Remote Medicare Benefit Activation & Onboarding Specialist

Vitality Medicare Solutions LLC; United States; Remote; USD 25,000 - 28,000; Full time

Benefits offered by this job

Company equipment provided

Fully remote

Medical, dental, and vision benefits

Annual bonus eligibility

Job summary

Vitality Medicare Solutions LLC is hiring a Benefit Activation Specialist to support our sales agents and ensure a seamless post-enrollment experience for Medicare clients.

The role involves guiding TPV steps, lead retention, and benefit activation, with outbound/inbound calls, emails, and SMS to welcome new members, explain plan benefits, and assist with navigation. This is a full-time, fully remote position with company equipment and benefits.

Responsibilities

• Support sales agents by facilitating and completing third‑party verification (TPV) steps with Medicare clients
• Lead retention and benefit activation initiatives, including proactive outreach to newly enrolled clients
• Conduct outbound welcome calls, benefit activation calls, and follow‑up communications to ensure client satisfaction and retention
• Provide inbound support for clients needing assistance with plan navigation, benefit questions, or next steps after enrollment
• Send email and SMS communications to clients as needed for reminders, confirmations, and benefit education
• Deliver clear, compliant explanations of Medicare Advantage, Medicare Supplement, Part D, ancillary products, and life insurance benefits
• Maintain accurate documentation of all client interactions within company systems
• Collaborate closely with sales agents, retention teams, and leadership to ensure a smooth client onboarding experience
• Uphold all CMS, carrier, and company compliance standards during every interaction
• Represent Vitality Medicare Solutions with professionalism, empathy, and a client‑first mindset

Job description

Vitality Medicare Solutions LLC is hiring a Benefit Activation Specialist to support our sales agents and ensure a seamless post-enrollment experience for Medicare clients.

The role involves guiding TPV steps, lead retention, and benefit activation, with outbound/inbound calls, emails, and SMS to welcome new members, explain plan benefits, and assist with navigation. This is a full-time, fully remote position with company equipment and benefits.