What are the responsibilities and job description for the Medicare Insurance Sales Agent position at Improve Insurance?
Company Description Improve Insurance is a trusted Medicare Advantage brokerage dedicated to helping individuals navigate Medicare with clarity and confidence. The team of experienced advisors works closely with clients to understand their specific healthcare needs and guide them toward appropriate Medicare Advantage plans. By partnering with leading insurance providers, Improve Insurance offers a broad selection of plans with comprehensive coverage and competitive premiums. Many of these plans include added benefits such as vision, dental, and prescription drug coverage, enabling clients to access well-rounded care. The organization is focused on delivering personalized service and clear information so clients can make informed decisions about their healthcare.
Role Description This full-time, on-site Medicare Insurance Sales Agent role is based in Tampa, FL. The agent will meet with prospective clients, explain Medicare Advantage options, and help them select plans that align with their healthcare needs and budgets. Day-to-day activities include conducting needs assessments, providing compliant and accurate information, completing applications, and following up with clients to ensure smooth enrollment. The role involves building and maintaining relationships through in-person consultations, phone calls, and community outreach, while adhering to all regulatory and carrier guidelines. The agent will also stay current on Medicare regulations, product changes, and market trends to deliver informed, ethical recommendations.
Qualifications
- Demonstrated skills in client consultation, needs assessment, and relationship building to support individuals in selecting suitable Medicare Advantage plans.
- Strong communication, active listening, and presentation abilities to explain complex insurance information in a clear, accessible manner.
- Sales and customer service experience, including prospecting, follow-up, and closing, preferably within insurance or financial services.
- Attention to detail and organizational skills for accurate documentation, application processing, and compliance with regulatory standards.
- Ability to learn and retain Medicare Advantage products, benefits, and guidelines, and to use technology tools and CRM systems efficiently.
- Current health insurance license in the state of Florida or eligibility and willingness to obtain one within a specified timeframe.
- High school diploma or equivalent required; post-secondary education or relevant certifications in insurance or healthcare are a plus.
- Comfort working in an on-site environment in Tampa, FL, with a commitment to ethical conduct, inclusivity, and serving diverse client populations.