Care Team Agent

Exact Medicare • Westerville, OH

3h

About The Position

We are seeking a Licensed Insurance Agent to assist individuals in navigating Medicare programs. In this role, you will educate clients on Medicare options (Parts C & D as well as Med Supp/MediGap and ancillary products), recommend suitable plans based on their needs, and help with enrollment and transitions between plans.

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 either all 3 main carriers (Aetna, Humana, and United) OR 2 of the main carriers plus 1 ancillary carrier (UHOne and Heartland).
• 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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed