Seasonal Medicare Telesales Representative

Keystone Advisors; Houston (TX); On-site; USD 20,664 - 34,440; Full time

Benefits offered by this job

Competitive hourly pay

Bonus opportunities

Commission opportunities

Quarterly company events

Open, collaborative work environment

On-the-job training and ongoing suppo​

Office amenities: Yoga Room

Office amenities: Pickleball Courts

Office amenities: Golf Simulator

Office amenities: Doggie Daycare

Job summary

Keystone Advisors is seeking licensed Medicare Telesales Representatives to support our Seasonal Medicare Telesales Team during the Annual Enrollment Period. This onsite, seasonal role focuses on promoting Medicare plans and delivering an exceptional customer experience.

You will handle inbound/outbound calls, document interactions, and strive to meet enrollment and sales goals while adhering to CMS and company guidelines.

Qualifications

• High School Diploma or equivalent required.
• Active Life and Health Insurance license required.
• CE requirements to keep license active.
• Pass state and employer background checks.
• Strong knowledge of CRM and MS Office.
• College degree or equivalent experience preferred.
• 3+ years in customer service, sales, healthcare, insurance, or related field.

Responsibilities

• Answer inbound sales calls from customers interested in Medicare products and services.
• Make outbound calls to prospective customers and qualified leads.
• Assess customer needs and recommend Medicare plan options.
• Promote products while complying with CMS and internal policies.
• Complete compliant enrollments and document interactions.
• Meet enrollment, activity, and conversion goals.
• Stay informed on Medicare regulations and company updates.
• Provide excellent customer service throughout enrollment.
• Perform additional duties as assigned.

Skills

Customer service

Sales

CRM systems

Communication

Team collaboration

Education

High School Diploma

Life and Health Insurance License

College degree or equivalent

Tools

CRM software

Microsoft Office Suite

Phone/dialer systems

Job description

Job Summary

Keystone Advisors is a fast-growing company seeking top talent to join our Seasonal Medicare Telesales Team. If you want to be part of an organization with a purpose, Keystone may be the right place for you.

We are seeking licensed Medicare Telesales Representatives to play a pivotal role in helping the company achieve its customer growth goals while delivering an exceptional customer experience during the Medicare Annual Enrollment Period (AEP) and other seasonal enrollment periods. You will be responsible for promoting our Medicare products and services to prospective customers while being supported by the Keystone Advisors team.

This is a seasonal onsite position with competitive hourly pay, bonus opportunities, and commissions. Employment is temporary and based on business needs and seasonal enrollment demand.

Qualifications & Requirements

• High School Diploma or equivalent
• Active Group 1 – Life and Health Insurance License required
• Maintain Continuing Education (CE) requirements to keep license active
• Ability to pass all state-required background checks necessary for licensing
• Ability to pass an employer background check
• Strong knowledge of CRM systems and Microsoft Office Suite
• College degree or equivalent work experience preferred
• Minimum of 3 years of experience in customer service, sales, healthcare, insurance, or a related industry preferred
• Proven ability to meet or exceed sales and conversion goals

Duties & Responsibilities

• Answer inbound sales calls from customers interested in Medicare products and services
• Make outbound calls to prospective customers and qualified leads
• Assess customer needs and recommend the most appropriate Medicare plan options
• Promote company products and services while maintaining CMS and company compliance standards
• Complete compliant Medicare enrollments and accurately document customer interactions
• Meet or exceed key performance indicators, including sales activity, call quality, productivity, and enrollment goals
• Stay informed of Medicare regulations, carrier updates, company initiatives, and process changes
• Provide exceptional customer service throughout the enrollment process
• Perform other duties as assigned

Knowledge, Skills, Abilities & Experience

• Self-motivated with a positive and energetic attitude
• Excellent customer service and relationship-building skills
• Strong verbal, written, and interpersonal communication skills
• Empathy, patience, and professionalism
• Strong organizational skills with the ability to multitask in a fast-paced environment
• Goal-oriented with a competitive drive to succeed
• Ability to work effectively both independently and as part of a team

Company Benefits & Perks

• Competitive hourly pay plus bonus and commission opportunities
• Quarterly company events
• Open, fun, and collaborative work environment
• On-the-job training and ongoing support
• Office amenities:
  • Yoga Room
  • Pickleball Courts
  • Golf Simulator
  • Doggie Daycare