KEATING
11 - 50 employees
Founded 1975
💸 Finance
💳 Fintech
Finance • Fintech • Wealth Management
KEATING is a comprehensive financial services firm dedicated to supporting independent financial advisors and individual clients. They offer a wide range of services including investment management, wealth planning solutions, insurance services, and retirement planning. With a focus on relationship-driven financial strategies, KEATING aims to help clients achieve their financial goals and long-term growth through customized insurance plans and personal financial advising.
Senior Medicare Enrollment Specialist
🔥 12 minutes ago
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KEATING
11 - 50 employees
Founded 1975
💸 Finance
💳 Fintech
Finance • Fintech • Wealth Management
KEATING is a comprehensive financial services firm dedicated to supporting independent financial advisors and individual clients. They offer a wide range of services including investment management, wealth planning solutions, insurance services, and retirement planning. With a focus on relationship-driven financial strategies, KEATING aims to help clients achieve their financial goals and long-term growth through customized insurance plans and personal financial advising.
📋 Description
• Manage complex Medicare enrollments with accuracy and efficiency • Guide clients through Medicare options, helping them understand tradeoffs and make informed decisions • Partner with financial advisors on client planning strategies • Ensure compliance with Medicare regulations and enrollment timelines • Maintain accurate client data across CRM and tracking systems • Oversee workflow progression to ensure timely case completion • Maintain licensure and complete annual certifications • Develop and manage carrier relationships and appointments • Track applications, production, and commissions in internal systems • Coordinate resolution of underwriting and carrier-related issues • Contribute to process improvements and operational efficiencies • Support team development through knowledge sharing
🎯 Requirements
• 3+ years of Medicare, insurance, or related experience • Experience managing Medicare enrollments end-to-end • Experience working with carriers and compliance requirements • Medicare experience, including Medicare Advantage and Part D preferred • Active Life and Health insurance license that cover Life Insurance, Health products, and Medicare Eligibility. • REQUIRED AHIP certification (current or prior) not required but preferred • Additional industry coursework or continuing education preferred
🏖️ Benefits
• 9 paid holidays, including your birthday and a floating holiday! • 401(k) with company match • Employer-Paid Disability, Life Insurance, and Employee Assistance Program • Health, Vision, and Dental Plans • Dependent Care and Flexible Spending Accounts • Paid Time Off • Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
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