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Team Ferdig - W2 Licensed Medicare Insurance Agent

Team Ferdig - W2 Licensed Medicare Insurance Agent

Exact MedicareCharlotte, NC, US
18 days ago
Job type
  • Full-time
Job description

Licensed Insurance Agent

At Exact Medicare, we are committed to creating a superior client experience by understanding and caring for our customers so well that they would never think about leaving usand want to tell everyone about us! Our team members are empowered by our core values, which drive everything we do.

Our core values are : Extreme Ownership, Above Reproach, Culture of Candor, Atomic Growth.

We are seeking a Licensed Insurance Agent to assist individuals in navigating Medicare programs. In this role, you will educate clients on Medicare options (Parts C & D as well as Med Supp / MediGap and ancillary products), recommend suitable plans based on their needs, and help with enrollment and transitions between plans.

Job responsibilities include :

  • Educate clients about Medicare benefits and coverage options.
  • Assist with plan enrollment and transitions.
  • Conduct plan comparisons and provide recommendations.
  • Ensure compliance with Medicare regulations and deadlines.
  • Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy.
  • Maintain accurate records and documentation.
  • Provide excellent customer service to resolve issues and answer questions.

Minimum qualifications include :

  • Holds valid health insurance license.
  • Can provide proof of release or intent to release if previously or currently appointed elsewhere.
  • Current plan year AHIP certification.
  • Understanding of sales and ability to generate revenue.
  • Capability to contract and become RTS (ready-to-sell) with multiple insurance carriers (3 main MAPD carriers or 2 main MAPD carriers and one approved secondary carrier).
  • Main MAPD carriers : United Healthcare, Humana, Aetna.
  • Secondary carriers : Cigna, Anthem, Wellcare, Zing, Devoted.
  • Comfortable operating in a metrics-driven environment with expectations around sales performance, and call compliance.
  • Ability to work in compliance with CMS Federal regulations.
  • Strong organizational, interpersonal, communication, and presentation skills.
  • Must be authorized to legally work in the United States without sponsorship.
  • If you are a licensed, highly motivated individual who shares our core values, has a passion for helping Medicare-eligible seniors, and a drive for sales success, we encourage you to apply and become part of the Exact Medicare team!

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    Licensed Insurance • Charlotte, NC, US

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