ABOUT US

Healthedly is an employee-forward business in Health and Medicare Insurance, located in Richardson, Texas. We embrace diversity and inclusiveness that makes our company strong, and we celebrate our passion for helping others secure their future through our insurance offerings. We are professional, fast-paced, and SALES-centric. You will be joining a diverse, fun-loving team that takes great pride in what they do. If you are a self-starter, energetic, and have great phone skills, this is your opportunity to establish a career.

POSITION SUMMARY

We are seeking a motivated and experienced Medicare Sales Agent to join our dynamic call center team. The ideal candidate will have a strong understanding of Medicare products, excellent communication skills, and a passion for helping customers find the best healthcare solutions. As a Medicare Sales Agent, you will be responsible for selling Medicare insurance plans to potential clients, providing them with detailed information, and ensuring they understand their options to make informed decisions.

ROLE RESPONSIBILITIES

The essential functions include, but are not limited to the following:

1. Sales and Customer Service:
   • Handle inbound and outbound sales calls to potential Medicare customers.
   • Educate customers on Medicare products and services, including Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.
   • Identify customer needs and recommend suitable Medicare plans.
   • Follow up with potential customers to answer questions and provide additional information.
2. Consultation and Guidance:
   • Conduct thorough needs analysis to understand the specific requirements of each customer.
   • Explain plan benefits, coverage options, and enrollment processes in a clear and concise manner.
   • Assist customers in the enrollment process and ensure all required documentation is completed accurately.
3. Compliance and Regulations:
   • Adhere to all federal and state regulations regarding Medicare sales and marketing.
   • Maintain up-to-date knowledge of Medicare guidelines and compliance requirements.
   • Ensure all sales activities are conducted in an ethical and compliant manner.
4. Data Management:
   • Accurately record and maintain customer information in the company’s CRM system.
   • Track and report sales metrics and performance to management.
   • Maintain organized records of customer interactions and sales activities.
5. Team Collaboration:
   • Work collaboratively with other team members to achieve sales targets and objectives.
   • Participate in regular training sessions and team meetings.
   • Share best practices and insights to improve overall team performance.

MINIMUM REQUIRED QUALIFICATIONS:

• High School Diploma or general education degree (GED).
• 2 years of sales experience, preferably in a call/contact center with Medicare products. 
• Active Texas Health and Life Insurance License.
• Released from all Medicare contracting. 
• Excellent oral and written communication skills, with the ability to explain complex information. 
• Proficiency with CRM software and Microsoft office suite. 

WHAT WE OFFER

• Above Industry Average Wages (with Bonus/Incentive Programs)
• Comprehensive Employee Benefits (Health, Dental, Vision Insurance + 401k)
• Growth Opportunities

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Agile People and Payroll provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state, or federal laws. Agile People and Payroll may obtain a ‘consumer report’ about you from a consumer reporting agency for employment purposes. A ‘consumer report’ is a background screening report that may contain information regarding your criminal history, driving history, and information about you.

Job Type: Full-time

Schedule: Monday – Friday

Compensation package:

Base Pay: $23.00 -$26.00 Per Hour

Expected Hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Required Experience: 

• 2-5 years of related experience in a Call/Contact Center with Medicare product sales focus. 

Work Location:

• In Office