Medicare Specialist

The Juris Agency; San Ramon (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Health Insurance

Job summary

The Juris Agency in California seeks a Medicare Specialist to guide clients through enrollment for Parts A-D and Medigap, educating on coverage options and ensuring compliance. You will analyze healthcare needs and navigate enrollment with empathy and precision.

Responsibilities include proactive lead outreach, scheduling consultations, and maintaining client relationships, while staying current on CMS updates and regulatory requirements to deliver outstanding service.

Qualifications

• Licensure and AHIP certification required or obtainable before enrollment cycle.
• Deep understanding of Medicare enrollment periods (IEP, AEP, SEP).
• Ability to explain complex insurance concepts in simple terms.
• Strong knowledge of CMS rules, carrier updates, and regulatory expectations.

Responsibilities

• Educate clients on Medicare options and enrollment steps.
• Proactively contact new leads, schedule consultations, and grow business
• Conduct regular policy reviews to ensure coverage aligns with needs and budget
• Stay updated on CMS rules, carrier changes and industry regulations

Skills

Communication skills

Empathy

Detail oriented

Relationship management

Education

Active Health and Accident Insurance License

AHIP Certification

Job description

Job Description

We are seeking a knowledgeable, empathetic, and detail-oriented Medicare Specialist to join our growing agency. In this role, you will serve as a trusted advisor to clients navigating the complexities of Medicare. You will be responsible for educating individuals on their coverage options, analyzing their healthcare needs, and guiding them through the enrollment process for Medicare Parts A, B, C, D, and Supplement (Medigap) plans. The ideal candidate possesses strong communication skills, a deep understanding of Medicare compliance regulations, and a passion for helping the senior community secure optimal healthcare coverage.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Health Insurance

Responsibilities

On a daily basis, the Medicare Specialist splits their time between expanding the agency's reach and maintaining our valued client relationships. You will proactively call new leads and prospective customers to introduce our services, answer initial questions, and schedule consultation appointments to help bring in new business. To keep our existing clientele satisfied, you will conduct regular policy reviews for current customers, checking in to ensure their coverage still aligns with their medical needs and budget. Because the healthcare landscape changes rapidly, you will consistently stay abreast of new CMS rules, carrier updates, and industry regulations. Additionally, you will dedicate effort to following up on pending applications, returning client inquiries, and updating agency databases to ensure a seamless experience for every individual.

Requirements

• Licensure: Active Health and Accident Insurance License [Required / Preferred].
• Certifications: Current AHIP (America's Health Insurance Plans) certification, or the ability to pass it before the next enrollment cycle.
• Medicare Knowledge: Strong foundational understanding of Medicare enrollment periods (IEP, AEP, SEP), coverage guidelines, and compliance rules.
• Communication: Exceptional verbal and written communication skills with the ability to explain complex insurance concepts in simple, accessible language.
• Relationship Management: Strong interpersonal skills focused on customer retention, active listening, and consistent follow-up.