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Medicare Product Expert - Sales Floor Support

All Insurance Advisors

Job Description

About All Insurance Advisors\n

All Insurance Advisors (AIA) is a growing Medicare-focused insurance agency committed to helping beneficiaries navigate their healthcare coverage with confidence.

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We combine modern technology, comprehensive training, and hands-on support to help our licensed insurance agents succeed while delivering an exceptional customer experience.

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As we continue expanding our Medicare sales operation, we're looking for an experienced Medicare Product Expert to serve as a key resource for our agents on the sales floor.

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About the Role\n

We are seeking a highly knowledgeable, hands-on Medicare professional who can provide real-time assistance to licensed insurance agents throughout the sales and enrollment process.

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This position is ideal for someone with extensive Medicare Advantage product knowledge who enjoys solving problems, coaching agents, and helping others succeed.

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You'll be the person agents turn to when they need help understanding eligibility, navigating MARx-related questions, comparing plans, or identifying the most appropriate coverage options for a beneficiary.

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Your primary mission is simple: Help our agents make informed, accurate, and compliant Medicare recommendations while building their product knowledge and confidence.

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Key Responsibilities\n

Medicare Product & Plan Selection Support

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  • Provide real-time support to agents who need assistance comparing Medicare Advantage (MA), MAPD, PDP, D-SNP, and C-SNP plans.
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  • Help agents understand plan benefits, provider networks, prescription drug coverage, costs, and eligibility requirements.
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  • Assist newer agents in identifying suitable coverage options based on each beneficiary's specific healthcare needs.
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  • Explain carrier-specific plan differences, benefit limitations, and enrollment requirements.
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  • Help agents understand and properly communicate complex Medicare coverage scenarios.
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MARx & Eligibility Assistance

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  • Serve as a knowledgeable resource for Medicare Advantage Prescription Drug (MARx) system-related questions and workflows.
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  • Assist agents with Medicare eligibility, enrollment periods, existing coverage, and plan enrollment status questions.
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  • Help troubleshoot enrollment discrepancies and eligibility challenges using authorized systems and procedures.
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  • Provide guidance on Medicare and Medicaid eligibility, Extra Help/LIS, and Special Needs Plan qualifications.
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  • Work with internal operations and carrier resources to resolve complex enrollment questions.
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Real-Time Sales Floor Support

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  • Act as the primary escalation resource when agents encounter challenging Medicare questions during customer calls.
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  • Provide immediate, practical guidance without unnecessarily interrupting the sales process.
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  • Help newer agents navigate complex product comparisons and beneficiary situations.
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  • Support agents using enrollment and comparison platforms such as Sunfire and carrier portals.
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  • Identify recurring questions and knowledge gaps that can be addressed through additional training.
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Agent Development & Product Training

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  • Provide ongoing coaching to improve agent understanding of Medicare products and benefits.
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  • Support newly licensed and recently onboarded agents as they transition into live customer conversations.
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  • Conduct short product-focused training sessions and provide updates on carrier benefits and Medicare changes.
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  • Collaborate with sales management, training, and compliance teams to strengthen agent performance.
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  • Help create an environment where agents become increasingly knowledgeable and self-sufficient.
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Qualifications\n

Required:

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  • 3+ years of experience working with Medicare Advantage products, sales, enrollment, or agent support.
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  • Strong working knowledge of Medicare Parts A, B, C, and D.
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  • Extensive understanding of Medicare Advantage, MAPD, D-SNP, and C-SNP products.
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  • Familiarity with MARx-related processes, Medicare eligibility verification, and enrollment troubleshooting.
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  • Experience comparing Medicare plans and explaining benefits, provider networks, and prescription drug coverage.
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  • Ability to quickly troubleshoot complex Medicare questions in a fast-paced environment.
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  • Strong communication skills and a genuine interest in helping other agents succeed.
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  • Active health insurance producer license.
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Preferred:

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  • Previous experience as a Medicare sales floor specialist, product expert, team lead, trainer, or senior Medicare agent.
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  • Experience using Sunfire, carrier enrollment portals, and Medicare-related verification tools.
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  • Experience supporting newly licensed or inexperienced Medicare agents.
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  • Knowledge of major Medicare Advantage carriers and their product offerings.
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  • Understanding of CMS Medicare marketing, enrollment, and compliance requirements.
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What Success Looks Like\n
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  • Agents receive accurate, timely answers to Medicare product questions.
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  • Newer agents become more confident and independent in their plan recommendations.
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  • Complex eligibility and enrollment issues are resolved efficiently.
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  • Enrollment accuracy and compliance standards remain high.
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  • The sales floor operates more efficiently with fewer unnecessary escalations.
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Why Join All Insurance Advisors?\n

At AIA, we're building a Medicare agency that invests in its people, technology, and long-term growth.

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You'll have the opportunity to play an important role in developing our agents, improving our sales operation, and helping Medicare beneficiaries make informed healthcare decisions.

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If you're the person everyone turns to when they have a difficult Medicare question, we want to hear from you.

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Apply today to join All Insurance Advisors

Vacancy posted 9 days ago
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