Licensed Insurance Agent (Fully Remote)

When; United States; Remote; USD 26,000 - 52,000; Part time

Job summary

When is a platform for guided health insurance decisions. The role handles inbound calls during SEP or annual enrollment and discusses ACA Marketplace, Medicare Advantage, Supplement, and Part D plans.

You will document every interaction in our CRM and strive to meet productivity metrics while maintaining licensure and CMS compliance. This remote contractor role requires at least 20 hours per week, with duties performed from a home office in the United States, and adherence to state and CMS

Qualifications

• Handle inbound calls from individuals in SEP or annual enrollment.
• Discuss ACA Marketplace, Medicare Advantage, Supplement, and Part D plans.
• Maintain licensure and stay current on CMS regulations.
• Document interactions in CRM and meet productivity metrics.

Responsibilities

• Document interactions in CRM and meet productivity metrics.
• Maintain active licensure and stay current on CMS regulations.

Skills

Inbound call handling

CRM documentation

Regulatory compliance

CMS regulations knowledge

Tools

CRM software

Job description

• Millions face coverage transitions each year without guided support.
• When provides licensed, non-commissioned guidance for better decisions.

Role Overview:

• Handle inbound calls from individuals in SEP or annual enrollment.
• Discuss ACA Marketplace, Medicare Advantage, Supplement, and Part D plans.

Key Responsibilities:

• Document interactions in CRM and meet productivity metrics.
• Maintain active licensure and stay current on CMS regulations.

Contractor Terms:

• Minimum 20 hours per week; remote work environment.

When

When is a platform for guided health insurance decisions at life events, offering When Choice, When Medicare, and When ICHRA. They've supported 1M+ employees and 204K+ events for Fortune 500 employers, reducing COBRA enrollment.