Insurance Sales Representative
About The Position
Responsible for enrolling Medicare Members telephonically into the Medicare plan and for providing superior telephonic sales service for prospective Medicare members. Educate prospective/current members on Medicare products, benefits, enrollment rules and next steps in a clear and compliant manner. 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.
Requirements
- Current Health Insurance license required
- NY appointment required or must be obtained within 30 days of offer and maintained as a condition of continued employment in the role
- Must have Health Insurance License, preferably in NY
- Medicare Advantage Plan knowledge and experience administering
- AHIP
- 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
Responsibilities
- Enrolling Medicare Members telephonically into the Medicare plan
- Providing superior telephonic sales service for prospective Medicare members
- Educating prospective/current members on Medicare products, benefits, enrollment rules and next steps
- Conducting telephonic sales presentations and enrollments in accordance with CMS requirements, state regulations and internal compliance standards
- Assessing customer needs, answering questions accurately and recommending appropriate plan options
- Documenting all member interactions, enrollment activity and follow up actions accurately
- Maintaining current knowledge of Medicare products, benefits, promotional campaigns, scripts, systems, and policy updates
- Supporting a positive customer experience by demonstrating professionalism, empathy, active listening and timely follow through
- Collaborating with Sales, Marketing, Product Management and operational teams
- Meeting established productivity, quality, compliance and customer service expectations
- Performing 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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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
