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Medicare Sales Representative
Connie HealthMedicare Sales Representative assisting clients via phone in selecting and enrolling in health insurance plans. Responsible for meeting sales targets and providing a positive customer experience.
Tech Stack
Tools & technologiesiOS
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 2–3 years of Medicare sales experience
- Active Health & Life Insurance License
- Current AHIP certification
- Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
- Excellent verbal and written communication skills
- Bilingual a plus
Benefits
Comp & perks- Generous vacation policy and paid holidays
- Comprehensive health insurance coverage
- 401(k) with company match
- Remote work flexibility and growth opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Medicare sales experienceneeds assessmentscustomer servicesales trackingenrollment process
Soft Skills
communication skillsrelationship buildingsolutions-focusedproactive engagementteam collaboration
Certifications
Health & Life Insurance LicenseAHIP certification