What are the responsibilities and job description for the Medicare & Health Insurance Agent position at Burns Insurance Agency LLC?
Job Overview
The Medicare & Health Insurance Agent is responsible for providing professional guidance and service to Medicare-eligible individuals and health insurance clients. This position assists clients with Medicare Advantage and Supplement plans, Medicare Part D prescription drug plans, individual health insurance products, and related coverage options while maintaining compliance with all carrier and regulatory requirements.
The Medicare & Health Insurance Agent serves as a trusted advisor by educating clients, reviewing coverage needs, assisting with enrollment and policy changes, and providing ongoing service after the sale. This position is expected to maintain strong relationships with clients while supporting the agency's commitment to exceptional customer service, retention, and profitable growth.
Salary/commissions/bonuses will be based on experience and whether full or part time.
Benefits
Flexible Schedule
Mon-Fri Schedule
Requirements
Wisconsin Insurance License (Life and Health)
Ability to maintain carrier certifications and appointments
Strong communication and customer service skills
Ability to explain complex insurance concepts in a simple manner
Proficiency with computer systems and agency management software
Strong organizational and time management skills
Ability to work independently while contributing to a team environment.
Preferred Medicare insurance experience including AHIP Certification and
experience with Medicare Advantage and Supplement and Part D products
Responsibilities
Conduct Medicare & health insurance reviews with prospective and existing clients.
Educate clients regarding Medicare Parts A, B, C, and D
Present Medicare Advantage and Supplement plan options based on client needs and eligibility.
Assist clients with Medicare Part D prescription drug plan comparisons and enrollments
Present individual health insurance options when appropriate.
Maintain high client retention levels through proactive communication and service
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