Exact Medicare

Role Description We are seeking a Licensed Insurance Agent to assist individuals in navigating Medicare programs. In this role, you will educate clients on Medicare options (Parts C & D as well as Med Supp/MediGap and ancillary products), recommend suitable plans based on their needs, and help with enrollment and transitions between plans. - Educate clients about Medicare benefits and coverage options. - Assist with plan enrollment and transitions. - Conduct plan comparisons and provide recommendations. - Ensure compliance with Medicare regulations and deadlines. - Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy. - Maintain accurate records and documentation. - Provide excellent customer service to resolve issues and answer questions. Qualifications - Holds valid health insurance license. - Can provide proof of release or intent to release if previously or currently appointed elsewhere. - Current plan year AHIP certification. - Understanding of sales and ability to generate revenue. - Capability to contract and become RTS (ready-to-sell) with multiple insurance carriers (3 main MAPD carriers or 2 main MAPD carriers and one approved secondary carrier). - Main MAPD carriers: United Healthcare, Humana, Aetna. - Secondary carriers: Cigna, Anthem, Wellcare, Zing, Devoted. - Comfortable operating in a metrics-driven environment with expectations around sales performance, and call compliance. - Ability to work in compliance with CMS Federal regulations. - Strong organizational, interpersonal, communication, and presentation skills. - Must be authorized to legally work in the United States without sponsorship. Benefits - If you are a licensed, highly motivated individual who shares our core values, has a passion for helping Medicare-eligible seniors, and a drive for sales success, we encourage you to apply and become part of the Exact Medicare team!

Position Overview In this role, you will be responsible for helping individuals and families secure their financial future by offering tailored life and final expense solutions and ancillary products. You will build and maintain strong client relationships, assess individual needs, and provide personalized recommendations to ensure comprehensive protection. Job Responsibilities As a Sales Agent, you will play a crucial role in educating and guiding potential clients through the process of selecting the most suitable life insurance and ancillary products to meet their individual needs. Your responsibilities will include: - Client Education: Clearly communicate the features, benefits, and costs of various life insurance policies and supplemental products, ensuring potential clients fully understand their coverage options. - Needs-Based Assessments: Conduct thorough evaluations of clients’ financial situations, future goals, and protection needs to recommend personalized insurance solutions that provide adequate coverage. - Sales & Relationship Management: Establish and nurture long-term client relationships by providing exceptional customer service, proactive follow-ups, and ongoing policy support to ensure client satisfaction. - Regulatory Compliance: Ensure all sales processes and policy recommendations adhere to state and federal insurance regulations, maintaining the highest level of integrity and professionalism. - Record-Keeping & Documentation: Maintain accurate and up-to-date records of client interactions, policy applications, and coverage details, ensuring compliance with industry standards and company policies. - Industry Knowledge & Development: Stay informed about industry trends, product updates, and regulatory changes to better serve clients and remain competitive in the market. - Professional Growth: Participate in company training programs, certification courses, and licensing requirements to enhance skills and remain in compliance with state insurance regulations. Additionally, other duties and responsibilities may be assigned at management’s discretion. Minimum Qualifications - Active Life Insurance License: Must hold a valid state-issued Life Insurance license - Sales & Customer Service Skills: Strong ability to connect with clients, explain complex products in an understandable way, and close sales effectively while maintaining a customer-first approach. - Self-Motivation & Goal-Oriented Mindset: Ability to work independently, set and achieve sales targets, and manage time efficiently in a fast-paced environment. - Understanding of sales and ability to generate revenue. - Comfortable operating in a metrics-driven environment with expectations around sales performance, and call compliance. - Strong organizational, interpersonal, communication, and presentation skills. - Must be authorized to legally work in the United States without sponsorship. If you are a licensed, highly motivated individual who shares our core values and has a drive for sales success, we encourage you to apply and become part of the Exact Medicare team!

• Provide outcome-focused coaching and guidance to support contractor success • Ensure coaching and training remains outcome-focused • Provide access to optional coaching and guidance focused on documentation accuracy

• Provide administrative and operational support to Sales Managers • Support team sales production • Reinforce CMS Medicare marketing regulations • Offer structured coaching and feedback • Assist Sales Managers in identifying performance gaps • Escalate issues to the Sales Manager • Conduct individual sales activity

• Educate clients about Medicare benefits and coverage options. • Assist with plan enrollment and transitions. • Conduct plan comparisons and provide recommendations. • Ensure compliance with Medicare regulations and deadlines. • Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy. • Maintain accurate records and documentation. • Provide excellent customer service to resolve issues and answer questions.

• Client Education: Clearly communicate the features, benefits, and costs of various life insurance policies and supplemental products, ensuring potential clients fully understand their coverage options. • Needs-Based Assessments: Conduct thorough evaluations of clients’ financial situations, future goals, and protection needs to recommend personalized insurance solutions that provide adequate coverage. • Sales & Relationship Management: Establish and nurture long-term client relationships by providing exceptional customer service, proactive follow-ups, and ongoing policy support to ensure client satisfaction. • Regulatory Compliance: Ensure all sales processes and policy recommendations adhere to state and federal insurance regulations, maintaining the highest level of integrity and professionalism. • Record-Keeping & Documentation: Maintain accurate and up-to-date records of client interactions, policy applications, and coverage details, ensuring compliance with industry standards and company policies. • Industry Knowledge & Development: Stay informed about industry trends, product updates, and regulatory changes to better serve clients and remain competitive in the market. • Professional Growth: Participate in company training programs, certification courses, and licensing requirements to enhance skills and remain in compliance with state insurance regulations.

• Educate clients on Medicare Parts C & D, Med Supp/MediGap, and ancillary product options • Guide clients through plan comparisons and enrollments • Provide outstanding customer service and support • Ensure compliance with Medicare regulations and timelines • Keep accurate documentation and client records • Build relationships and rapport with clients to drive long-term success

• Educate clients about Medicare benefits and coverage options. • Assist with plan enrollment and transitions. • Conduct plan comparisons and provide recommendations. • Ensure compliance with Medicare regulations and deadlines. • Effectively manage inbound and outbound calls in a high-volume sales environment, while maintaining professionalism and accuracy. • Maintain accurate records and documentation. • Provide excellent customer service to resolve issues and answer questions.