Note: The job is a remote job and is open to candidates in USA. Advocate Health Advisors is an independent, veteran-owned company specializing in Medicare solutions and supporting licensed insurance agents. The Medicare Agent consults with Medicare-eligible individuals, recommends suitable plans, guides clients through enrollment, maintains client records, and builds long-term relationships while ensuring regulatory compliance.
Responsibilities
- Consult with individuals eligible for Medicare to understand their healthcare and financial needs, and recommend suitable Medicare Advantage, Supplement, and Part D plans
- Scheduling and conducting virtual or phone consultations, explaining plan benefits and enrollment options, and guiding clients through the application and enrollment process
- Maintaining accurate client records, following up with existing clients during key enrollment periods, and staying current on Medicare regulations, carrier products, and compliance requirements
- Leverage Advocate Health Advisors’ tools, training, and support resources while building long-term, trust-based relationships with clients and community partners
Skills
- Current state health insurance license (or ability to obtain one) and authorization to sell Medicare products
- Proficiency in explaining Medicare Advantage, Medicare Supplement, and Part D plans in clear, accessible language, with a strong focus on ethical, compliant sales practices
- Strong client service and relationship-building skills, including active listening, empathy, and the ability to support diverse populations, including Veterans and older adults
- Comfort with remote work tools and technology, such as CRM systems, video conferencing, secure document handling, and electronic enrollment platforms
- Effective verbal and written communication skills, including the ability to present plan options, answer detailed questions, and document client interactions accurately
- Organizational and time-management skills to manage appointments, follow-ups, and enrollment deadlines in a part-time, self-directed environment
- Commitment to integrity, regulatory compliance, and ongoing professional development, including staying updated on Medicare rules and plan changes
- High school diploma or equivalent required
- AHIP and carrier certifications are strongly preferred
- Sales or consultative experience in insurance, financial services, or healthcare is beneficial; experience with Medicare or senior markets is a plus
- Additional education or relevant professional training is a plus
Benefits
- Part-time remote role
- Tools, training, and ongoing support to help agents grow sustainable, client-centered practices
- Advocate Health Advisors’ tools, training, and support resources
Company Overview
Company H1B Sponsorship