Medicare Plan Advisor - Licensed Insurance Agent

Exact Medicare (Secret); United States; Remote; USD 50,000 - 80,000; Full time

Job summary

Exact Medicare is seeking a Licensed Insurance Agent to guide individuals through Medicare options, including Parts C & D, Med Sup/MediGap, and ancillary products. You will educate clients, recommend plans, and assist with enrollment and plan transitions.

You will work in a metrics-driven environment, managing high-volume calls, ensuring CMS compliance, and maintaining accurate records while delivering exceptional customer service to clients seeking Medicare guidance.

Qualifications

• Holds valid health insurance license.
• Current plan year AHIP certification.
• Understanding of sales and ability to generate revenue.
• Capability to contract and become RTS (ready-to-sell) with multiple insurance carriers.

Responsibilities

• Educate clients about Medicare benefits and coverage options.
• Assist with plan enrollment and transitions.
• Conduct plan comparisons and provide recommendations.
• Ensure compliance with CMS regulations and deadlines.
• Effectively manage inbound and outbound calls in a high-volume sales environment.
• Maintain accurate records and documentation.
• Provide excellent customer service to resolve issues and answer questions.

Skills

Sales

Communication

Interpersonal skills

Organization

Education

Health insurance license

AHIP certification

Job description

Exact Medicare is seeking a Licensed Insurance Agent to guide individuals through Medicare options, including Parts C & D, Med Sup/MediGap, and ancillary products. You will educate clients, recommend plans, and assist with enrollment and plan transitions.

You will work in a metrics-driven environment, managing high-volume calls, ensuring CMS compliance, and maintaining accurate records while delivering exceptional customer service to clients seeking Medicare guidance.