Medicare Specialist

Medicare Specialist The Medicare Specialist is responsible for managing and servicing an established book of Medicare clients while driving new Medicare plan sales. This role focuses on client education, plan recommendations, enrollment support, and ongoing service, ensuring compliance with all Medicare regulations and enrollment guidelines. Responsibilities Manage and service an existing book of approximately 500 Medicare clients Proactively reach out to clients to present Medicare plan options and enrollment opportunities Answer client questions regarding coverage, benefits, eligibility, and enrollment periods Conduct Medicare enrollments in compliance with CMS regulations and internal guidelines Maintain accurate and up-to-date client records and documentation Support a small book of individual insurance accounts as needed Utilize CRM systems to track client interactions, opportunities, and policy details Qualifications / Requirements Active Life & Health (L&H) license required AHIP certification required; additional Medicare-related certifications strongly preferred Experience working in a brokerage, agency, or carrier environment Strong working knowledge of Medicare Advantage, Medicare Supplement, and Part D plans In-depth understanding of Medicare enrollment periods and compliance requirements Salesforce experience preferred 5+ years of Medicare-focused experience preferred; open to candidates with 3+ years and strong references Compensation Package Compensation: $60K–$80K (depending on experience) Competitive benefits package Paid time off Professional development opportunities Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion. #J-18808-Ljbffr Jonus Group