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Trucordia

Licensed Insurance Sales Agent – BPO

Trucordia

Licensed Insurance Sales Agent providing tailored Medicare information and assistance via calls. Joining Trucordia to support clients in understanding their healthcare options.

Posted 7/22/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in Medicare products and services, providing tailored solutions to clients while maintaining a strong focus on customer service and effective communication. Proven ability to build rapport and trust with clients in a fast-paced environment.

Highest-signal resume keywords
Medicare Industry ExperienceOutbound Dialing Sales ExperienceStrong Verbal Communication SkillsCRM Software ProficiencyValid Resident State Health Insurance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Medicare Options ExplanationEnrollment Process KnowledgeLead TrackingAttention to DetailTailored Solutions Development
Soft Skills
Outgoing PersonalityCooperative AttitudeSelf-MotivationFlexibilityRapport Building
Tools & Technologies
Microsoft WindowsCRM Software Systems
Certifications & Qualifications
Valid Resident State Health InsuranceContinuing Education (CEs)
Industry Keywords
Medicare PlansClient Needs AssessmentCustomer ServiceSales PerformanceIndustry Trends

About the role

Key responsibilities & impact
  • Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
  • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
  • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
  • Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
  • Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Requirements

What you’ll need
  • Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry
  • Passion for helping others and a commitment to excellent customer service.
  • Strong verbal communication skills, with the ability to convey complex information clearly and effectively.
  • Build rapport with clients, understanding their needs and providing tailored solutions.
  • Stay updated on Medicare products, services, and industry trends.
  • Proficient in Microsoft Windows environment and multiple CRM software systems.
  • Self-motivated with a powerful desire to succeed and achieve high performance.
  • Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail.
  • Flexibility to adjust strategies based on client needs and feedback.
  • Valid Resident State Health Insurance (Required)
  • Continuing Education (CEs) are up to date (Required)
  • High School Diploma or GED

Benefits

Comp & perks
  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K