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Medicare and Indvidual Insurance Benefits Consultant

Keystone Benefits Group, Inc.
Greensburg, PA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 3/22/2025

Medicare and Individual Insurance Benefits Consultant – Seeking a professional to work with clients and prospects who are looking for assistance with Medicare and individual medical insurance products/solutions. This is a consultative sales position working primary in the senior market.

Job duties include:

1. Completion of annual insurance carrier required product training for Medicare and individual insurance.

2. Helping Medicare eligible individuals make the appropriate plan choices during their initial eligibility period or during annual open enrollment.

3. Working with clients seeking individual medical coverage though the marketplace (Pennie in PA) or directly with the carriers (UPMC and Highmark)

4. Update and maintain Client Relationship Management (CRM) software.

Skills:

1. The ideal candidate will have some insurance and/or medical background. Will be required to obtain PA Life/Accident/Health license.

2. Prior sales experience would be helpful but is not a requirement.

3. Functional computer skills (Excel, Word and CRM software).

4. Good communication skills, both written and verbal.

5. Solid organizational skills and the ability to work independently.

6. Comfortable working with the senior market.

7. Stong basic math skills - calculating ages, working with premiums, deductibles and maximum out of pocket exposure calculations/limits.

The chosen candidate will gain exposure to other areas of employee benefits including: group medical and ancillary benefits; HSA/FSA/HRA plans and retirement plans.

Compensation will be salary based with bonuses based on performance.

Small professional office with good benefits, flexibility and the opportunity learn/ advance.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Supplemental Pay:

  • Bonus opportunities

Ability to Relocate:

  • Greensburg, PA 15601: Relocate before starting work (Required)

Work Location: In person

Salary : $45,000 - $60,000

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