● Greets new or existing clients over in person
● Funnel all calls that come through the office to the appropriate channel
● In charge of updating and entering clients in AgencyBloc
● Assist with the upkeep of the office as needed or directed
● Ensures office equipment is running properly (I.e. Printer)
● If anyone in the office needs assistance - provide that assistance
● Help service Medicare policies
● Handles the ordering of Medicare applications
● Orders new insurance and Medicare cards for clients
● Schedule Medicare appointments and prepare the files.
● Complete applications for Medicare appointments.
● Follow up on all submitted applications.
● Update client list in AgencBloc
● Medicare supplement quotes for clients
● Assist agents when requested