Exact Medicare

Insurance

• Educate clients about Medicare benefits and coverage options.
• Assist with plan enrollment and transitions.
• Conduct plan comparisons and provide recommendations.
• Ensure compliance with Medicare regulations and deadlines.
• Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy.
• Maintain accurate records and documentation.
• Provide excellent customer service to resolve issues and answer questions.

Licensed Medicare Insurance Agent

• Client Education: Clearly communicate the features, benefits, and costs of various life insurance policies and supplemental products, ensuring potential clients fully understand their coverage options.
• Needs-Based Assessments: Conduct thorough evaluations of clients’ financial situations, future goals, and protection needs to recommend personalized insurance solutions that provide adequate coverage.
• Sales & Relationship Management: Establish and nurture long-term client relationships by providing exceptional customer service, proactive follow-ups, and ongoing policy support to ensure client satisfaction.
• Regulatory Compliance: Ensure all sales processes and policy recommendations adhere to state and federal insurance regulations, maintaining the highest level of integrity and professionalism.
• Record-Keeping & Documentation: Maintain accurate and up-to-date records of client interactions, policy applications, and coverage details, ensuring compliance with industry standards and company policies.
• Industry Knowledge & Development: Stay informed about industry trends, product updates, and regulatory changes to better serve clients and remain competitive in the market.
• Professional Growth: Participate in company training programs, certification courses, and licensing requirements to enhance skills and remain in compliance with state insurance regulations.

Licensed Final Expense Insurance Agent

Sales

• Educate clients on Medicare Parts C & D, Med Supp/MediGap, and ancillary product options
• Guide clients through plan comparisons and enrollments
• Provide outstanding customer service and support
• Ensure compliance with Medicare regulations and timelines
• Keep accurate documentation and client records
• Build relationships and rapport with clients to drive long-term success

Exact Medicare

Licensed Medicare Insurance Agent

Licensed Final Expense Insurance Agent

Pre-Licensed Medicare Sales Agent – Work Ready Oklahoma Candidates Only

Licensed Medicare Sales Agent