What are the responsibilities and job description for the Licensed Medicare Insurance Agent position at Harrison Gray Search & Consulting?
Harrison Gray Search has partnered with a leading brokerage in West Michigan to help them find a Licensed Medicare Insurance Agent for their growing clientele. The position requires a unique blend of sales acumen and a patient, service-oriented disposition to succeed.
Position Overview:
The Licensed Medicare Insurance Agent is responsible for providing expert sales and service support to individuals seeking Medicare insurance solutions. This role requires a strong understanding of Medicare products, a high degree of regulatory compliance, and the ability to deliver patient, thorough service to an elderly clientele. The agent will primarily handle inbound business, working with clients who reach out for assistance, rather than actively prospecting for new leads.
Key Responsibilities:
- Advise clients on Medicare insurance options, ensuring compliance with all Centers for Medicare & Medicaid Services (CMS) regulations and internal compliance standards.
- Assist clients in selecting and enrolling in appropriate Medicare plans, including answering questions and clarifying complex details.
- Provide ongoing service and support to existing Medicare clients, including annual renewals, plan changes, and addressing service inquiries.
- Conduct in-person or virtual meetings with clients, as many prefer face-to-face consultations.
- Participate in community presentations or educational sessions as needed, though the primary focus is serving inbound client requests.
- Maintain accurate records of client interactions and ensure all communications are properly documented and recorded as required by compliance standards.
- Stay informed about changes in Medicare regulations, plan offerings, and best practices in client service.
- Collaborate with internal teams to ensure seamless service delivery and compliance with agency procedures.
Qualifications:
- Active state health insurance license (life and health license preferred; candidates with Medicare certifications but without a license may be considered if willing to obtain licensure).
- Current Medicare certifications or willingness to obtain them.
- Previous experience in Medicare insurance sales and service is strongly preferred.
- Strong compliance orientation, with knowledge of CMS requirements and reporting.
- Exceptional patience, empathy, and communication skills, particularly when working with elderly clients.
- Ability to balance a sales-driven mindset with a service-oriented approach.
- Comfortable working in a structured, highly regulated environment.
- Proficiency in managing appointments and maintaining accurate client records.
- Ability to work primarily from a central office location, with some flexibility for hybrid scheduling.
Perks:
- Ability to set your schedule with a hybrid office scenario
- Excellent benefits
- Established and growing organization
- 401k.
- Base commission structure.
