Medicare Plan Advisor | Licensed Insurance Agent

Exact Medicare; United States; On-site; USD 45,000 - 75,000; Full time

Job summary

Exact Medicare is seeking a Licensed Insurance Agent to help individuals navigate Medicare programs. You will educate clients on Medicare options (Parts C & D as well as Med Supp/MediGap and ancillary products), recommend suitable plans based on their needs, and help with enrollment and transitions between plans.

Responsibilities include educating clients on benefits, conducting plan comparisons, ensuring CMS deadlines, and maintaining accurate records.

Qualifications

• Holds valid health insurance license.
• AHIP certification or equivalent.
• Understanding of Medicare Part C & D, Med Supp/MediGap.
• Ability to contract with multiple carriers and RTS with MAPD carriers.

Responsibilities

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

Skills

Sales skills

Communication skills

Interpersonal skills

Organizational skills

Presentation skills

CMS compliance

Education

Health insurance license

AHIP certification

Job description

Exact Medicare is seeking a Licensed Insurance Agent to help individuals navigate Medicare programs. You will educate clients on Medicare options (Parts C & D as well as Med Supp/MediGap and ancillary products), recommend suitable plans based on their needs, and help with enrollment and transitions between plans.

Responsibilities include educating clients on benefits, conducting plan comparisons, ensuring CMS deadlines, and maintaining accurate records.