Medicare Plan Advisor: Educate, Enroll & Guide Seniors

Exact Medicare (Secret); United States; Remote; USD 50,000 - 90,000; Full time

Job summary

Exact Medicare is seeking a Licensed Insurance Agent to help individuals navigate Medicare options, including Parts C & D, Med Supp/MediGap, and ancillary products. You will educate clients on plan choices, recommend suitable plans, and assist with enrollment and transitions between plans.

Educating clients, conducting plan comparisons, and ensuring timely enrollment are core duties. The role emphasizes compliance with CMS regulations, documentation, and delivering outstanding customer service

Qualifications

• Holds valid health insurance license.
• Current AHIP certification.
• Ability to contract with multiple carriers (MAPD).
• Authorized to work in the United States without sponsorship.

Responsibilities

• Educate clients about Medicare benefits and coverage options.
• Assist with plan enrollment and transitions.
• Conduct plan comparisons and provide recommendations.
• Ensure compliance with Medicare regulations and deadlines.
• Manage high-volume calls with professionalism and accuracy.
• Maintain accurate records and documentation.
• Provide excellent customer service to resolve issues.

Skills

Health insurance license

Sales experience

AHIP certification

CMS compliance understanding

Strong communication skills

Job description

Exact Medicare is seeking a Licensed Insurance Agent to help individuals navigate Medicare options, including Parts C & D, Med Supp/MediGap, and ancillary products. You will educate clients on plan choices, recommend suitable plans, and assist with enrollment and transitions between plans.

Educating clients, conducting plan comparisons, and ensuring timely enrollment are core duties. The role emphasizes compliance with CMS regulations, documentation, and delivering outstanding customer service