Medicare Sales

Medicare Sales Overview

• The Medicare Sales position focuses on telephonic enrollment of Medicare members into plans, ensuring compliance and delivering exceptional service.
• Engage with prospective members, educating them on Medicare products, benefits, and enrollment procedures in a clear and compliant manner.
• This is a remote role, offering flexibility and the opportunity to work from home.
• Collaborate with internal teams to address customer concerns and improve processes.
• Maintain up-to-date knowledge of Medicare products, policies, and promotional campaigns.
• Support a positive customer experience through professionalism, empathy, and active listening.
• Document member interactions and enrollment activities accurately in required systems.
• Meet productivity, quality, and compliance expectations while adhering to CMS and state regulations.
• Perform other duties and special projects as assigned to support organizational goals.

Medicare Sales Key Responsibilities & Duties

• Conduct telephonic sales presentations and enrollments in compliance with CMS requirements and state regulations.
• Assess customer needs, recommend suitable plans, and answer questions accurately.
• Educate members on Medicare benefits, enrollment rules, and next steps.
• Document all interactions and follow-up actions in departmental systems.
• Collaborate with Sales, Marketing, and Product Management teams to address member concerns.
• Stay informed about Medicare products, campaigns, and policy updates.
• Maintain professionalism and empathy to enhance the customer experience.
• Meet established productivity, quality, and compliance standards.
• Participate in special projects and other duties as required.

Medicare Sales Job Requirements

• High School Diploma or GED is required; Bachelor’s degree preferred.
• Current Health Insurance license required; NY appointment must be obtained within 30 days of offer.
• Minimum of 2 years of experience in Medicare sales or related field.
• Proficiency in Spanish is required for effective communication with diverse members.
• Strong knowledge of Medicare products, benefits, and enrollment procedures.
• Excellent telephonic communication and presentation skills.
• Ability to meet productivity, quality, and compliance expectations consistently.
• Competency in using departmental systems for documentation and reporting.
• Flexibility to work remotely and adapt to changing priorities.