Medicare & Health Insurance Agent

The Juris Agency; Marshfield (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from Home

Flexible Schedule

Mon-Fri Schedule

Job summary

The Juris Agency is seeking a Medicare & Health Insurance Agent to guide Medicare-eligible individuals and health insurance clients through plans and coverage options. You will educate customers, review needs, and assist with enrollment and policy changes while maintaining regulatory compliance.

This role emphasizes building lasting relationships through proactive service, ensuring client satisfaction, retention, and steady growth for the agency.

Qualifications

• Wisconsin Life and Health insurance license required.
• Ability to maintain carrier certifications and appointments.
• Strong communication and customer service skills.
• Ability to explain complex insurance concepts simply.
• Proficiency with agency management software and computer systems.
• Strong organizational and time management skills.
• Ability to work independently while contributing to a team.
• Preferred Medicare experience with AHIP certification and Part D knowledge.

Responsibilities

• Conduct Medicare and health insurance reviews for clients.
• Educate clients on Medicare Parts A–D.
• Present Medicare Advantage and Supplement options based on client needs.
• Assist with Part D comparisons and enrollments.
• Present individual health insurance options when appropriate.
• Maintain high client retention through proactive service.

Skills

Strong communication

Customer service

Time management

Organizational skills

Independent worker

Tools

Agency management software

Computer systems

Job description

Job Description

The Medicare & Health Insurance Agent is responsible for providing professional guidance and service to Medicare-eligible individuals and health insurance clients. This position assists clients with Medicare Advantage and Supplement plans, Medicare Part D prescription drug plans, individual health insurance products, and related coverage options while maintaining compliance with all carrier and regulatory requirements.

The Medicare & Health Insurance Agent serves as a trusted advisor by educating clients, reviewing coverage needs, assisting with enrollment and policy changes, and providing ongoing service after the sale. This position is expected to maintain strong relationships with clients while supporting the agency's commitment to exceptional customer service, retention, and profitable growth.

Salary/commissions/bonuses will be based on experience and whether full or part time.

Benefits

• Work from Home
• Flexible Schedule
• Mon-Fri Schedule

Responsibilities

• Conduct Medicare & health insurance reviews with prospective and existing clients.
• Educate clients regarding Medicare Parts A, B, C, and D
• Present Medicare Advantage and Supplement plan options based on client needs and eligibility.
• Assist clients with Medicare Part D prescription drug plan comparisons and enrollments
• Present individual health insurance options when appropriate.
• Maintain high client retention levels through proactive communication and service

Requirements

• Wisconsin Insurance License (Life and Health)
• Ability to maintain carrier certifications and appointments
• Strong communication and customer service skills
• Ability to explain complex insurance concepts in a simple manner
• Proficiency with computer systems and agency management software
• Strong organizational and time management skills
• Ability to work independently while contributing to a team environment.
• Preferred Medicare insurance experience including AHIP Certification and
• experience with Medicare Advantage and Supplement and Part D products