Medicare Broker

Job Summary

Seeking a highly motivated and experienced Medicare Broker to join a team.

Compensation Package

• Base Salary: $65,000 - $80,000 (depending on experience) + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Respond to incoming warm leads and provide exceptional customer service.
• Educate clients on Medicare Advantage (MA), Medicare Supplement, and Prescription Drug Plans (PDPs).
• Conduct needs-based assessments to recommend suitable plan options.
• Build and maintain a client base through referrals, community outreach, and marketing initiatives.
• Ensure compliance with CMS regulations and carrier guidelines.
• Support clients year-round with plan changes, billing inquiries, and ongoing service needs.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license and Medicare certification are required.
• Experience: Previous experience selling Medicare plans through a carrier or agency is essential.
• Technical Skills: Familiarity with Advisors Assistant software; Salesforce experience is a plus.
• Soft Skills: Strong communication, patience, organizational skills, and a client-focused approach.
• Work Environment: Must be comfortable working remotely and independently.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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