Medicare Sales Development Representative

AmeriLife•Melville, NY

1d•Onsite

About The Position

Plan Medicare is a boutique Medicare insurance agency providing Medicare education, enrollment assistance, and plan guidance to Medicare-eligible individuals nationwide. We are seeking a motivated and detail-oriented Client Services Manager to join our growing team. This role is the first point of contact for prospective Medicare beneficiaries who call or inquire about our services. The Client Services Manager is responsible for handling inbound calls, qualifying leads, answering high-level Medicare questions, and transferring qualified prospects to licensed Medicare agents for enrollment support. This individual will also be responsible for assisting the Client Service Director in servicing all of our existing clients with any Medicare questions or needs they might have. This position does not involve closing sales or providing detailed plan recommendations. The ideal candidate is a strong communicator, highly organized, and comfortable working in a fast-paced, phone-based environment. This role is well-suited for someone interested in healthcare, customer service, or a long-term career path in the Medicare insurance industry. This position is in-office, 5 days per week, located in Melville, NY.

Requirements

1–3 years of experience in inbound call handling, customer service, lead qualification, or customer-facing roles
Strong verbal communication skills and comfort speaking on the phone for extended periods
Ability to quickly build rapport and ask effective qualifying questions
Highly organized with strong attention to detail
Basic computer proficiency and ability to learn CRM and call systems
Interest in healthcare, insurance, or sales development

Nice To Haves

Medicare or health insurance experience is a plus, but not required

Responsibilities

Handle a high volume of inbound phone calls and inquiries from Medicare-eligible individuals
Qualify inbound leads by gathering key information such as eligibility, coverage needs, timing, and intent
Answer basic, non-advisory Medicare questions in a compliant and customer-friendly manner
Accurately document call details, lead information, and outcomes in internal systems
Transfer qualified prospects to licensed Medicare agents for enrollment assistance
Follow established scripts, workflows, and compliance guidelines
Work alongside Client Service Director to service our existing clients with all Medicare related questions
Maintain professionalism, empathy, and clarity when speaking with seniors and caregivers
Meet or exceed performance metrics related to call handling, lead quality, and successful handoffs
Continuously build knowledge of Medicare basics, enrollment periods, and Plan Medicare’s services
Collaborate closely with sales and operations teams to ensure a smooth customer experience