Medicare Sales Development Representative

Medicare Sales Development Representative

Plan Medicare is a boutique Medicare insurance agency providing Medicare education, enrollment assistance, and plan guidance to Medicare-eligible individuals nationwide. We are seeking a motivated and detail-oriented Medicare Sales Development Representative to join our growing team. This role is the first point of contact for prospective Medicare beneficiaries who call or inquire about our services. The Medicare Sales Development Representative is responsible for handling inbound calls, qualifying leads, answering high-level Medicare questions, and transferring qualified prospects to licensed Medicare agents for enrollment support. This individual will also be responsible for assisting the Client Service Director in servicing all of our existing clients with any Medicare questions or needs they might have. This position does not involve closing sales or providing detailed plan recommendations.

The ideal candidate is a strong communicator, highly organized, and comfortable working in a fast-paced, phone-based environment. This role is well-suited for someone interested in healthcare, customer service, or a long-term career path in the Medicare insurance industry. This position is in-office, 5 days per week, located in Melville, NY.

Responsibilities

• Handle a high volume of inbound phone calls and inquiries from Medicare-eligible individuals
• Qualify inbound leads by gathering key information such as eligibility, coverage needs, timing, and intent
• Answer basic, non-advisory Medicare questions in a compliant and customer-friendly manner
• Accurately document call details, lead information, and outcomes in internal systems
• Transfer qualified prospects to licensed Medicare agents for enrollment assistance
• Follow established scripts, workflows, and compliance guidelines
• Work alongside Client Service Director to service our existing clients with all Medicare related questions
• Maintain professionalism, empathy, and clarity when speaking with seniors and caregivers
• Meet or exceed performance metrics related to call handling, lead quality, and successful handoffs
• Continuously build knowledge of Medicare basics, enrollment periods, and Plan Medicare's services
• Collaborate closely with sales and operations teams to ensure a smooth customer experience

Qualifications

• 13 years of experience in inbound call handling, customer service, lead qualification, or customer-facing roles
• Strong verbal communication skills and comfort speaking on the phone for extended periods
• Ability to quickly build rapport and ask effective qualifying questions
• Highly organized with strong attention to detail
• Basic computer proficiency and ability to learn CRM and call systems
• Interest in healthcare, insurance, or sales development
• Medicare or health insurance experience is a plus, but not required
• Insurance license not required for this role
• Bachelor's degree (or equivalent experience) preferred

Compensation & Role Structure

• This is a non-commissioned role
• Compensation is $24 hourly, with potential performance-based incentives
• This position does not involve closing sales or enrolling beneficiaries

Why Join Plan Medicare

• Clear career growth opportunities within the Medicare and insurance space
• Structured training on Medicare fundamentals and compliance
• Supportive, collaborative in-office environment
• Mission-driven work helping seniors navigate Medicare with confidence
• Health insurance, 401k benefits

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.