Medicare Account Manager

Sheridan Benefits, A Division of Patriot Growth Insurance Services

Sheridan Benefits is a dynamic, full-service independent insurance agency, established in 2005 and based in vibrant Buffalo, NY. We specialize in providing comprehensive benefit consulting, integrated payroll, HR, compliance services, and cutting-edge technology solutions to a diverse clientele from small family-owned businesses to large national corporations. Our dedicated team also assists individuals with health insurance and Medicare needs. At Sheridan Benefits, we prioritize customer satisfaction and retention, and our commitment to excellence is reflected in everything we do. As a proud partner agency of Patriot Growth Insurance Services, we offer exciting opportunities for professional growth and collaboration in the dynamic insurance industry.

Position Overview

The Medicare Account Manager is responsible for managing incoming calls, scheduling appointments, answering client questions, and processing enrollments of Medicare clients, ensuring high levels of satisfaction, and compliance.

Work Arrangement

This is a part-time temporary position working in our office located in Williamsville, NY. The position will be from 08 / 25 / 2025 - 12 / 10 / 2024.

Professional Responsibilities

Serve as the primary point of contact for incoming calls from individual clients.

Address client inquiries, issues, and complaints with professionalism and efficiency, escalating complex matters as needed.

Collaborate with sales team to support business growth and ensure quality service delivery.

Maintain accurate records in CRM systems.

Ensure all activities are compliant with CMS guidelines, HIPAA regulations, and internal policies.

Qualifications and Requirements

1-3 years in a consultative support role, with a track record of helping clients resolve complex issues, particularly in employee benefits.

Life, Accident, and Health license preferred but not required.

Proven ability to deliver high-quality customer service, both via email and telephone, with a focus on empathy, accuracy, and problem-solving.

Excellent interpersonal and communication skills (both oral and written).

Proficient with use of Microsoft Office Suite and products, including Microsoft Excel.

A passion for being part of a team that drives our company to industry leadership.

Ability to establish and maintain effective working relationships with both peers and clients.

About Patriot Growth Insurance Services

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 169 locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer :

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability, and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Pay Range : $24 per hour

Any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time.