Medicare Specialist

First Mid Bancshares, Inc.; Effingham (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Commission incentives

Health, dental, vision with HSA match

401(k) with employer match + ESOP

Generous PTO & holidays

Tuition reimbursement & performance <w

Job summary

First Mid Bancshares, Inc. is seeking a Medicare Specialist (Sales) to educate prospective and existing members on Medicare options, support enrollments, and provide ongoing customer service.

This role serves as the primary contact for guidance on Medicare products while driving new member enrollment and sales growth. Responsibilities include counseling on plans, cross-selling opportunities, and maintaining accurate records, with emphasis on a high-quality member experience and adherence to

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Experience in Medicare sales, health insurance, customer service, or inside sales preferred.
• Active health insurance license or ability to obtain and maintain licensure as required.
• Demonstrated ability to meet sales, production, and enrollment goals.
• Strong communication, interpersonal, and customer service skills.

Responsibilities

• Consult with and educate prospective and existing members on Medicare products, benefits, and coverage options through inbound and outbound calls
• Assess individual needs, recommend appropriate Medicare plans, and facilitate enrollments while delivering a high-quality customer experience
• Meet established production, retention, and performance goals
• Maintain accurate documentation of member interactions, sales activity, and enrollment activity within company systems
• Identify additional coverage needs and cross-selling opportunities while maintaining a member-focused approach
• Stay informed on Medicare guidelines, carrier products, and organizational procedures to ensure accurate communication and service delivery

Skills

Verbal communication

Consultative sales

Customer service

Attention to detail

Goal attainment

Education

High school diploma or equivalent

Associate or Bachelor preferred

Job description

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

The Medicare Specialist (Sales) is responsible for engaging prospective and existing members with Medicare sales and plan education, enrollment support, and ongoing customer service. This role serves as a primary point of contact for individuals seeking guidance on Medicare products and coverage options while ensuring a high-quality member experience. The position exists to drive new member enrollment and sales growth, support retention efforts, cross-selling and identifying additional coverage needs, and build trusted relationships through accurate product knowledge and effective communication.

Responsibilities include, but are not limited to:

• Consult with and educate prospective and existing members on Medicare products, benefits, and coverage options through inbound and outbound calls


• Assess individual needs, recommend appropriate Medicare plans, and facilitate enrollments while delivering a high-quality customer experience


• Meet established production, retention, and performance goals


• Maintain accurate documentation of member interactions, sales activity, and enrollment activity within company systems


• Identify additional coverage needs and cross-selling opportunities while maintaining a member-focused approach


• Stay informed on Medicare guidelines, carrier products, and organizational procedures to ensure accurate communication and service delivery

Qualifications

Education/Experience

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred


• Previous experience in Medicare sales, health insurance, customer service, or inside sales preferred


• Active health insurance license (or ability to obtain and maintain licensure as required)


• Demonstrated ability to meet sales, production, and enrollment goals


• Strong communication, interpersonal, and customer service skills

Skills

• Strong verbal communication and interpersonal skills with the ability to build rapport and explain Medicare products clearly


• Consultative sales skills with the ability to guide individuals toward appropriate coverage solutions


• Excellent customer service skills and ability to manage sensitive or confidential information professionally


• Strong attention to detail and organizational skills for accurate documentation and enrollment processing


• Ability to consistently meet sales, production, quality, and performance expectations

Total Rewards

• Commission Incentive Pay available for personal and department goals achievement


• Competitive health, dental & vision coverage with HSA match


• 401(k) with employer match + Employee Stock Purchase Plan


• GenerousPTO, paid holidays & parental leave


• Tuition reimbursement & performance-based bonuses

First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT