Medicare specialist
Medicare specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About the Firm
A wellestablished investment advisory firm with decades of experience providing clients with tailored financial solutions. The firm is dedicated to simplifying financial complexities delivering clarity and empowering clients with cohesive strategies to meet their unique financial goals.
Firm Specialties:
Retirement Planning Wealth Management Financial Advisor Training Financial Planning and Generational Planning
About the Role
The Medicare Specialist will play a vital role in supporting clients by providing expert guidance on Medicare options. This position involves evaluating various Medicare plans offering personalized advice and assisting clients in selecting the best healthcare coverage to align with their needs and financial objectives.
Responsibilities:
- Provide personalized Medicare counselling to clients ensuring they understand their options.
- Evaluate different Medicare plans including Parts A B C and D to help clients make informed decisions.
- Assist clients in navigating Medicare enrolment and coverage adjustments.
- Stay up to date with Medicare regulations insurance policies and industry trends.
- Collaborate with financial advisors to integrate healthcare coverage decisions into broader financial strategies.
- Address client inquiries resolve concerns and provide ongoing support for Medicarerelated matters.
Requirements:
- Comprehensive knowledge of Medicare regulations and insurance policies.
- Strong analytical and problemsolving skills to assess and recommend optimal Medicare plans.
- Excellent interpersonal and communication skills to build trust and provide clear guidance to clients.
- Ability to work independently and collaboratively as part of a team.
- Preferred: Experience in the financial planning or healthcare industries.
- Certifications in Medicare counselling or related areas are an advantage.
Employment Type
Full Time
