W2 Medicare Insurance Agent

About Exact Medicare

Exact Medicare is focused on delivering an exceptional client journey by understanding customers deeply and supporting them so well that they remain loyal and recommend the company to others. The organization is guided by a strong set of values that shape daily work and decision-making.

Core Values

• Extreme Ownership: Team members are expected to take full responsibility for their actions and results, with a focus on doing what is best for clients.
• Above Reproach: Integrity and ethical conduct are expected in every interaction and choice.
• Culture of Candor: Open, honest communication is encouraged, along with sharing ideas and feedback to support continuous improvement.
• Atomic Growth: The company emphasizes ongoing personal and business growth to better serve clients and the community.

Role Overview

The company is hiring a licensed insurance agent to help people understand and navigate Medicare. The role involves explaining Medicare plan options, including Parts C and D, Med Supp/Medigap, and related ancillary products, then guiding clients toward the plans that fit their needs. You will also support enrollment activity and plan-to-plan transitions.

Responsibilities

• Explain Medicare benefits and available coverage choices to clients.
• Support clients through enrollment and switching between plans.
• Compare plan options and suggest appropriate recommendations.
• Work within Medicare rules, compliance requirements, and deadlines.
• Handle both incoming and outgoing calls in a fast-paced sales setting while staying professional and accurate.
• Keep records and documentation complete and up to date.
• Deliver strong customer support by answering questions and helping resolve concerns.

Minimum Qualifications

• A valid health insurance license is required.
• If the candidate is or was appointed with another organization, they must be able to provide proof of release or intent to release.
• Current AHIP certification for the plan year is required.
• Working knowledge of sales and the ability to drive revenue are necessary.
• The candidate must be able to contract and become RTS (ready to sell) with multiple carriers: either three major MAPD carriers or two major MAPD carriers plus one approved secondary carrier.
• Main MAPD carriers include United Healthcare, Humana, and Aetna.
• Approved secondary carriers include Cigna, Anthem, Wellcare, Zing, and Devoted.
• Comfort with a metrics-based environment and sales performance expectations is important.
• Ability to follow CMS federal regulations is required.
• Strong organizational, interpersonal, communication, and presentation abilities are needed.
• The applicant must be legally authorized to work in the United States without sponsorship.

Additional Information

This opportunity is intended for a licensed, motivated professional who enjoys helping Medicare-eligible seniors and is driven by sales success. The role is based in the United States and is full-time, onsite.