About the position
Responsible for enrolling Medicare Members telephonically into the Medicare plan and for providing superior telephonic sales service for prospective Medicare members. Educate prospective/current members on Medicare products, benefits, enrollment rules and next steps in a clear and compliant manner.
Responsibilities
• Conduct telephonic sales presentations and enrollments in accordance with CMS requirements, state regulations and internal compliance standards.
• Assess customer needs, answer questions accurately and recommend appropriate plan options based on eligibility and coverage requirements.
• Document all member interactions, enrollment activity and follow up actions accurately in departmental systems and required platforms.
• Maintain current knowledge of Medicare products, benefits, promotional campaigns, scripts, systems, and policy updates.
• Support a positive customer experience by demonstrating professionalism, empathy, active listening and timely follow through.
• Collaborate with Sales, Marketing, Product Management and operational teams to identify member concerns, process issues and improvement opportunities.
• Meet established productivity, quality, compliance and customer service expectations.
• Perform other duties and special projects as directed, assigned, or required.
Requirements
• Current Health Insurance license required - any state; NY appointment required or must be obtained within 30 days of offer and maintained as a condition of continued employment in the role.
• Health Insurance License, preferably in NY
• Medicare Advantage Plan knowledge and experience administering AHIP
• 2 – 3+ years of sales, Telesales or call center or customer service experience, preferably in healthcare or Medicare.
• Working knowledge of Medicare products, CMS regulations, enrollment guidelines, compliant sales practices.
• Strong communication skills (verbal, written, interpersonal); ability to explain complex information in a clear, customer friendly manner to all audiences.
• Demonstrated ability to manage a high volume of calls while maintaining accuracy, professionalism and service quality.
• Proficiency with MS Office and experience working in automated systems, CRM platforms or enrollment tools.
• Strong organizational, time management, analytical and problem-solving skills.
• Ability to exercise sound judgement, maintain confidentiality, and handle sensitive member information appropriate.
Nice-to-haves
• At least 1 year of previous industry related experience in the area of marketing, sales or client services preferred.
• Familiarity with operation including claim, customer service billing and enrollment preferred.
• Bilingual skills, Spanish (Preferred)
Benefits
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)