Senior Client Services Agent (Medicare)
On-siteSan Antonio, Texas, United States
San Antonio, Texas, United StatesOn-siteFull TimeSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Oversee a team of Medicare agents, ensuring daily operations run smoothly while tracking sales conversion rates, production targets, and call quality. Monitor performance metrics to optimize efficiency and resolve escalated member or provider issues as the primary subject matter expert. Lead training sessions in San Antonio and the Rio Grande Regions, develop job aids, and mentor new hires during peak enrollment. Forecast opportunities and maintain current knowledge of Medicare regulations, BSA/OFAC, and internal risk controls. Act as a sales leader to exceed performance targets and mediate disputes effectively.
Required Qualifications
- 5+ years of sales management, sales leadership, or Medicare-specific experience (Medicare Advantage, Part D, Drug RX, Supplement)
- Active Health/Life insurance license, with the ability to pass AHIP Certification
- Strong understanding of Centers for Medicare & Medicaid Services rules and regulations
- Strong communication, interpersonal, and problem-solving skills
- Proficiency with computer systems, including Microsoft Office and Customer Relationship Management (CRM) tools
- Ability to mediate disputes and handle escalated situations effectively
- Proven ability to set, achieve, and exceed performance targets
- Ability to work in a fast-paced environment and handle changing requirements
- Ability to sell products within licenses obtained
- Ability to travel to San Antonio and the Rio Grande Valley, Texas
Desired Qualifications
- Bachelor's degree preferred or equivalent work experience
- Bilingual in English and Spanish (preferred)
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