Licensed Medicare Agent
About The Position
About Plan Medicare Plan Medicare is one of New York’s leading Medicare agencies, dedicated to helping individuals navigate the complexities of Medicare coverage. Our independent agents represent nearly every major carrier, ensuring clients receive unbiased, personalized guidance tailored to their unique needs. We pride ourselves on exceptional service — from helping clients understand their options to assisting with enrollment, eligibility, and ongoing support. Our mission is to make Medicare simple and accessible for every client we serve. Role Overview We are seeking a motivated, client-focused Licensed Medicare Agent to join our growing team. In this role, you will work directly with individuals turning 65 or transitioning onto Medicare, guiding them through plan options, enrollment decisions, and long-term coverage strategies. Successful agents combine strong communication skills with deep Medicare knowledge to deliver a high-trust advisory experience. This role offers the opportunity to build a large, long-term book of business while helping clients make important healthcare decisions.
Requirements
- Active New York Life & Health Insurance License (required).
- AHIP certification (or willingness to obtain annually).
- 2+ years of experience in Medicare sales, health insurance, or a related advisory role preferred.
- Strong communication and consultative selling skills.
- Ability to explain complex Medicare concepts in a simple, clear manner.
- Highly organized with strong attention to detail and compliance requirements.
- Comfortable working with CRM systems and managing multiple client relationships.
- Self-motivated with the ability to work independently while contributing to a team environment.
Responsibilities
- Educate clients on Medicare Parts A, B, C, and D, as well as Medicare Supplement (Medigap) options.
- Conduct consultations with prospective clients to assess healthcare needs, budget, and coverage preferences.
- Present plan options across multiple carriers and provide unbiased recommendations.
- Assist clients with applications and enrollments while ensuring full CMS and carrier compliance.
- Maintain accurate documentation of all client interactions and enrollment activities in CRM systems.
- Follow up with new leads and client referrals promptly and professionally.
- Support clients with ongoing service needs including plan changes, billing questions, and coverage reviews.
- Build long-term relationships with clients to drive retention and referrals.
- Stay up to date on Medicare regulations, carrier plan updates, and policy changes.
- Collaborate with the Plan Medicare team to ensure a seamless client experience.
Benefits
- Medical and Dental insurance
- 401(k)
- Ongoing training and support
- Access to leads and marketing resources
- Opportunity to build a long-term book of Medicare clients
- A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
