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About the role
- Medicare Sales Agent responsible for educating clients on Medicare plans at Independent Living Systems. Building relationships and assisting with the enrollment process for insurance options.
Responsibilities
- Conduct detailed consultations with prospective clients to assess their Medicare insurance needs and preferences.
- Explain the features, benefits, and costs of various Medicare plans, including Original Medicare, Medicare Advantage, and Prescription Drug Plans.
- Assist clients with the enrollment process, ensuring all paperwork is completed accurately and submitted on time.
- Maintain up-to-date knowledge of Medicare policies, regulations, and plan offerings to provide compliant and accurate information.
- Develop and implement sales strategies to meet or exceed individual and team sales targets.
- Build and nurture long-term relationships with clients through regular follow-ups and exceptional customer service.
- Collaborate with internal teams and external partners to resolve client issues and improve service delivery.
- Document all client interactions and maintain accurate records in compliance with company and regulatory standards.
Requirements
- Conduct detailed consultations with prospective clients to assess their Medicare insurance needs and preferences.
- Explain the features, benefits, and costs of various Medicare plans, including Original Medicare, Medicare Advantage, and Prescription Drug Plans.
- Assist clients with the enrollment process, ensuring all paperwork is completed accurately and submitted on time.
- Maintain up-to-date knowledge of Medicare policies, regulations, and plan offerings to provide compliant and accurate information.
- Develop and implement sales strategies to meet or exceed individual and team sales targets.
- Build and nurture long-term relationships with clients through regular follow-ups and exceptional customer service.
- Collaborate with internal teams and external partners to resolve client issues and improve service delivery.
- Document all client interactions and maintain accurate records in compliance with company and regulatory standards.
Benefits
- Valid health insurance license as required by the state of residence.
- Demonstrated knowledge of Medicare products and regulations.
- Proven experience in sales, preferably in the insurance or healthcare industry.
- Strong communication and interpersonal capabilities.
- Ability to pass background checks and comply with all regulatory requirements.
- Experience working with senior populations or Medicare beneficiaries.
- Familiarity with CRM software and sales tracking tools.
- Certification in Medicare sales or related continuing education courses.
- Bilingual abilities, especially in Spanish, to better serve diverse client populations.
- Strong organizational capabilities and the ability to manage multiple client accounts simultaneously.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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