
51 - 200 employees
🏥 Healthcare
💼 Consulting
🛡️ Insurance
Healthcare • Consulting • 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.
🔥 0 minutes ago
Where this job comes from
Posted on MyPlanAdvocate's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

51 - 200 employees
🏥 Healthcare
💼 Consulting
🛡️ Insurance
Healthcare • Consulting • 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.
• Own the end-to-end contracting process for every new agent, from initial paperwork receipt through active production status • Review and process contracting documentation, identify deficiencies, and drive files to completion • Own transfer processes for agents moving from outside agencies, ensuring appointments and commission assignments are reassigned correctly and on time • Maintain onboarding pipeline documentation and follow-through • Manage carrier partner relationships regarding agent appointments, status changes, and issue resolution • Communicate with carriers to initiate appointments, process changes, and resolve discrepancies • Serve as the primary daily contact for agents and sales management on licensing and contracting matters via Gmail, Slack, Asana, and internal tickets • Own escalated issues through resolution and proactively follow up on outstanding items • Manage certification and appointment lifecycles by carrier and state • Track certification deadlines and renewal windows, initiate processes ahead of schedule, and escalate non-responsive agents • Track, verify, and audit agent licenses, continuing education compliance, and background check requirements • Flag expiring licenses and compliance gaps before they become production blockers • Use AgentSync and carrier contracting portals to maintain accurate records and current statuses • Identify process gaps and recurring bottlenecks and propose solutions • Contribute to consistent execution and quality standards across the Licensing & Contracting team • Conduct reference checks and past employment verifications for shortlisted candidates as part of the recruitment process
• High school diploma or equivalent, or an equivalent combination of education and experience • Experience in insurance agent licensing and carrier contracting • Strong organization, time management, and attention to detail in a high-volume environment • Critical thinking: use logic and reasoning to spot deficiencies and compliance gaps early • Ability to manage competing priorities, pivot quickly, and meet every deadline • Clear, professional written and verbal communication with agents, internal teams, and carrier partners • Ownership mindset: follow every open item through to resolution • Ability to keep all company-sensitive data secure • Dedicated work area separated from other living areas that provides information privately without disruption • Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service • Experience with AgentSync and carrier contracting portals (preferred) • Familiarity with Medicare carrier appointments and annual certification cycles (preferred) • Experience with Slack, Asana, and ticketing systems (preferred) • E-Verify employment eligibility verification applies to all new hires
• Paid Time Off • Paid Company Holidays • Medical, Dental, Vision, and Life Insurance • HSA and FSA • 401(k) savings plan with company match of up to 3.5% when you contribute 6% (eligible after 90 days) • Work-Life Resources for you and your family • Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More! • Paid parental leave for birth, adoption, or foster placement (eligible after 90 days) • Referral program • Company-supplied computer equipment • Remote work / telecommuting
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