Licensed Benefits Advisor – Temporary, Virtual

This is a fully remote position, open to applicants in Texas.

📋 Description

• Demonstrated ability to consistently deliver a world-class experience at every customer interaction.

• Maintain an active resident health (and life, if necessary) insurance license, or the capability to renew the license before the start date, along with any state-required riders (Med Sup/Illness/Critical Care).

• Pass the AHIP test and annual carrier certifications successfully.

• Familiarity with Medicare Advantage, Medicare Supplement, and prescription drug plans.

• Eagerness to learn about DSNP plans and Special Election Periods (Low Income Subsidy and Medicaid) for retirees who need to enroll outside the traditional Annual Enrollment Period.

• Skill in identifying the needs of Medicare prospects through a needs analysis-based selling approach, accurately addressing questions and concerns, and suggesting suitable plans.

• Enroll retirees in a compliant and efficient manner by following the provided scripts verbatim.

• Meet and/or exceed established key performance indicators.

• Manage inbound customer service calls and outbound dialing by supplying accurate and complete information to retirees, aiming to enroll customers in plans that suit their specific needs.

• Responsible for making outbound calls to warm leads with the goal of scheduling or completing appointments with participants.

• Proactively manage all appointments to follow up with prospects.

• Return voicemails within 24 business hours.

• Monitor internal chat and respond promptly to any inquiries or requests.

• Provide a consistently positive customer experience in an ethical and professional manner.

• Strong computer skills, proficiency in Microsoft Office, and experience working with multiple screens are advantageous.

• Ability to quickly absorb new information and adapt to new processes and programs.

• Capacity to process a broad range of complex details and communicate them in simple terms to customers with varying levels of knowledge and education.

• Comply with call center performance metrics, including customer satisfaction, compliance, and sales productivity.

⛳️ Requirements

• High school diploma or equivalent.

• Minimum of 2 years of experience in consultative sales and/or customer service, ideally in a call center or high-volume setting.

• Ability to understand the intricacies of Medicare insurance and adhere to all CMS regulations.

• No restrictions on contracting related to carriers and/or previous employers. Release documents are necessary if previously sponsored by carriers or other organizations.

🏝️ Benefits

• Medical, dental, and vision insurance – fully paid by the employee, after tax.

• Alight 401(k) Plan – includes company matching after six months of service.

• Wellness Time – 1 hour accrued for every 30 hours worked.

• Additional programs such as the Employee Assistance Program and meQuillibrium.