About the role

Medicare Sales Agent responsible for educating clients on Medicare plans at Independent Living Systems. Building relationships and assisting with the enrollment process for insurance options.

Responsibilities

Conduct detailed consultations with prospective clients to assess their Medicare insurance needs and preferences.
Explain the features, benefits, and costs of various Medicare plans, including Original Medicare, Medicare Advantage, and Prescription Drug Plans.
Assist clients with the enrollment process, ensuring all paperwork is completed accurately and submitted on time.
Maintain up-to-date knowledge of Medicare policies, regulations, and plan offerings to provide compliant and accurate information.
Develop and implement sales strategies to meet or exceed individual and team sales targets.
Build and nurture long-term relationships with clients through regular follow-ups and exceptional customer service.
Collaborate with internal teams and external partners to resolve client issues and improve service delivery.
Document all client interactions and maintain accurate records in compliance with company and regulatory standards.

Conduct detailed consultations with prospective clients to assess their Medicare insurance needs and preferences.
Explain the features, benefits, and costs of various Medicare plans, including Original Medicare, Medicare Advantage, and Prescription Drug Plans.
Assist clients with the enrollment process, ensuring all paperwork is completed accurately and submitted on time.
Maintain up-to-date knowledge of Medicare policies, regulations, and plan offerings to provide compliant and accurate information.
Develop and implement sales strategies to meet or exceed individual and team sales targets.
Build and nurture long-term relationships with clients through regular follow-ups and exceptional customer service.
Collaborate with internal teams and external partners to resolve client issues and improve service delivery.
Document all client interactions and maintain accurate records in compliance with company and regulatory standards.

Valid health insurance license as required by the state of residence.
Demonstrated knowledge of Medicare products and regulations.
Proven experience in sales, preferably in the insurance or healthcare industry.
Strong communication and interpersonal capabilities.
Ability to pass background checks and comply with all regulatory requirements.
Experience working with senior populations or Medicare beneficiaries.
Familiarity with CRM software and sales tracking tools.
Certification in Medicare sales or related continuing education courses.
Bilingual abilities, especially in Spanish, to better serve diverse client populations.
Strong organizational capabilities and the ability to manage multiple client accounts simultaneously.