Medicare Inbound SDR: Qualify Leads & Support Agents

Amerilife Group, LLC; Melville (NY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Paid time off

Job summary

AmeriLife in Melville, NY is seeking a motivated Medicare Sales Development Representative (SDR) to handle inbound calls, screen Medicare-eligible leads, and transfer qualified prospects to licensed agents for enrollment support.

This in-office role, five days a week, emphasizes strong communication, organization, and the ability to work in a fast-paced healthcare sales environment. Prior Medicare or health insurance exposure is a plus, but not required.

Qualifications

• 1–3 years of experience in inbound call handling, sales support, lead qualification, or customer-facing roles
• Strong verbal communication skills and comfort speaking on the phone for extended periods
• Ability to quickly build rapport and ask effective qualifying questions
• Highly organized with strong attention to detail
• Basic computer proficiency and ability to learn CRM and call systems
• Interest in healthcare, insurance, or sales development Medicare or health insurance experience is a plus, but not required
• Insurance license not required for this role
• Bachelor’s degree (or equivalent experience) preferred

Responsibilities

• Handle a high volume of inbound phone calls and inquiries from Medicare-eligible individuals
• Qualify inbound leads by gathering key information such as eligibility, coverage needs, timing, and intent
• Answer basic, non-advisory Medicare questions in a compliant and customer-friendly manner
• Accurately document call details, lead information, and outcomes in internal systems
• Transfer qualified prospects to licensed Medicare agents for enrollment assistance
• Follow established scripts, workflows, and compliance guidelines
• Maintain professionalism, empathy, and clarity when speaking with seniors and caregivers
• Meet or exceed performance metrics related to call handling, lead quality, and successful handoffs
• Continuously build knowledge of Medicare basics, enrollment periods, and Plan Medicare’s services
• Collaborate closely with sales and operations teams to ensure a smooth customer experience

Skills

Inbound calls handling

Lead qualification

CRM systems

Communication

Detail oriented

Education

Bachelor’s degree or equivalent experience

Tools

CRM (Salesforce)

MS Excel

Job description

AmeriLife in Melville, NY is seeking a motivated Medicare Sales Development Representative (SDR) to handle inbound calls, screen Medicare-eligible leads, and transfer qualified prospects to licensed agents for enrollment support.

This in-office role, five days a week, emphasizes strong communication, organization, and the ability to work in a fast-paced healthcare sales environment. Prior Medicare or health insurance exposure is a plus, but not required.