KEATING

Agent

• 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

Senior Medicare Solutions Lines Agent