Medicare Specialist

About the role

The Medicare Specialist is responsible for assisting prospective and existing members with Medicare plan education, enrollment support, and ongoing customer service. This role serves as a primary point of contact for individuals seeking guidance on Medicare products and coverage options while ensuring a high-quality member experience. The position exists to drive enrollment growth, support retention efforts, cross-selling, and build trusted relationships through accurate product knowledge and effective communication.

Responsibilities

• Educate prospective and existing members on Medicare products, benefits, and coverage options through inbound and outbound calls
• Assist individuals with plan selection, enrollments, and policy-related inquiries while delivering a high-quality customer experience
• Meet established production, retention, and performance goals
• Maintain accurate documentation of member interactions and enrollment activity within company systems
• Stay informed on Medicare guidelines, carrier products, and organizational procedures to ensure accurate communication and service delivery

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred
• Previous experience in Medicare sales, health insurance, customer service, or inside sales preferred
• Active health insurance license (or ability to obtain and maintain licensure as required)

Skills

• Strong verbal communication and interpersonal skills with the ability to build rapport and explain Medicare products clearly
• Excellent customer service skills and ability to manage sensitive or confidential information professionally
• Strong attention to detail and organizational skills for accurate documentation and enrollment processing
• Ability to meet established production, quality, and performance expectations consistently

Benefits

• Competitive health, dental & vision coverage with HSA match
• 401(k) with employer match + Employee Stock Purchase Plan
• Generous PTO, paid holidays & parental leave
• Tuition reimbursement & performance-based bonuses