Medicare Agent - AIA at Achieva

Port Charlotte, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Sep, 26

Salary

0.0

Posted On

05 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Medicare Knowledge, Health Insurance Sales, Client Consultation, CMS Compliance, CRM Proficiency, Microsoft Office Suite, Interpersonal Skills, Problem-Solving, Customer Service, Marketing Strategies, Needs Assessment, Time Management

Industry

Financial Services

Description

Position Summary: The Medicare Agent helps individuals navigate their Medicare options, providing expert advice on Medicare Advantage, Medicare Supplement and Prescription Drug Plans. The role educates clients on their choices, enrolling them in appropriate plans, and ensuring they receive the benefits that best meet their needs. Key Responsibilities: Client Consultation & Education * Educate clients on the various Medicare options available, including Medicare Advantage, Medicare Supplement (Medigap) and Prescription Drug Plans (Part D). * Conduct needs assessments to determine the most appropriate Medicare coverage for each client. * Explain complex Medicare concepts in a clear, concise manner to help clients make informed decisions. Sales & Enrollment * Assist clients in selecting and enrolling in Medicare plans that align with their healthcare needs and financial situation. * Meet or exceed sales targets by building and maintaining a strong client base through referrals, networking, and outreach activities. * Ensure all enrollment applications and required documentation are accurately completed and submitted in a timely manner. Compliance & Documentation * Adhere to all federal and state regulations including Centers for Medicare & Medicaid Services (CMS) guidelines, when providing Medicare-related services. * Maintain accurate records of client interactions, enrollments, and follow-up activities in the agency’s CRM system. * Stay current on changes to Medicare laws, regulations, and plan offerings to provide the most accurate information to clients. Customer Service & Support * Provide ongoing support to clients, including answering questions, addressing concerns, and assisting with any issues that may arise after enrollment, * Follow up with clients periodically to review their coverage and adjust during open enrollment periods if necessary. * Resolve any customer service issues promptly and professionally, ensuring a positive experience for the client. Marketing & Outreach * Participate in community events, seminars, and workshops to educate the public about Medicate options and generate leads. * Develop and implement marketing strategies to attract potential clients, including digital marketing, social media, and traditional advertising. * Build and maintain relationships with local healthcare providers, senior centers, and other organizations to promote Medicare services. Organizational Engagement * Represent the credit union with professionalism and courtesy in all interactions. * Uphold the highest ethical standards in all interactions and responsibilities. * Represent and uphold the Achieva Brand Frame. * Support leadership initiatives that position the credit union as a top employer. * Participate in annual training or as required by BSA and the Privacy Act. * Perform other essential functions as needed or assigned. * Travel may be required on occasion. * Be flexible to work after hours and weekends to meet member and business demands. Requirements: Education and Experience * High school diploma, GED or equivalent. * Bachelor’s degree in business, marketing, healthcare or related field preferred. * 1-3 years’ experience in health insurance sales, preferably with a focus on Medicare products. Certifications * Active 2-40 or 2-15 health insurance licenses in the state of practice. * Certification to sell Medicare products. * Must have Florida driver’s license and ability to pass a background check. Skills and Attributes * Strong knowledge of Medicare products, including Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. * Proven track-record of meeting or exceeding sales targets. * Proficiency with Microsoft Office Suite including Outlook, Word, Excel, etc. * Must be friendly, professional, and upbeat in all verbal and written communications. * High attention to detail. * Excellent interpersonal skills * Strong problem-solving skills. * Ability to prioritize and multitask. * Ability to manage sensitive and confidential information. * Excellent oral and written communication skills * High-level customer service skills. Physical Demands & Work Environment: Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This role operates primarily in-person in an office environment. On occasion, this position may include remote/hybrid work and may require occasional travel to other Achieva offices or events. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position may require extended periods of sitting or standing and occasional light lifting up to 25 pounds. EEO Statement: Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.

Responsibilities

The Medicare Agent educates clients on Medicare Advantage, Supplement, and Prescription Drug Plans to help them select appropriate coverage. They are responsible for driving enrollments, maintaining compliance with CMS guidelines, and providing ongoing customer support.