Sales Support Associate I – Medicare Solutions
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Job Description
Remote Medicare sales support associate assisting agents with enrollments, CRM, compliance, and carrier processes. Supporting recruiting, communications, licensing, and escalated agency needs.
Responsibilities:
- Provide administrative support for agents and agencies across marketing and sales administration, client meetings, new business enrollments and processing, compliance, IT support, and general team needs
- Support new and existing relationships
- Liaise with support teams regarding escalations related to new business, commissions, contracting, and technology platforms
- Provide marketing and CRM system training, administration, and implementation
- Assist agents with website navigation, supply ordering, commission statements, and app status
- Handle client files confidentially while maintaining accurate records and file security according to compliance procedures and standards
- Resolve escalated agent concerns and issues
- Conduct proactive outreach to existing agents regarding carrier items, level-up qualifiers, certification calls, webinars, and co-op reimbursement
- Share knowledge of lines of business and product types and answer team questions
- Manage proactive communications to TR, including newsletters, Vidyard content, and carrier bulletins
- Serve as an expert on carrier processes and procedures
- Seek recruiting opportunities
Requirements:
- High School Diploma or GED
- Bachelor's Degree or an equivalent combination of education and work experience
- One (1) or more years Administrative experience in a sales or recruiting environment, a health/life insurance agency, or a financial services office
- Experience with Senior Health Insurance/Medicare plans - quoting, plan selection, client enrollment
- Active Health & Life Insurance License
- Knowledge of general industry procedures, standards, systems, resources, practices and terminology
- Knowledge of federal, state and local laws as well as industry regulations
- Excellent written and verbal communication and collaboration skills
- Excellent analytical, problem solving, time management, and presentation skills
- Excellent planning, organizational, and prioritization skills
- Ability to maintain organization and attention to detail while remaining flexible and responsive to multiple urgent requests
- Ability to handle difficult and stressful situations with professional composure
- Proficient in Microsoft Office Suite
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