Medicare Sales Agent

Integrity Marketing Group; Indianapolis (IN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Holidays

PTO

FSA/HSA

Life Insurance

Disability Insurance

Minimal travel

Job summary

Star Benefit Associates, part of Integrity, seeks a Medicare Sales Agent in Indianapolis to help seniors navigate Medicare options. This role balances consultative sales with CMS compliance and education, enrolling clients in plans during Annual Election Periods.

You’ll work in a team-focused environment, leveraging CRM tools, handling complex enrollments, and building a referral-based pipeline with a commitment to service and accuracy.

Qualifications

• 2+ years’ experience in Medicare Sales required.
• Associate or bachelor’s degree helpful.
• Compassion and Patience: explain complex government health insurance terms clearly.

Responsibilities

• Conduct Needs-Based Assessment with Medicare-eligible individuals.
• Present and enroll clients in Medicare Advantage, Part D and Medigap plans.
• Build a pipeline of client referrals through service, community outreach and events.
• Manage Annual Election Period reviews and enrollments (Oct 15 – Dec 7).
• Maintain strict compliance with CMS marketing guidelines and licensing requirements.

Skills

Medicare Sales

Consultative selling

Attention to detail

Presentation skills

CRM experience

Education

Associate/Bachelor helpful

Tools

CRM software

Job description

Medicare Sales Agent Star Benefit Associates Indianapolis, IN

About Star Benefit Associates Located in Indianapolis, Indiana, and established in 1987, Star Benefit Associates has built their reputation on integrity, service and personalized attention to their agents. Star Benefit Associates, an Integrity company, was founded with a focus on Small Group products, with a transition into the Medicare space in 2002. Star Benefit Associates helped launch the first Medicare Advantage PPO in the state of Indiana as a pilot program for CMS. As a pioneer in the Medicare Advantage market, Star Benefit Associates’ team has more combined experience in this space than most FMOs in the country. Their agents help more than 10,000 Americans annually with their Medicare and insurance needs, offering premier products in Medicare Supplements, Medicare Advantage Plans and Part D programs.

Job Summary

A Medicare Sales Agent specializes in helping seniors and individuals with disabilities navigate the complexities of Medicare. Because Medicare rules, plans, and enrollment periods are heavily regulated by the federal government (CMS), this role balances consultative sales with strict compliance and education.

Primary Duties and Responsibilities:

• Conduct Needs-Based Assessment: Meet with Medicare-eligible individuals to analyze their current healthcare needs, financial situation, preferred doctors, and prescription medications.
• Present and Enroll Clients in Plans: Educate clients on their options and enroll them into appropriate plans, including Medicare Advantage (Part C), Prescription Drug Plans (Part D) and Medicare Supplement (Medigap) policies
• Sales/Growth: Build a pipeline of client referrals based on exceptional service, community outreach, educational seminars, special events, and working with one of our 68 Referral Partners. SBA’s is a referral-based organization.
• Annual Election Period (AEP) Management: Manage a high volume of client reviews and enrollments during the peak season from October 15 to December 7 every year.
• Strict Compliance and Regulatory Requirements:
• CMS Guidelines: Adhere strictly to Centers for Medicare & Medicaid Services (CMS) marketing guidelines (e.g. recording calls, Scope of appointment rules, required DISCLAIMERS)
• Licensing & Certification: Must hold and maintain an active State Health Insurance License. Additionally, agents must pass annual AHIP (America’s Health Insurance Plans) certification and individual insurance carrier certification to legally sell plans each year.

Primary Skills and Requirements:

• Associate or bachelor’s degree helpful.
• 2+ years’ experience in Medicare Sales required.
• Compassion and Patience: The ability to explain complex government health insurance terms to seniors in a clear, patient, and empathetic manner.
• Strong Presentation Skills: Comfortable speaking with individuals one-on-one or presenting to small groups.
• Detail-Oriented: Mistakes on enrollment applications can disrupt a clients’ healthcare coverage or medication access, making accuracy vital.
• Experience with CRM’s and online enrollment tools as well as paper applications: We enroll clients using a variety of methods. Whatever works best for the client.
• Exceptional time management and problem-solving skills.
• Ability to collaborate, learn and work with a highly seasoned team in a fast-paced environment.

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability
• Travel: Minimal travel. For the most part this is an in-house office job. Some travel may be required for client visits, marketing events, or educational trainings.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.

In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.