18 часов назад
Agent Sales-2 (Medicare Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Agent Sales-2 (Medicare Insurance): Selling and servicing Medicare Advantage, Prescription Drug, and Medicare Supplement plans while growing and retaining a direct-to-consumer book of business with an accent on personalized guidance, client relationships, and regulatory compliance. Focus on plan analysis, suitability assessments, enrollment growth, client retention, CRM documentation, and adherence to CMS and state requirements.
Location: Fort Lauderdale, FL, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus.
What you will do
- Market, promote, and enroll clients in Medicare Advantage, Prescription Drug, and Medicare Supplement plans.
- Generate and convert leads through referrals, outbound campaigns, partner support, and client communications.
- Build long-term client relationships through post-sale follow-ups, proactive plan reviews, and personalized service.
- Respond to client inquiries about policies, billing, coverage, carrier websites, and enrollment processes.
- Maintain accurate client data, CRM records, sales documentation, lead tracking, and reporting.
- Audit commissions and collaborate with colleagues on reports, information sharing, and operational coordination.
Requirements
- Experience or expertise in Medicare insurance sales and client service.
- Ability to conduct fact-finding, plan analysis, and suitability assessments.
- Strict adherence to CMS guidelines, state regulations, and documented sales processes.
- Ability to acquire and maintain non-resident licenses in required states.
- Current knowledge of Medicare regulations, plan updates, carrier websites, and enrollment procedures.
Culture & Benefits
- Family-like environment with a people-first culture and ongoing support.
- Professional development opportunities within a hyper-growth company.
- Competitive compensation package and benefits for employees and their families.
- Support for independent agents serving clients nationwide through in-person, phone, and online channels.
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