Licensed Medicare Sales Agent

Job Summary

Combining sales and customer retention, the full-time Licensed Medicare Sales Agent will engage with clients to cross-sell insurance products, ensure satisfaction, and assist with Medicare enrollments while working remotely.

Key responsibilities:

• Make outbound calls to newly enrolled and existing policyholders to ensure satisfaction and guide them through plan benefits
• Cross-sell products across Senior, Life, Auto & Home divisions and assist with Medicare insurance enrollments during peak times
• Utilize a proprietary CRM system to manage client interactions and maintain efficiency while communicating with clients

Required qualifications:

• Active Life & Health or Accident & Health Insurance Producer License
• High school diploma or GED required
• Recent experience in insurance, call center, or sales preferred
• Proficient with technology, including CRM systems and Google Suite
• Ability to work in a private workspace free of distractions, adhering to HIPAA regulations