Medicare Sales Representative

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Connie Health

WebsiteLinkedInAll Job Openings

11 - 50 employees

🔌 API

☁️ SaaS

🤝 B2B

💰 $13M Series A - Connie Health on 2021-07

API • SaaS • B2B

<Connie Health> is a digital link management and engagement platform that provides URL shortening, QR code generation (including dynamic and customizable codes), mobile-optimized landing pages, and advanced analytics. The platform offers branded links, UTM campaign tracking, integrations and a public API to help businesses create, manage, and measure connections across digital and physical channels. It targets teams and enterprises with solutions for marketing, customer service, developers, and industry-specific use cases.

📋 Description

• Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options • Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements • Educate clients on Medicare options, election periods, and available services to help them make informed decisions • Match beneficiaries with the most suitable health plans based on their unique needs • Guide clients through the enrollment process with care, accuracy, and personalized support • Build meaningful relationships while delivering excellent, solutions-focused customer service • Qualify inbound leads and create new sales opportunities through proactive engagement • Consistently meet or exceed sales goals while tracking performance and progress • Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements • Accurately document all sales and service activities in the CRM system • Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals • Support additional duties and special projects as needed

🎯 Requirements

• 2–3 years of Medicare sales experience • Active Health & Life Insurance License • Current AHIP certification • Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred) • Excellent verbal and written communication skills • Bilingual a plus

🏖️ Benefits

• Generous vacation policy and paid holidays • Comprehensive health insurance coverage • 401(k) with company match • Remote work flexibility and growth opportunities