Medicare Sales Development Representative
AmeriLife, Melville, NY, United States
Our Company
Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary 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 Client Services Manager 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 Client Services Manager handles inbound calls, qualifies leads, answers high‑level Medicare questions, and transfers qualified prospects to licensed Medicare agents for enrollment support. The individual also assists the Client Service Director in servicing all existing clients. This position does not involve closing sales or providing detailed plan recommendations. You will work in a fast‑paced, phone‑based environment. The role 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
1–3 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 salary or 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.
Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans With Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.
Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
#J-18808-Ljbffr
Job Summary 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 Client Services Manager 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 Client Services Manager handles inbound calls, qualifies leads, answers high‑level Medicare questions, and transfers qualified prospects to licensed Medicare agents for enrollment support. The individual also assists the Client Service Director in servicing all existing clients. This position does not involve closing sales or providing detailed plan recommendations. You will work in a fast‑paced, phone‑based environment. The role 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
1–3 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 salary or 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.
Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans With Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.
Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
#J-18808-Ljbffr