Medicare Onboarding Liaison

Position :

Medicare Onboarding Liaison

Location :

4113 SW Gage Center Drive

Topeka, KS

Job Id : 2443

# of Openings :

Position : Medicare Onboarding Liaison

Department : Annuity Operations

Reporting to : Contract & Licensing Onboarding

Location : Topeka, KS - Onsite

Overview :

Join Advisors Excel as a Medicare Onboarding Liaison in our Contract & Licensing team! You'll guide agents through the Medicare onboarding process, ensure compliance with licensing and contracting, and streamline processes to support seamless client experiences. Ideal for detail-oriented professionals with strong organizational skills and a passion for operational excellence in a fast-paced collaborative environment.

What you'll do :

• Review and process agent / marketing team requests for appointments and licensing, ensuring accuracy and complete forms.
• Forward completed contracts to carriers and follow up on pending appointments until successful.
• Create, maintain, and update agent records, including book-of-business changes.
• Own the merger / acquisition process, updating contracting and in-force business as needed.
• Build relationships with marketing teams, attend meetings, and act as a specialized onboarding consultant.
• Proactively schedule agent coaching calls for timely, accurate transitions to the organization.
• Provide training and coaching to advisors / staff on licensing, contracting best practices, rules, and regulations.
• Research agent issues, resolve problems, answer calls / emails promptly, support team members, and drive workflow / productivity improvements.
• Perform additional duties as assigned by management.

Experience you'll bring :

Bonus Points :

What you'll get :

Who We Are :

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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