Licensed Benefit Advisor

Instant Teams is hiring a team of Licensed Benefit Advisors to join our team this annual enrollment season! In this position, you will provide customer service assistance to Medicare and Pre-Medicare eligible retirees and assists with selecting the appropriate health plans. As a Licensed Benefit Advisor, individuals will be able to handle all responsibilities from the comfort of their home office. The Licensed Benefit Advisor’s responsibilities include selling and enrolling retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. This is done primarily through providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs. BAs maintain the highest levels of integrity, are responsible, disciplined, team players, and produce quality work. The most successful agents maximize their selling opportunities from October 15th through December 7th. However, we may offer year-round employment opportunities to high-performing employees if available.

Day in the Life

• Ability to consistently provide a world class experience at all customer touchpoints

• Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care)

• Ability to pass AHIP and annual carrier certifications

• Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans

• Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period

• Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans

• Enroll retirees compliantly and efficiently by reading scripting verbatim

• Meet and/or exceed key performance indicators

• Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs

• Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant

• Actively manage all appointments to follow up with a prospect

• Respond to voicemails within 24 business hours

• Monitor the internal chat and respond in a timely fashion to any questions or requests

• Deliver a consistently positive customer experience in a highly ethical and professional manner

• Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus

• Capable of absorbing new information and adapting to new processes and programs rapidly

• Ability to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and education

• Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity

Must Haves

• High school diploma or equivalent

• Active resident life and health insurance license in good standing

• 2 years of experience in consultative sales and/or customer service, preferably in a call center or high-volume environment

• Aptitude for understanding details of Medicare insurance and complying with all CMS regulations

• No contracting restrictions related to carriers and/or previous employers. Release documents are required if previously sponsored by carriers or other companies

• High-speed internet and the ability to hardwire your device

Position Details

• Pay rate:

  • Training: $19/hour (~6 weeks)

  • Post-Training: $23/hour + commission

• Schedule:

  • Training: 8am - 4pm CST | Monday - Friday

  • Post-Training: Shifts between the hours of 8am - 10pm CST

• Equipment is provided!

• Contract Length: August 3rd, 2026 - December 7th, 2026

  • While not guaranteed, we may offer year-round employment opportunities to high-performing employees if available.

Compliance & Eligibility

• Background & Screenings: Successful candidates must complete and pass a background check and credit check prior to their start date

• Verification: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

• Work Environment: Because this is a remote work role, you must have a private, dedicated workspace that enables you to work independently and without interruptions.

• Location: Due to specific position requirements, we cannot hire from the following locations for this opportunity: OCONUS, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Hawaii, Illinois, Iowa, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, Oregon, Philadelphia (PA), Rhode Island, Vermont, Washington.

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