Licensed Retiree Benefits Advisor – Temporary, Virtual

Alight Solutions

Licensed Virtual Benefit Advisor selling and enrolling retirees into Medicare insurance products with Alight. Handling customer needs and providing education on health plan options remotely.

Posted 7/12/2026full-timeRemote • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $43,680 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Medicare Advantage, Medicare Supplement, and prescription drug plans, with a strong focus on consultative sales and customer service. Maintains compliance with CMS regulations while delivering exceptional customer experiences and achieving performance metrics.

Highest-signal resume keywords

Medicare Advantage KnowledgeConsultative Sales ExperienceCustomer Service SkillsAHIP CertificationHealth Insurance License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Needs AnalysisEnrollment ProcessesCall Center Performance MetricsCompliance AdherenceDetail Orientation

Soft Skills

Effective CommunicationAdaptabilityProblem SolvingCustomer Relationship Management

Tools & Technologies

Microsoft OfficeMulti-Screen Experience

Certifications & Qualifications

Active Health Insurance LicenseAHIP Certification

Industry Keywords

Medicare SupplementPrescription Drug PlansDSNP PlansSpecial Election PeriodsLow Income Subsidy

About the role

Key responsibilities & impact

Ability to consistently provide a world class experience at all customer touchpoints
Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care)
Ability to pass AHIP and annual carrier certifications
Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans
Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period
Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans
Enroll retirees compliantly and efficiently by reading scripting verbatim
Meet and/or exceed key performance indicators
Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs
Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant
Actively manage all appointments to follow up with a prospect
Respond to voicemails within 24 business hours
Monitor the internal chat and respond in a timely fashion to any questions or requests
Deliver a consistently positive customer experience in a highly ethical and professional manner
Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus
Capable of absorbing new information and adapting to new processes and programs rapidly
Ability to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and education
Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity

Requirements

What you’ll need

High school degree or equivalent
2 years of experience in consultative sales and/or customer service, preferably in a call center or high-volume environment
Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
No contracting restrictions as related to carriers and/or previous employers. Release documents are required if previously sponsored by carriers or other companies