ClearSource

Agent

• Take inbound calls from potential clients to enroll in Medicare plans
• Explain the benefits and features of the various Medicare and ancillary products available
• Qualify, educate and enroll individuals into Medicare plans that meets their needs
• Enroll clients based on compliance and training requirements to sell appropriate products
• Help clients with questions regarding Medicare products
• Navigate through multiple system applications to fulfill consumer requests, research inquiries, create leads for follow up and update consumer information
• Understand and adhere to all company, carrier, and/or CMS related policies and procedures

Health Agent