Medicare Sales

Medicare Sales Overview

• The Medicare Sales role involves telephonic enrollment of Medicare members into plans, ensuring compliance with regulations and delivering exceptional customer service.
• This position requires a licensed health insurance professional with proficiency in Spanish and knowledge of Medicare products.
• Work remotely, Monday through Friday, in a dynamic and fast-paced environment.
• Educate prospective and current members on Medicare benefits, enrollment rules, and plan options.
• Collaborate with internal teams to address member concerns and improve processes.
• Maintain accurate documentation of member interactions and enrollment activities.
• Meet productivity, quality, compliance, and customer service expectations consistently.
• Contribute to special projects and tasks as assigned by leadership.

Medicare Sales Key Responsibilities & Duties

• Conduct telephonic sales presentations and enrollments following CMS and state regulations.
• Assess customer needs, provide accurate information, and recommend suitable Medicare plans.
• Document member interactions and enrollment activities in departmental systems.
• Stay updated on Medicare products, benefits, campaigns, and compliance policies.
• Demonstrate professionalism, empathy, and active listening to enhance customer experience.
• Collaborate with Sales, Marketing, and operational teams to address concerns and improve processes.
• Meet established productivity, quality, and compliance standards.
• Participate in special projects and tasks as required 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 sales or customer service roles.
• Proficiency in Spanish is required for effective communication with diverse members.
• Strong knowledge of Medicare products, benefits, and enrollment rules.
• Ability to work remotely and meet productivity and compliance expectations.
• Excellent documentation and organizational skills to maintain accurate records.
• Professional demeanor with strong interpersonal and communication skills.