Insurance Sales Representative

TEKsystemsNew York, NY
$25 - $25Remote

About The Position

This role is responsible for enrolling Medicare Members telephonically into the Medicare plan and for providing superior telephonic sales service for prospective Medicare members. The representative will educate prospective and current members on Medicare products, benefits, enrollment rules, and next steps in a clear and compliant manner.

Requirements

  • Current Health Insurance license required - any state; NY appointment required or must be obtained within 30 days of offer and maintained as a condition of continued employment in the role.
  • Health Insurance License
  • NY Medicare Advantage Plan knowledge and experience administering AHIP
  • 2 – 3+ years of sales, telesales, call center or customer service experience, preferably in healthcare or Medicare
  • Working knowledge of Medicare products, CMS regulations, enrollment guidelines, compliant sales practices
  • Strong communication skills (verbal, written, interpersonal); ability to explain complex information in a clear, customer friendly manner to all audiences
  • Demonstrated ability to manage a high volume of calls while maintaining accuracy, professionalism and service quality
  • Proficiency with MS Office and experience working in automated systems, CRM platforms or enrollment tools
  • Strong organizational, time management, analytical and problem-solving skills
  • Ability to exercise sound judgement, maintain confidentiality, and handle sensitive member information appropriate

Nice To Haves

  • At least 1 year of previous industry related experience in the area of marketing, sales or client services preferred.
  • Familiarity with operation including claim, customer service billing and enrollment preferred.
  • Bilingual skills, Spanish

Responsibilities

  • Conduct telephonic sales presentations and enrollments in accordance with CMS requirements, state regulations and internal compliance standards.
  • Assess customer needs, answer questions accurately and recommend appropriate plan options based on eligibility and coverage requirements.
  • Document all member interactions, enrollment activity and follow up actions accurately in departmental systems and required platforms.
  • Maintain current knowledge of Medicare products, benefits, promotional campaigns, scripts, systems, and policy updates.
  • Support a positive customer experience by demonstrating professionalism, empathy, active listening and timely follow through.
  • Collaborate with Sales, Marketing, Product Management and operational teams to identify member concerns, process issues and improvement opportunities.
  • Meet established productivity, quality, compliance and customer service expectations.
  • Perform other duties and special projects as directed, assigned, or required.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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