Medicare Field Agent - Savannah, Georgia

Connie Health IncBloomingdale, GA
Onsite

About The Position

Connie Health is a fast-growing Medicare brokerage dedicated to helping older Americans make informed Medicare plan decisions. They utilize a tech-enabled platform that combines AI with local Medicare experts. The company culture is mission-driven, collaborative, and innovative, emphasizing Relationships First, Data-Driven decision making, and Accountability. As Connie Health expands, they are seeking a Medicare Field Agent to build and strengthen relationships with provider groups in their assigned territory. This role involves in-person visits to physician offices, clinics, and medical groups to establish Connie Health as a trusted Medicare advisor, drive referrals, and assist beneficiaries in choosing suitable Medicare coverage. This is a field-based position requiring significant local travel.

Requirements

  • Active state Health Insurance Producer license (or ability to obtain prior to start).
  • AHIP certification (or ability to complete before the Annual Enrollment Period).
  • 2+ years of field sales, provider relations, or healthcare business development experience—Medicare/managed care strongly preferred.
  • Valid driver's license, reliable personal vehicle, and auto insurance meeting state minimums.
  • Strong interpersonal, presentation, and relationship-building skills.
  • Self-directed with the ability to manage a territory and schedule independently.

Nice To Haves

  • Existing relationships with provider groups or physician offices in the assigned territory.
  • Bachelor's degree or equivalent experience in a managed healthcare setting.
  • Bilingual ability reflective of the local community.

Responsibilities

  • Develop and maintain face-to-face relationships with physicians, office managers, and clinical staff across an assigned panel of provider groups.
  • Serve as the primary point of contact between Connie Health and contracted and prospective provider partners.
  • Conduct in-service presentations and educational sessions to inform provider staff about Connie Health's services and Medicare plan options.
  • Build a consistent visit cadence and territory routing plan to maximize provider coverage and engagement.
  • Drive Medicare Advantage and supplemental enrollment growth by generating provider-sourced referrals.
  • Develop provider-specific outreach plans to meet membership and referral targets within designated medical groups.
  • Identify and pursue new provider partnership opportunities to expand market presence.
  • Track activity, referrals, and outcomes in the CRM and report progress against goals.
  • Educate Medicare beneficiaries on plan options in a clear, compliant, and consultative manner.
  • Ensure all activities adhere to CMS marketing guidelines, HIPAA, and company compliance policies.
  • Coordinate with internal sales, operations, and member support teams to resolve provider and member issues.
  • Represent Connie Health at community events, health fairs, and provider-hosted events as needed.
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