Medicare Sales

Medicare Sales Overview

• The Medicare Sales role involves telephonic enrollment of Medicare members into plans while ensuring compliance with CMS regulations and state requirements.
• This position is remote and operates Monday through Friday, providing flexibility and work-life balance.
• Candidates must hold a current health insurance license and be proficient in Spanish to effectively serve diverse populations.
• You will educate prospective members on Medicare products, benefits, and enrollment rules in a clear and compliant manner.
• This role requires collaboration with Sales, Marketing, and Product Management teams to address member concerns and improve processes.
• The position offers the opportunity to contribute to a positive customer experience through professionalism and active listening.
• You will document member interactions and enrollment activities accurately in departmental systems.
• Stay updated on Medicare products, benefits, promotional campaigns, and policy changes to ensure accurate information delivery.

Medicare Sales Key Responsibilities & Duties

• Conduct telephonic sales presentations and enrollments following CMS and state compliance standards.
• Assess customer needs, answer inquiries, and recommend suitable Medicare plan options.
• Document all member interactions and enrollment activities in departmental systems accurately.
• Maintain knowledge of Medicare products, benefits, and promotional campaigns to provide accurate information.
• Support a positive customer experience by demonstrating professionalism and empathy.
• Collaborate with internal teams to address member concerns and identify improvement opportunities.
• Meet established productivity, quality, compliance, and customer service expectations.
• Perform other duties and special projects as assigned by management.

Medicare Sales Job Requirements

• High School Diploma or GED 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 to serve diverse populations effectively.
• Strong knowledge of CMS requirements and Medicare enrollment processes.
• Excellent communication skills for educating members on Medicare products and benefits.
• Ability to document interactions and activities accurately in departmental systems.
• Proven ability to meet productivity and compliance standards in a remote work environment.