Medicare & Health Insurance Agent

Position Summary

We are seeking a reliable, detail-oriented, and client-focused Medicare & Health Insurance Specialist to join our team. In this dual administrative and sales support role, you will be helping clients navigate complex health insurance options while keeping daily office operations running smoothly.

If you are empathetic, organized, and love helping people—especially seniors—make confident decisions about their healthcare coverage, we want to hear from you.

Key Responsibilities

Client Advisory & Sales Support

• Client Consultations: Work with clients (in-person, via phone, or Zoom) to evaluate their healthcare needs, explain coverage options, and guide them toward appropriate Medicare and health insurance plans.

• Enrollment Processing: Accurately complete and submit policy applications through carrier portals while ensuring full compliance with CMS (Centers for Medicare & Medicaid Services) guidelines.

• Client Advocacy: Assist clients with plan questions, coverage updates, and claims inquiries.

Office Administration & Client Operations

• Front Desk & Communication: Answer incoming calls, answer basic plan questions, and warmly greet clients visiting the office.

• Scheduling: Manage office calendars to book, confirm, and prepare for client appointments.

• Record Management: Maintain digital and physical client records, ensuring all data complies with HIPAA privacy regulations.

• Administrative Support: Assist with filing, document preparation, and general administrative task workflows.

Qualifications & Skills

• Licensing: Active Health Insurance License

• Experience: 1–2 years of experience in an insurance agency, medical office, or customer service role preferred.

• Industry Knowledge: Basic knowledge of Medicare (Parts A, B, C, & D) and individual health insurance plans is a strong plus.

• Communication Skills: Excellent verbal and written communication skills with strong active listening and empathy for older adults.

• Technical Proficiency: Comfortable navigating client management systems (CRM), carrier enrollment portals, and standard office software (Microsoft Office/Google Workspace).

• Attention to Detail: High degree of accuracy in data entry and paperwork processing.