Medicare Advisor & Enrollment Specialist

Gail Mirchandani Farmers Insurance Agency, LLC; San Ramon (CA); Vor Ort; USD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Health Insurance

Zusammenfassung

The Juris Agency in California seeks a Medicare Specialist to guide clients through enrollment for Parts A-D and Medigap, educating on coverage options and ensuring compliance. You will analyze healthcare needs and navigate enrollment with empathy and precision.

Responsibilities include proactive lead outreach, scheduling consultations, and maintaining client relationships, while staying current on CMS updates and regulatory requirements to deliver outstanding service.

Qualifikationen

• Licensure and AHIP certification required or obtainable before enrollment cycle.
• Deep understanding of Medicare enrollment periods (IEP, AEP, SEP).
• Ability to explain complex insurance concepts in simple terms.
• Strong knowledge of CMS rules, carrier updates, and regulatory expectations.

Aufgaben

• Educate clients on Medicare options and enrollment steps.
• Proactively contact new leads, schedule consultations, and grow business
• Conduct regular policy reviews to ensure coverage aligns with needs and budget
• Stay updated on CMS rules, carrier changes and industry regulations

Kenntnisse

Communication skills

Empathy

Detail oriented

Relationship management

Ausbildung

Active Health and Accident Insurance License

AHIP Certification

Jobbeschreibung

The Juris Agency in California seeks a Medicare Specialist to guide clients through enrollment for Parts A-D and Medigap, educating on coverage options and ensuring compliance. You will analyze healthcare needs and navigate enrollment with empathy and precision.

Responsibilities include proactive lead outreach, scheduling consultations, and maintaining client relationships, while staying current on CMS updates and regulatory requirements to deliver outstanding service.