exceptional customer experience. As a primary point of contact for Medicare and Life customers, this position is responsible for building strong client relationships, addressing service needs, answering coverage questions, assisting with policy changes, and coordinating with insurance carriers on behalf of customers. Through proactive communication, attention to detail, and a commitment to exceptional service, the Account Manager supports customer retention, client satisfaction, and the agency's continued growth.

Salary Range: $35,000.00 - $50,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

• High school diploma or equivalent required.

• Prior customer service, administrative, healthcare, insurance, or related experience preferred.

• Insurance experience is not required. We will provide training and support for the right candidate.

• Pennsylvania insurance license or the ability to obtain and maintain required licensing within a designated timeframe – licensing and training support will be provided.

• Strong communication, interpersonal, and relationship-building skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Strong organizational skills and attention to detail.

• Proficiency with computer systems and standard business software applications.

• Ability to work independently while collaborating effectively as part of a team.

• Commitment to providing exceptional customer service and maintaining client confidentiality.

• Oversee day-to-day service needs, including policy changes, billing inquiries, and general customer support.

• Assist clients with claims intake and provide guidance throughout the claims process.

• Respond to client inquiries in a timely, professional, and customer-focused manner.

• Educate clients on policy features, coverage limitations, and available options.

• Ensure accurate and timely documentation of all client interactions within the agency management system.

• Coordinate with insurance carriers and internal team members to resolve client issues efficiently.

• Maintain compliance with Medicare regulations, carrier requirements, and agency procedures.

• Support customer retention efforts through proactive service and relationship management.

• Participate in ongoing training and professional development opportunities.

About Our Agency

 

Our agency has been dedicated to providing customized insurance products and unparalleled service for many decades. Our journey is driven by a deep passion for the services we offer, a commitment to our customers, and a relentless pursuit of quality.

 

We believe in the power of community, not just within our organization but also in the relationships we foster with our clients and the broader community. Our partnerships, built on trust and respect, are the cornerstone of our success, enabling us to work collaboratively with customers, carriers, and colleagues alike.

 

Integrity is at the heart of everything we do. We consistently demonstrate sound moral and ethical principles, ensuring that our actions align with our values. As we continue to grow and evolve, we remain steadfast in our mission to serve with passion, uphold quality, and nurture the community and partnerships that define us.

At our company, we thrive in a fast-paced sales and service environment where every day brings new challenges and opportunities. Our team is driven by a shared commitment to excellence, and we believe in fostering an atmosphere that encourages collaboration and teamwork.

 

We offer ample opportunities for advancement, empowering our employees to grow their careers alongside the company. We also support continuous learning and development, providing resources for ongoing education to help our team members stay at the forefront of the industry.