<span style="font-size:12px;">At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork. <br><br>What Keating and Associates can offer you</span><ul><li><span style="font-size:12px;">Professional Development </span></li></ul><ul><li><span style="font-size:12px;">9 paid holidays, including your birthday and a floating holiday! </span></li></ul><ul><li><span style="font-size:12px;">401(k) with company match </span></li></ul><ul><li><span style="font-size:12px;">Employer-Paid Disability, Life Insurance, and Employee Assistance Program </span></li></ul><ul><li><span style="font-size:12px;">Health, Vision, and Dental Plans </span></li></ul><ul><li><span style="font-size:12px;">Dependent Care and Flexible Spending Accounts </span></li></ul><ul><li><span style="font-size:12px;">Paid Time Off </span></li></ul><ul><li><span style="font-size:12px;">Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more! </span></li></ul><span style="font-size:12px;">Learn more about us at <a href="http://https/keatinginc.com/why-keating" target="_blank">https://keatinginc.com/why-keating</a>.<br><br><span style="line-height:107%;"><span style="line-height:107%;">Keating & Associates, Inc.</span></span><br><strong><span style="line-height:107%;"><span style="line-height:107%;">Senior Lines Agent</span></span></strong><br><br><span style="line-height:107%;"><b><span style="line-height:107%;">Job Summary</span></b><br><span style="line-height:107%;">We are seeking a Senior Lines Agent to manage Medicare supplement and prescription drug plan enrollments. This is not a commission-based sales role, it is a client experience focused position for someone who takes pride in delivering timely and thoughtful support. </span></span><br><span style="line-height:107%;"><span style="line-height:107%;">In this role, you will guide clients through Medicare Supplement and prescription drug plan options, manage enrollments end-to-end, and serve as a trusted resource for both clients and financial advisors. This position is responsible for guiding clients through the full enrollment process from start to finish, ensuring accurate and compliant enrollments, and tracking each case through internal systems. The role also involves educating clients on their Medicare options, answering questions, and providing ongoing support so they can make informed and confident decisions, while serving as a reliable resource for clients, insurance carriers, and financial advisors. The ideal candidate has strong industry knowledge, maintains active licensure, and takes a proactive, service-oriented approach to supporting clients and ensuring a smooth and positive experience.</span></span><br><br><span style="line-height:107%;"><span style="line-height:107%;">This is a non-exempt position that reports to the Director of Operations. </span></span><br><br><span style="line-height:107%;"><span style="line-height:107%;">The role is eligible for remote, hybrid, or on-site work at our Manhattan, KS; Lawrence, KS; Overland Park, KS or Wichita, KS locations.</span></span></span><br><br>Salary Range is $48,000.00 to $60,000.00<br><br><span style="font-size:12px;"><span style="line-height:107%;"><b><span style="line-height:107%;">Responsibilities Include but Are Not Limited To:</span></b></span></span><ul style="margin-bottom:11px;"><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Manage complex Medicare enrollments with accuracy and efficiency</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Guide clients through Medicare options, helping them understand tradeoffs and make informed decisions</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Partner with financial advisors on client planning strategies</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Ensure compliance with Medicare regulations and enrollment timelines</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Maintain accurate client data across CRM and tracking systems</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Oversee workflow progression to ensure timely case completion</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Maintain licensure and complete annual certifications</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Develop and manage carrier relationships and appointments</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Track applications, production, and commissions in internal systems</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Coordinate resolution of underwriting and carrier-related issues</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Contribute to process improvements and operational efficiencies</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Support team development through knowledge sharing</span></span></span></li></ul><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">In addition, you will be expected to take on additional responsibilities as needed to address evolving client priorities and contribute to ongoing growth and success.</span></span><br><br><span style="line-height:107%;"><b><span style="line-height:107%;">Certifications/Licensures:</span></b></span></span><ul><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Active Life and Health insurance license that cover Life Insurance, Health products, and Medicare Eligibility. REQUIRED</span></span></span></li><li class="x"><span style="font-size:12px;"><span style="background:#FFFFFF;"><span style="border:1pt;padding:0in;"><span style="color:#242424;">AHIP certification (current or prior) not required but preferred</span></span></span></span></li></ul><span style="font-size:12px;"><span style="line-height:107%;"><b><span style="line-height:107%;">Professional Experience:</span></b></span></span><ul style="margin-bottom:11px;"><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">3+ years of Medicare, insurance, or related experience</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Experience managing Medicare enrollments end-to-end</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Experience working with carriers and compliance requirements</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Medicare experience, including Medicare Advantage and Part D preferred</span></span></span></li></ul><span style="font-size:12px;"><span style="line-height:107%;"><b><span style="line-height:107%;">Education:</span></b></span></span><ul style="margin-bottom:11px;"><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">High school diploma or equivalent required</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Additional industry coursework or continuing education preferred</span></span></span></li></ul><span style="font-size:12px;"><span style="line-height:107%;"><b><span style="line-height:107%;">Desired Skills Include but Are Not Limited To:</span></b></span></span><ul style="margin-bottom:11px;"><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Technical proficiency: Applies CRM systems, Medicare platforms, and Excel effectively while adapting to new tools and systems</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Accuracy and attention to detail: Ensures precise enrollment processing, documentation, and compliance with regulatory requirements</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Organization and execution: Manages multiple client cases, prioritizes tasks, and follows through to meet deadlines</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Communication: Communicates clearly with clients, advisors, and carriers, adapting style to diverse audiences and needs</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Teamwork: Collaborates with advisors and internal teams to deliver a seamless and consistent client experience</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Analytical and problem-solving: Evaluates client scenarios, identifies issues, and develops effective solutions within Medicare guidelines</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Compliance awareness: Applies regulatory knowledge to ensure all processes meet Medicare and carrier standards</span></span></span></li><li style="margin-bottom:11px;"><span style="font-size:12px;"><span style="line-height:107%;"><span style="line-height:107%;">Initiative and ownership: Takes responsibility for outcomes, proactively identifies improvements, and drives results</span></span></span></li></ul><br><br><br>