Medicare Specialist

First Mid Bank & TrustMattoon, IL
$51,000 - $63,750Onsite

About The Position

The Medicare Specialist is responsible for assisting prospective and existing members with Medicare plan education, enrollment support, and ongoing customer service. This role serves as a primary point of contact for individuals seeking guidance on Medicare products and coverage options while ensuring a high-quality member experience. The position exists to drive enrollment growth, support retention efforts, cross-selling, and build trusted relationships through accurate product knowledge and effective communication.

Requirements

  • High school diploma or equivalent required
  • Active health insurance license (or ability to obtain and maintain licensure as required)
  • Strong communication, interpersonal, and customer service skills
  • Strong verbal communication and interpersonal skills with the ability to build rapport and explain Medicare products clearly
  • Excellent customer service skills and ability to manage sensitive or confidential information professionally
  • Strong attention to detail and organizational skills for accurate documentation and enrollment processing
  • Ability to meet established production, quality, and performance expectations consistently

Nice To Haves

  • associate’s or bachelor’s degree preferred
  • Previous experience in Medicare sales, health insurance, customer service, or inside sales preferred

Responsibilities

  • Educate prospective and existing members on Medicare products, benefits, and coverage options through inbound and outbound calls
  • Assist individuals with plan selection, enrollments, and policy-related inquiries while delivering a high-quality customer experience
  • Meet established production, retention, and performance goals
  • Maintain accurate documentation of member interactions and enrollment activity within company systems
  • Stay informed on Medicare guidelines, carrier products, and organizational procedures to ensure accurate communication and service delivery

Benefits

  • Comprehensive healthcare
  • Well-being benefits
  • Paid family leave
  • Generous paid time off
  • Banking perks
  • Tuition reimbursement
  • Employee Stock Purchase Plan
  • 401K plan with company match
  • Competitive health, dental & vision coverage with HSA match
  • 401(k) with employer match
  • Generous PTO, paid holidays & parental leave
  • performance-based bonuses
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