Licensed Health Insurance Agent

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MyPlanAdvocate

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51 - 200 employees

⚕️ Healthcare Insurance

Healthcare Insurance

MyPlanAdvocate is a company that specializes in assisting individuals with navigating the complexities of Medicare. They offer guidance on different Medicare plans, including Medicare Part A, B, C, and D, and aim to help patients understand their coverage options, such as hospitalization, prescription drugs, and supplemental benefits. MyPlanAdvocate provides support through licensed insurance agents who are available to answer questions and provide consultations at no cost to the client. The company is dedicated to educating Medicare beneficiaries about changes in Medicare policies and helping them select the best plans as per their healthcare and budget needs.

📋 Description

• Consistently submit quality applications that effectuate, contribute to accretive growth, and maintain 90-day retention. • Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in. • Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans. • Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences. • Enroll prospects in selected health insurance plans, ensuring a seamless and efficient enrollment process. • Effectively quote, present, and close sales, demonstrating strong communication skills and the ability to overcome objections. • Maintain consistent follow-up with prospects by making outbound calls to provide updates, address concerns, and close pending sales opportunities. • Prioritize customer satisfaction by providing exceptional service, addressing inquiries promptly, and resolving issues efficiently. • Receive and adhere to coaching from sales leadership. • Comply with CMS standards while also understanding and adhering to CMS standards. • Achieve daily, weekly, monthly, and annual sales and productivity goals. • Maintain accurate customer records in the CRM system, providing concise summaries of interactions. • Demonstrate proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software. • Perform additional duties as assigned by the Sales Manager.

🎯 Requirements

• Active and valid resident health insurance license. • Minimum of 2 years of Medicare Sales experience. • Bilingual (English and Spanish) is a plus. • High school diploma or GED. • Excellent communication and interpersonal skills with the ability to build rapport with customers. • Strong sales and negotiation skills, with the ability to identify and address customer concerns effectively. • Ability to work independently and as a team and manage time effectively to meet deadlines and achieve sales targets. • Proficient in using Microsoft Office applications and web browsing tools. • Internet Speed: Minimum 80 mpbs download and minimum 20 mbps upload. • Ability to pass a pre-employment background check and monthly OIG checks.

🏖️ Benefits

• Paid Time Off. • Paid Company Holidays. • Medical, Dental, Vision, Life Insurance, HSA, FSA, and more. • 401 (K) saving plan with company matching up to 3%. • Work-Life Resources for you and your family. • Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More! • Maternity/Paternity/Adoption paid leave. • Referral program. • Company-supplied computer equipment.