THIS POSITION REQUIRES WASHINGTON STATE RESIDENCY

Employees must establish a residence in Washington State within 30 days of their first day of employment and must maintain a residence in Washington State during their employment with PSW. If a position is eligible to telework, work performed while teleworking must be performed in Washington State.

Summary / Objective:

The Medicare Sales Agent will speak to Medicare beneficiaries educating them on their Medicare plan options, rights and ensuring they are connected to a plan that best meets their needs. This position involves a blend of knowledge, empathy, and communication skills, as agents guide clients through the complexities of Medicare. Build community relationships to help drive self-generated sales.

Essential Functions:

• Participate in individual sales activities ensuring that Medicare Advantage recipients are making informed choices about their health care. This includes connecting with beneficiaries over the phone to provide expert guidance on their Medicare options. Other avenues for connection include email, conducting formal presentations, question, and answer sessions as well as one-on-one appointments.
• Identify, evaluate, solicit, and follow-up with business development opportunities through multiple sales, communications, and marketing methods.
• Maintain a solid understanding of the market served, CMS, Insurance Commissioner guidelines, and applicable policies and procedures.
• Build processes and tools to increase member retention and engagement to drive overall membership growth.
• Complete and process all required paperwork and online applications accurately and compliantly to enroll clients in their chosen Medicare plan.
• Provide clear, accurate explanations of Medicare plan features, always follow CMS and Carrier compliance. This includes covering the Summary of Benefits and scope of appointments prior to any application.
• Report sales activities and market trends to managements including client feedback to help improve processes as appropriate.
• Ensure passing all AHIP, carrier and compliance training annually

THIS POSITION REQUIRES WASHINGTON STATE RESIDENCY

Employees must establish a residence in Washington State within 30 days of their first day of employment and must maintain a residence in Washington State during their employment with PSW. If a position is eligible to telework, work performed while teleworking must be performed in Washington State.

Required Work Experience:

• Required Certificates, Licenses and Registrations:

  • Must possess and maintain a Washington State Resident Producer license as required by the Washington State Department of Insurance in life, accident & health.
  • Requires a Washington State valid driver's license and proof of personal vehicle liability insurance.
  • A history of compliant insurance sales

Preferred Education and/or Work Experience:

• • Experience in managed care and Medicare, health care systems, and medical administration
  • Proven customer service experience and/or provider network referrals, liaison, or similar role
  • Engaged with the community through service, organizations, activities, and volunteerism
  • Bilingual with the ability to speak, read and write in both English and an additional language without limitations or assistance (language proficiency assessment provided by outside vendor may be required).
  • Current AHIP certification