Job Description
Insurance Pros
Medicare Client Service Assistant (CSA)
Location: In-Office, Overland Park, KS Job Type: Full-Time
About Insurance Pros
Insurance Pros is a Medicare and health insurance agency dedicated to helping clients navigate their coverage options with confidence. Our team leads with education, builds trust through transparency, and serves every client with integrity. We are committed to continuous improvement and building a culture where great people do meaningful work.
Role Summary
The Medicare CSA provides accurate, timely, and client-focused administrative support to the Insurance Pros Medicare team. This role is responsible for completing enrollments, managing client accounts, processing renewals, and ensuring every client’s Insurance Pros experience is seamless, accurate, and handled with care from start to finish.
Key Responsibilities
Medicare Enrollment Processing
• Process Medicare enrollment applications accurately and within carrier-required timelines
• Verify all enrollment data for accuracy and confirm enrollment timely
Enrollment Information & Account Management
• Maintain accurate, fully up-to-date client enrollment records in the CRM at all times
• Serve as the primary administrative point of contact for all assigned client accounts
Administrative Support & Ad Hoc Projects
• Complete all ad hoc administrative tasks assigned by the Medicare Admin Manager accurately and by the given deadline
• Support team initiatives and projects with a positive, can-do attitude and strong follow-through
Qualifications
• Prior experience in health insurance administration, Medicare processing, or a related administrative role preferred
• Working knowledge of Medicare enrollment processes, carrier portals, and submission requirements (or the ability to learn quickly)
• Exceptional attention to detail
• Clear and professional communicator; clients always know their status and next steps
• Highly organized with the ability to manage multiple client accounts and competing deadlines simultaneously
• Proficient in CRM systems, Microsoft Office Suite, and carrier portals; comfortable learning new platforms
• Demonstrates integrity and discretion; takes the confidentiality of client information seriously
• Coachable, positive, and a true team player — you bring a can-do attitude to every task
Why Insurance Pros
• A values-driven team culture built on education, transparency, and integrity
• Supportive leadership that invests in your growth and professional development
• A clear and structured role with defined outcomes and expectations
• The opportunity to make a meaningful difference in clients’ lives every day
Insurance Pros is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.