Medicare Advisor (Temp)

Job Responsibilities

• 35% Sales Production: Generate and manage leads from start to finish to effectively close sales and meet overall monthly and annual enrollment goals. Provide complete policy reviews and underwriting assessments to offer product solutions appropriate to the customer's needs.
• 30% Retention: Maintain relationships and ensure renewal of a book of business. Proactively engage with each enrollee throughout the year to ensure they are properly covered. Conduct annual reviews of each enrollment and counsel on any adjustments recommended based on the new year’s policy offerings and client needs. Work proactively on cases for customers to provide suitable resolution and prevent customers from shopping or canceling. Ensure continued satisfaction for all clients to create promoters of AAA Medicare.
• 20% Customers Helped: Handle a fair share of work across all disciplines including inbound calls, outbound calls, emails, and events. Be available during working hours to handle communication through all channels in a timely manner. Take a fair distribution of appointments, including travel to other locations as needed.
• 15% Quality: Utilize Medicare and AAA systems and follow all AAA and government-established policies and guidelines to manage and respond to inquiries through required workflow. Serve as a liaison with the insurance carrier(s) to ensure timely underwriting of policies and maintain current knowledge of the insurance carriers' underwriting guidelines. Maintain a current understanding of relevant policies and procedures as it pertains to Medicare policies, Social Security, and ongoing developments/changes to industry regulations. Participate in training and testing programs as required.

Job Specific Requirements

• Responsible to maintain the required license or certification in an active status.
• Valid driver’s license and acceptable driving history required for periodic travel throughout Club territory.
• Able to display working knowledge of carrier offerings, processes, and requirements.
• Able to work evenings, weekends, & events as required by business need/Leadership directive.
• Working knowledge of computer software and ability to effectively navigate multiple systems.
• Able to operate independently and display proficiency in minimizing errors & problem-solving.
• Must be able to resolve problems, navigate periods of high volume, & work under pressure to diffuse member concerns.
• Able to multitask in various areas of insurance sales and service.

Physical Requirements

• Ability to perform routine office tasks that include operating a computer for long periods of time, sitting, filing, and communicating on the phone.
• Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time.
• Must be able to lift, carry, push, pull a maximum of 30 lbs.

Starting Rate

$23.00-$25.00 per hour.

This position does not offer visa sponsorship now or in the future.