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Medicare Sales Representative
Connie HealthMedicare Sales Representative assisting clients in selecting and enrolling in health insurance plans. Building relationships and guiding beneficiaries confidently through their healthcare options.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Medicare sales, client education, and compliance with CMS regulations and HIPAA policies. Proven ability to build relationships, meet sales goals, and utilize CRM systems effectively.
Highest-signal resume keywords
Medicare Sales ExperienceActive Health & Life Insurance LicenseCurrent AHIP CertificationSalesforce ProficiencyExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Medicare KnowledgeNeeds AssessmentSales Performance TrackingClient Enrollment SupportDocumentation Accuracy
Soft Skills
Customer ServiceRelationship BuildingProactive EngagementTeam CollaborationSolutions-Focused Approach
Tools & Technologies
CRM SystemIOSSalesforceFive9Slack
Certifications & Qualifications
Active Health & Life Insurance LicenseAHIP Certification
Industry Keywords
MedicareCMS RegulationsHIPAA ComplianceInsurance OptionsElection Periods
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
- A collaborative, mission-driven, and innovative culture
- Remote work flexibility and growth opportunities