Medicare Sales Representative
Connie Health, Boston, MA, United States
Connie Health is a fast‑growing Medicare brokerage on a mission to empower older Americans to make confident, worry‑free Medicare plan decisions. We offer a tech‑enabled Medicare navigation platform that combines an
AI‑driven technology
with local Medicare experts to help people select optimal healthcare plans and navigate their benefits.
Role Overview As a
Medicare Sales Representative , you will assist customers—primarily via phone—in selecting and enrolling in health insurance plans. Your responsibilities include handling inbound calls, providing product information, answering questions, guiding customers through enrollment, meeting sales targets, adhering to compliance standards, and delivering a positive customer experience.
What You’ll Do
Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
Conduct in-depth needs assessments via phone to understand each client’s healthcare and coverage requirements
Educate clients on Medicare options, election periods, and available services to help them make informed decisions
Match beneficiaries with the most suitable health plans based on their unique needs
Guide clients through the enrollment process with care, accuracy, and personalized support
Build meaningful relationships while delivering excellent, solutions‑focused customer service
Qualify inbound leads and create new sales opportunities through proactive engagement
Consistently meet or exceed sales goals while tracking performance and progress
Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
Accurately document all sales and service activities in the CRM system
Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
Support additional duties and special projects as needed
What You Bring
2–3 years of Medicare sales experience
Active Health & Life Insurance License
Current AHIP certification
Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
Excellent verbal and written communication skills
Bilingual a plus
Why Join Connie Health?
Generous vacation policy and paid holidays
Comprehensive health insurance coverage
401(k) with company match
A collaborative, mission‑driven, and innovative culture
Remote work flexibility and growth opportunities
We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
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AI‑driven technology
with local Medicare experts to help people select optimal healthcare plans and navigate their benefits.
Role Overview As a
Medicare Sales Representative , you will assist customers—primarily via phone—in selecting and enrolling in health insurance plans. Your responsibilities include handling inbound calls, providing product information, answering questions, guiding customers through enrollment, meeting sales targets, adhering to compliance standards, and delivering a positive customer experience.
What You’ll Do
Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
Conduct in-depth needs assessments via phone to understand each client’s healthcare and coverage requirements
Educate clients on Medicare options, election periods, and available services to help them make informed decisions
Match beneficiaries with the most suitable health plans based on their unique needs
Guide clients through the enrollment process with care, accuracy, and personalized support
Build meaningful relationships while delivering excellent, solutions‑focused customer service
Qualify inbound leads and create new sales opportunities through proactive engagement
Consistently meet or exceed sales goals while tracking performance and progress
Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
Accurately document all sales and service activities in the CRM system
Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
Support additional duties and special projects as needed
What You Bring
2–3 years of Medicare sales experience
Active Health & Life Insurance License
Current AHIP certification
Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
Excellent verbal and written communication skills
Bilingual a plus
Why Join Connie Health?
Generous vacation policy and paid holidays
Comprehensive health insurance coverage
401(k) with company match
A collaborative, mission‑driven, and innovative culture
Remote work flexibility and growth opportunities
We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
#J-18808-Ljbffr