Sales Support Agent

Exact Medicare

6h

About The Position

The Sales Support Specialist is a developmental leadership role within Exact Medicare’s Medicare Sales organization. This position supports Sales Managers by providing administrative and operational support, assisting in performance monitoring, coaching W2 Licensed Medicare Sales Agents, reinforcing CMS and carrier compliance standards, and maintaining structured reporting and documentation controls. The Sales Support Specialist also sells at manager-level expectations while gaining hands-on leadership experience.

Requirements

• Active Health Insurance License in good standing in applicable states, with the ability to maintain licensure and continuing education requirements.
• Current Medicare certification and carrier readiness status, including completion of annual Medicare Advantage and Part D training requirements as applicable.
• Demonstrated Medicare Sales Experience, including Medicare Advantage (MA/MAPD) and Prescription Drug Plan (PDP) sales within a structured, compliance-driven environment.
• Proven Production Performance, with documented achievement of sales goals, enrollment targets, and quality standards.
• Working Knowledge of CMS Medicare Marketing Requirements, including required disclosures, documentation standards, compliant communication practices, and audit-readiness expectations.
• Understanding of Carrier-Specific Requirements, including contracting, Ready-to-Sell (RTS) status, application submission standards, and enrollment processing expectations.
• Leadership Readiness and Coaching Capability, including the ability to provide structured feedback, conduct call reviews, and support agent performance improvement.
• Operational Discipline, including experience managing dashboards, production metrics, CRM systems, and structured workflow processes.
• Strong Communication Skills, both written and verbal, with the ability to deliver clear expectations, reinforce compliance standards, and provide professional coaching.
• Professional Judgment and Accountability, with the ability to identify performance gaps, compliance risks, and operational inefficiencies and escalate appropriately.

Responsibilities

• Provide administrative and operational support to Sales Managers, including but not limited to managing reporting, documentation, and performance tracking.
• Support team sales production through pipeline monitoring, enrollment oversight, and process coordination.
• Reinforce CMS Medicare marketing regulations, carrier requirements, and Company compliance standards to ensure documentation integrity and audit readiness.
• Offer structured coaching and feedback to W2 Licensed Medicare Sales Agents to improve close rates, documentation accuracy, and customer experience.
• Assist Sales Managers in identifying performance gaps, operational inefficiencies, and compliance risks while modeling professionalism and operational discipline.
• Escalate issues, risks, or situations requiring formal decision-making to the Sales Manager; all final authority and decisions remain with the Sales Manager.
• Conduct individual sales activity in accordance with CMS marketing guidelines, carrier requirements, and Company standards, including presenting plan options to eligible beneficiaries, completing enrollment applications accurately, and meeting assigned sales production expectations.
• Performance expectations are structured across two balanced categories: Sales Production and Administrative Support. Both areas are integral to this role, and workload should be planned accordingly to ensure neither is compromised at the expense of the other.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed