Individual Health & Medicare Specialist

This role supports the Individual Health & Medicare Concierge to deliver a VIP customer experience. The position assists with administrative support, servicing existing and new client relationships, and marketing functions for the book of business.

The ideal candidate will be licensed and certified (Medicare and AHIP). This role offers flexibility, an opportunity for professional development, and the chance to work closely with seasoned insurance professionals in a collaborative, service-driven environment.

Key Responsibilities and Essential Functions :

Client & Application Support

• Assist in preparing and submitting Medicare Advantage and Prescription Drug Plan applications.
• Support pre-appointment preparation by reviewing Scope of Appointment forms and Medicare Needs Analysis documents.
• Follow up on outstanding applications to resolve errors such as missing information or signatures, and carrier requests.
• Other special projects and duties as assigned within functional / knowledge area.

Administrative Tasks

Marketing & Communication

Team Support

Job Specifications :

AdvisorNet Financial offers a comprehensive and competitive total benefits package, including a robust BlueCross BlueShield health plan, dental and vision coverage, short- and long-term disability, basic life and AD&D insurance, as well as options for supplemental life and AD&D.

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