Licensed Medicare Insurance Agent

Role Overview

• Educate clients about Medicare benefits and coverage options.
• Assist with plan enrollment and transitions.
• Conduct plan comparisons and provide recommendations.
• Ensure compliance with Medicare regulations and deadlines.
• Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy.
• Maintain accurate records and documentation.
• Provide excellent customer service to resolve issues and answer questions.

Requirements

• Holds valid health insurance license.
• Can provide proof of release or intent to release if previously or currently appointed elsewhere.
• Current plan year AHIP certification.
• Understanding of sales and ability to generate revenue.
• Capability to contract and become RTS (ready-to-sell) with multiple insurance carriers (3 main MAPD carriers or 2 main MAPD carriers and one approved secondary carrier.)
• Comfortable operating in a metrics-driven environment with expectations around sales performance and call compliance.
• Ability to work in compliance with CMS Federal regulations.
• Strong organizational, interpersonal, communication, and presentation skills.
• Must be authorized to legally work in the United States without sponsorship.

Benefits

• N/A