Medicare Sales Advocate I

LTHC

Medicare sales advocate explaining Excellus BCBS plans and qualifying New York beneficiaries. Supporting authorized agents, resolving enrollment questions, and arranging Medicare enrollment meetings.

Posted 8/14/2026full-timeAlbany • New York • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Medicare benefits and enrollment processes, with strong problem-solving abilities and effective communication skills. Proficient in using CRM systems and maintaining compliance with Medicare and corporate guidelines.

Highest-signal resume keywords

Medicare ExperienceNYS Life, Accident And Health Insurance LicenseAHIP CertificationDirect Selling Or Telemarketing ExperienceMicrosoft Word

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Medicare Benefits ExplanationEnrollment Process ManagementProblem-Solving MethodologyPublic SpeakingDocumentation AccuracySales PresentationCustomer Inquiry ResolutionTime ManagementProduct KnowledgeCompliance Adherence

Soft Skills

Effective CommunicationAttention To DetailCollaborationCustomer Satisfaction FocusFlexibility

Tools & Technologies

MacessMARxInContactCRM SoftwareMicrosoft Excel

Certifications & Qualifications

AHIP CertificationNYS Life, Accident And Health Insurance License

Industry Keywords

Medicare GuidelinesDepartment Of InsuranceCorporate ComplianceHealth-Related FieldSales Coaching

About the role

Key responsibilities & impact

Explain CDPHP Medicare benefits and plans to prospective members
Assist CDPHP Medicare Authorized Agents with benefit inquiries, enrollment, and eligibility questions
Qualify prospective members and arrange enrollment meetings with CDPHP Authorized Sales Agents
Resolve eligibility and enrollment-related questions
Respond to internal and external customer inquiries by phone and email
Identify and solve problems by implementing appropriate departmental or organizational solutions
Remain current on Medicare guidelines and CDPHP policies and procedures
Meet monthly sales coaching and production standards
Enter accurate documentation in Macess, MARx, inContact, and CRM systems
Collaborate with other departments and team members to meet accuracy, timeliness, and customer satisfaction goals
Conduct sales presentations for walk-in prospects
Adhere to Medicare, Department of Insurance, and company guidelines
Maintain confidentiality and comply with corporate compliance requirements
Perform other duties as assigned

Requirements

What you’ll need

High school diploma or GED required
Associate degree preferred
NYS Life, Accident and Health Insurance License required or secured within 60 days of hire
Successfully complete AHIP certification
Successfully complete product exams
Minimum two years of direct selling or telemarketing experience, or one year of experience in a health-related field
Experience with Medicare strongly preferred
Strong working knowledge of Microsoft Word
Microsoft Excel preferred
Experience with computer-based documentation systems or CRM software
Ability to apply problem-solving and time-management methodology
Demonstrated public speaking ability preferred
Effective verbal and written communication skills
Ability to interpret and make decisions based on prospective member needs, corporate underwriting guidelines, and federal Medicare Advantage regulations
Strong attention to detail and ability to meet productivity and quality standards
Ability to work a flexible schedule, including nights, weekends, and holidays
Ability to work from home when necessary and/or required by management

Benefits

Comp & perks

Participation in group health and/or dental insurance
Retirement plan
Wellness program
Paid time away from work
Paid holidays
Potential opportunity for remote work on a case-by-case basis
Reasonable accommodations for individuals with disabilities
Equal Opportunity Employer