Connie Health

Account Executive

• Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
• Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements
• Educate clients on Medicare options, election periods, and available services to help them make informed decisions
• Match beneficiaries with the most suitable health plans based on their unique needs
• Guide clients through the enrollment process with care, accuracy, and personalized support
• Build meaningful relationships while delivering excellent, solutions-focused customer service
• Qualify inbound leads and create new sales opportunities through proactive engagement
• Consistently meet or exceed sales goals while tracking performance and progress
• Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
• Accurately document all sales and service activities in the CRM system
• Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
• Support additional duties and special projects as needed

Medicare Sales Representative