Join Our Team

You will:

• Work with prospects in person, over the phone, and through email to identify their needs

• Obtain Health Insurance licensure and keep up with continuing education

• Build up detailed knowledge about the company’s products
• Educate prospects on company products and services along with other resources available to them
• Ensure confidentiality and control access to sensitive information
• Ensure full customer satisfaction and maintains a friendly, helpful demeanor

• Participate in determining Medicare or Social Security enrollments
• Record customer interactions and data by recording notes appropriately in CRM
• Review and sign materials compliantly, as authorized
• Use resources effectively to find information to complete work independently

 
In addition to the items above, you will also be required as a:

Medicare Advisor to

• Complete the annual AHIP exam
• Hold MN carrier appointments and successfully complete annual certification
• Understand how to navigate the Medicare website to find answers to prospect questions
• Understand election periods and eligibility
• Understand all plan types including Supplement, Advantage, Cost, and standalone pdp

The company reserves the right to add or change duties at any time.

You will:

• Accurately complete applications and other required documents
• Assist current members in person, over the phone, and through email to identify and resolve their
  needs
• Educate the member on resources that may be available to them
• Effectively execute member reviews for health, dental, vision and prescription coverage
• Use resources effectively to find information to complete work independently
• Complete licensing requirements
• Ensure confidentiality and control access to sensitive information
• Provide members with timely information when requested
• Record customer interaction and data by recording notes appropriately in the database
• Strive to maintain a positive attitude

The company reserves the right to add or change duties at any time.

You will:

• Accurately complete and scan or fax applications and other required documents to the appropriate department
• Assist current members and prospects in person to identify and direct them to the appropriate department
• Assist current members and prospects in person to identify and direct them to the appropriate department
• Lift boxes up to 45 pounds
• Need to have the ability to travel outside of your designated home office to run errands including mail, if applicable
• Ensure office is equipped with supplies necessary for all staff to perform their day to day job functions
• Use resources effectively to find information to complete work independently
• Ensure confidentiality and control access to sensitive information
• Record customer interaction and data by recording notes appropriately in the database
• Strive to maintain a positive atmosphere in the department

Extra Credit:

• Experience in Medicare and/or health insurance enrollment
• 1-2 years customer service experience

The company reserves the right to add or change duties at any time.