What are the responsibilities and job description for the Medicare Sales Representative position at Connie Health?
Description
About Connie Health
Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their benefits. Our culture is mission-driven, collaborative, and innovative, as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members.
At Connie Health, we’re revolutionizing the way older Americans navigate Medicare.As we expand into new and existing markets, we’re seeking a Medicare Sales Representative.
Role Overview
As a Medicare Sales Representative, you will be assisting customers, primarily via phone, in selecting and enrolling in health insurance plans. This role may include handling inbound calls, providing product information, answering questions, and guiding customers through the enrollment process. You will be responsible for meeting sales targets, adhering to compliance standards, and providing a positive customer experience.
What You’ll Do
What You Bring
About Connie Health
Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their benefits. Our culture is mission-driven, collaborative, and innovative, as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members.
At Connie Health, we’re revolutionizing the way older Americans navigate Medicare.As we expand into new and existing markets, we’re seeking a Medicare Sales Representative.
Role Overview
As a Medicare Sales Representative, you will be assisting customers, primarily via phone, in selecting and enrolling in health insurance plans. This role may include handling inbound calls, providing product information, answering questions, and guiding customers through the enrollment process. You will be responsible for meeting sales targets, adhering to compliance standards, and providing a positive customer experience.
What You’ll Do
- Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
- Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements
- Educate clients on Medicare options, election periods, and available services to help them make informed decisions
- Match beneficiaries with the most suitable health plans based on their unique needs
- Guide clients through the enrollment process with care, accuracy, and personalized support
- Build meaningful relationships while delivering excellent, solutions-focused customer service
- Qualify inbound leads and create new sales opportunities through proactive engagement
- Consistently meet or exceed sales goals while tracking performance and progress
- Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
- Accurately document all sales and service activities in the CRM system
- Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
- Support additional duties and special projects as needed
What You Bring
- 2–3 years of Medicare sales experience
- Active Health & Life Insurance License
- Current AHIP certification
- Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
- Excellent verbal and written communication skills
- Bilingual a plus
- Generous vacation policy and paid holidays
- Comprehensive health insurance coverage
- 401(k) with company match
- A collaborative, mission-driven, and innovative culture
- Remote work flexibility and growth opportunities