Licensed Medicare Insurance Agent

We are looking for a licensed insurance agent who enjoys helping people make informed Medicare decisions. You will guide Medicare-eligible individuals through their options, including Medicare Advantage, Medicare Supplement and Part D prescription drug plans, and help them enroll in coverage that fits their needs. This role is ideal for someone who is patient, compliance-minded and genuinely client-focused.

Responsibilities

• Respond to inbound inquiries and scheduled appointments from people exploring Medicare coverage
• Conduct needs-based conversations and explain plan options clearly and accurately
• Complete applications and enrollments in accordance with CMS and carrier guidelines
• Maintain accurate records of client interactions in our CRM
• Follow all Medicare marketing, Scope of Appointment and call recording requirements
• Provide ongoing service to clients, including annual plan reviews
• Cross-refer clients to Final Expense coverage when appropriate and requested

Requirements

• Active resident state Health (Accident & Health) insurance license, or willingness to obtain one before starting
• Ability to obtain non-resident licenses and complete annual AHIP and carrier certifications
• Excellent communication and listening skills, with patience for questions
• Commitment to ethical, compliant sales practices
• Comfort using a computer, CRM software and phone systems
• Medicare sales experience preferred but not required
• A quiet, professional workspace for remote work