Associate Account Manager Individual Medicare

About the role

The Associate Account Manager (AAM) – Medicare & ACA is an internal support role focused on execution, accuracy, and throughput. This position works behind the scenes to support Producers through data entry, quoting, campaign support, marketing and workflow coordination. This role requires an insurance license.

Responsibilities

• Data Entry & Policy Support
• Enter and maintain accurate client and policy data in CRM and carrier systems
• Track sold policies, retrieve policy numbers, verify revenue accuracy
• Sales Support
• Answer phone calls, assist clients, schedule appointments for producers
• Prepare Medicare, ACA and ancillary quotes for Producers
• Run plan comparisons and cost estimates based on provided information
• Help automate Producer tasks
• Marketing & Campaign Execution Support
• Support outreach and marketing campaigns (AEP, OEP, SEP, education events)
• Build and manage call lists, email lists, and campaign tracking
• Execute CRM workflows and task sequences
• Aid in Producer Marketing Materials creation and design
• Internal Team Support
• Provide administrative and operational support to Producers
• Prepare reports, spreadsheets, and summaries as requested
• Act as a reliability layer—making sure nothing gets missed
• Goal Setting & Accountability (EOS)
• Participate in Quarterly goal setting aligned with team
• Rocks Own and complete assigned quarterly priorities
• Attend and contribute to Level 10 meetings
• Track and report weekly scorecard metrics accurately and on time
• Identify bottlenecks and propose process improvements
• Department Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Education: High school or equivalent

Requirements

Negotiable

Qualifications

Negotiable

Skills

Negotiable

Benefits

Negotiable

Pay

Negotiable

Schedule

Negotiable

Contact Information

HUBRecruiting@hubinternational.com