Medicare Specialist (Licensed Insurance Agent)

Job Description

Job DescriptionSalary: $32,000/year

Purpose

Our Medicare Specialist provides service to clients with acquiring Medicare Advantage benefits. Also, provides outreach to the community and participates in community education. We are contracted and work with all the major Medicare carriers in South Florida (e.g. UnitedHealthcare Simply, Devoted, Aetna, Humana) The responsibilities of the Medicare specialist focuses on helping customers find the best Medicare plan and supplements to fit their needs.
They explain policies, guide customers in the selection process, and maintain each clients insurance records. Medicare Specialists are insurance agents that identify client Medicare needs, make recommendations, and are responsible for assisting Medicare beneficiaries with enrollment issues regarding Medicare Part D, Medicare Part C (Advantage Plans) and SeniorCare by providing one-on-one counseling, enrollment assistance and post-enrollment advocacy. This position is a sales role with sales goals that are outlined in a separate pay plan.

Duties and Responsibilities

• Increase Medicare sales and revenue by educating prospects on plans and benefits.
• Build and manage a broker network to support enrollment goals.
• Conduct one-on-one and group presentations for seniors, brokers, and community partners.
• Use CRM tools to track leads, manage follow-ups, and report sales activity.
• Plan and host community events at senior centers, workplaces, and other venues.
• Strengthen relationships with brokers, senior housing managers, social workers, and community providers.
  Invite and coordinate brokers for community events to expand outreach.
• Develop strong referral relationships with brokers and agents.
• Provide ongoing support to enrolled clients to drive retention and satisfaction.
• Stay updated on Medicare products, regulations, and industry best practices.
  
• Seek opportunities to improve processes and enhance the agencys reputation.
  
  

Job Qualifications

The ideal candidate for this position will bring both professional expertise and a growth-oriented mindset, demonstrating the following qualifications:

• Licensing Requirements: Active insurance license (or the ability to obtain one within a specified timeframe).
• Professionalism & Resilience: Able to work effectively under pressure while maintaining a professional and positive demeanor when engaging with the public and colleagues.
• Experience & Technical Skills: 0-2 years of experience as a licensed insurance agent. Proven ability to handle a high volume of calls daily while delivering quality service and maintaining accuracy.
• Autonomy & Initiative: Self-directed, results-driven, and capable of making sound decisions while knowing when to seek guidance; demonstrates ownership of tasks and the ability to work independently.
• Growth & Learning: Open to learning new technologies, processes, and skills; committed to ongoing professional development and continuous improvement.
• Mastery & Purpose: Strives for excellence and takes pride in delivering high-quality work that contributes to organizational success and purpose.
• Challenge & Achievement: Skilled at setting goals, prioritizing tasks in a fast-paced environment, and achieving results despite challenges or competing priorities.
• Collaboration & Social Connection: Thrives in a team setting with strong interpersonal skills, building positive relationships with colleagues, clients, and stakeholders.
• Feedback & Coaching: Receptive to feedback, open to performance coaching, and interested in supporting and mentoring peers to foster team growth.
• Work-Life Balance & Well-Being: Strong time management and organizational skills to maintain productivity while valuing balance and mental well-being.
• Clear Goals & Accountability: Comfortable working in structured environments with defined objectives, translating goals into actionable plans, and embracing accountability measures.
• Communication Skills: Demonstrated ability to speak, read, and write English and Spanish fluently; excellent written and verbal communication skills across both languages.
• Ethics & Reliability: Honest, ethical, and dependable with a strong history of punctuality and attendance.
• Education: High school diploma or GED required; additional training or certifications preferred.
• Attention to Detail & Versatility: Ability to pay close attention to detail, adapt quickly in a fast-paced and growing organization, and manage multiple priorities effectively.