Medicare Insurance Advisor - Plan Finder & Transitions

Exact Medicare; United States; On-site; USD 40,000 - 80,000; Full time

Job summary

Exact Medicare is seeking a Licensed Insurance Agent to educate clients on Medicare options, assist with enrollment, and compare plans to meet needs. You will help with transitions between plans while ensuring compliance with CMS deadlines.

You will manage high-volume calls, maintain detailed records, and deliver outstanding customer service to Medicare-eligible seniors seeking sales success.

Qualifications

• Holds a health insurance license.
• AHIP certification current for the plan year.
• Understanding of sales with ability to generate revenue.
• Authorized to work in the United States without sponsorship.
• Knowledge of CMS regulations and deadlines.
• Strong organizational and communication abilities.

Responsibilities

• Educate clients about Medicare benefits and plan options.
• Assist with plan enrollment and transitions between plans.
• Conduct plan comparisons and provide recommendations.
• Ensure compliance with Medicare regulations and deadlines.
• Handle high-volume inbound/outbound calls professionally.
• Maintain accurate records and documentation.
• Provide excellent customer service to resolve issues.

Skills

Sales experience

Communication skills

Presentation skills

Interpersonal skills

Education

AHIP certification

Job description

Exact Medicare is seeking a Licensed Insurance Agent to educate clients on Medicare options, assist with enrollment, and compare plans to meet needs. You will help with transitions between plans while ensuring compliance with CMS deadlines.

You will manage high-volume calls, maintain detailed records, and deliver outstanding customer service to Medicare-eligible seniors seeking sales success.