MyPlanAdvocate

• Analyze conversion across Medicare beneficiary acquisition funnel • Investigate drop-off points and identify high-conversion sources • Partner with operations to analyze call-center metrics • Examine post-enrollment retention and identify churn drivers • Translate business goals into structured problems and test plans • Build margin and unit-economics models for various metrics • Design scalable experimentation frameworks

Role Description Become a trusted guide for seniors—at our core, 'We Improve Lives' and have fun doing it! We are seeking a driven and passionate Licensed Health Insurance Sales Agent to join our dynamic team. In this role, you will be responsible for: - Guiding prospective customers through various health insurance options. - Enrolling customers in suitable plans. - Ensuring a high level of service and satisfaction. This position requires strong communication skills, the ability to meet or exceed sales goals, and a commitment to compliance with CMS guidelines. Responsibilities - Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in. - Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans. - Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences. - Enroll prospects in selected health insurance plans, ensuring a seamless and efficient enrollment process. - Effectively quote, present, and close sales, demonstrating strong communication skills and the ability to overcome objections. - Maintain consistent follow-up with prospects by making outbound calls to provide updates, address concerns, and close pending sales opportunities. - Prioritize customer satisfaction by providing exceptional service, addressing inquiries promptly, and resolving issues efficiently. - Receive and adhere to coaching from sales leadership. - Comply with CMS standards while also understanding and adhering to CMS standards. - Achieve daily, weekly, monthly, and annual sales and productivity goals. - Maintain accurate customer records in the CRM system, providing concise summaries of interactions. - Demonstrate proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software. - Perform additional duties as assigned by the Sales Manager. Qualifications - Active and valid resident health insurance license. - Active and valid licenses in additional states highly preferred. - Minimum of 2 years of Medicare Sales experience. - Bilingual (English and Spanish) is a plus. - High school diploma at a minimum. - Excellent communication and interpersonal skills with the ability to build rapport with customers. - Strong sales and negotiation skills, with the ability to identify and address customer concerns effectively. - Ability to work independently and as a team and manage time effectively to meet deadlines and achieve sales targets. - Proficient in using Microsoft Office applications and web browsing tools. - Internet Speed: Minimum 80 mbps download and minimum 20 mbps upload. - Ability to pass a pre-employment background check and monthly OIG checks. - Hours: Must be flexible to work between the hours of 9:00 AM EST and 9:00 PM EST, including some weekends, and extended hours may be required during the Annual Enrollment period, October 15th to December 7th. Telecommuting Requirements - Ability to keep all company-sensitive data secure. - Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption. - Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service. Compensation - Starting Pay: $20.00/hour plus uncapped commission and spiffs; compensation plan is reviewed during the interview (Opportunity to be increased based on performance and sales milestones). - Monthly payment on residuals in accordance with our policy (reviewed during interview). - Average Annual Compensation at target of $88,000, with top agents earning around $120K+. - Flexible and creative incentives, including contests, sales SPIFFs, and goal-based short days (paid like a full day). Benefits - Paid Time Off. - Paid Company Holidays. - Medical, Dental, Vision, Life Insurance, HSA, FSA, and more. - 401 (K) saving plan with company matching up to 3%. - Work-Life Resources for you and your family. - Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More! - Maternity/Paternity/Adoption paid leave. - Referral program. - Company-supplied computer equipment.

Position: Case Management Analyst Department: Finance Reporting to: Director of Finance Compensation: Salary $49,000 per year We are looking for a Case Management Analyst Our Case Management Analyst team facilitates a seamless client experience throughout the post-application process through coordination with insurance carriers, the enrolling advocates, and the clients themselves. Retention Analyst associates leverage internal and external technology platforms, communicate with our insurance carrier partners, and work closely with enrolling advocates to ensure that submitted Medicare applications are accepted at the carriers, all required information is received, and support advocate and member communication throughout the enrollment process and throughout the life of the policy. Stated simply, Retention Analyst associates ensure that the process is as smooth for the enrolling member as possible. Job Duties - Own and manage an individual caseload of in-process Medicare insurance applications by: - - Monitoring the statuses of submitted policies via insurance carrier reporting - Communicating possible hindrances like the need for additional information, rejected applications, etc. to the enrolling advocate to fulfill needs or correct information - Updating policy statuses in Salesforce - Advocating for enrolling members with insurance carriers - Develop a deep understanding of all carrier workflows, application processes, and internal and external systems necessary to accomplish your responsibilities (CRM, carrier back-office platforms and reporting, etc.) - Collaborate cross-functionally with other internal teams (Sales, Quality Assurance, Training, etc.) to ensure a seamless and transparent enrolling member experience and improve our overall processes - Build out, regularly update, and communicate the results of reporting that reflect our book of business What you’ll bring! - Preferred experience in health insurance recording keeping, service, or sales - Record management within a CRM or customer reporting platform is a strong plus - High school diploma or equivalent combination of education and experience. Bachelor’s degree (preferred). - Organize and prioritize your workload to make sure everything is completed in a timely manner - Demonstrate excellent listening and communication professionally in both verbal and written communication with all stakeholders - Excellent attention to detail, effective problem-solving skills - Passionate for helping clients with a positive attitude - Self-starter who is highly motivated Why Join Us - Opportunity to shape and scale a rapidly growing technical organization - High visibility role partnering directly with senior leadership - Collaborative and mission-driven culture - Ability to influence long-term strategy and operational direction - Meaningful ownership across systems, processes, and cross-functional outcomes Telecommuting Requirements - Ability to keep all company-sensitive data secure. - Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption. - Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service. What we offer! - Paid Time Off. - Paid Company Holidays. - Medical, Dental, Vision, Life Insurance, HSA, FSA, and more. - 401 (K) savings plan with company matching up to 3%. - Work-Life Resources for you and your family. - Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More! - Maternity/Paternity/Adoption paid leave. - Referral program. - Company-supplied computer equipment. Recruitment Process We are committed to creating a fair and transparent hiring process. As part of this process, we conduct reference checks and past employment verifications for all shortlisted candidates. This helps us ensure the accuracy of information provided and gain valuable insights into your qualifications and work ethic. We are an E-Verify Employer: To comply with federal law, we utilize the E-Verify system to verify the employment eligibility of all new hires. For more information about E-Verify, please visit the U.S. Citizenship and Immigration Services (USCIS) website: E-Verify USCIS website: www.uscis.gov/e-verify. EEOC Statement: MyPlanAdvocate is an equal-opportunity employer. MyPlanAdvocate prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. MyPlanAdvocate conforms to the spirit as well as to the letter of all applicable laws and regulations.

• Own the monthly close process in partnership with internal and external accounting teams; ensure accuracy, timeliness, and compliance. • Strengthening financial controls, reconciliation processes, and documentation. • Manage AR/AP, vendor payments, and customer invoicing processes. • Build and maintain financial models for revenue, margin, and cash flow forecasting. • Partner with media and operations teams to analyze ROI on paid traffic and optimize spend. • Heavy analysis on data science and rigorous, data first approach to working with the business. • Develop reporting that provides actionable insights for leadership and the board. • Support working capital management, including media spend vs. receivables timing. • Assist VP of Finance with scenario modeling, board materials, and lender reporting. • Drive budgeting process and provide variance analysis vs. actuals. • Help evaluate growth opportunities, partnerships, and new business lines. • Manage and mentor a small but growing finance team. • Improve finance systems and processes, ensuring scalability and SOC 2 alignment where required. • Partner cross-functionally with the GM, CTO/CPO, and external stakeholders to ensure alignment between finance and operations.

• Own all Medicare advertising submissions through the CMS Health Plan Management System (HPMS), including file & use and prior approval filings for MA, MAPD, and PDP materials • Submit and manage advertising materials through each contracted carrier’s co-op advertising portal or designated advertising review process • Track every filing from initial submission through final disposition—maintaining records of submission dates, carrier/CMS response dates, approval status, objections received, corrections made, and final approval confirmation • Respond to carrier and CMS objections promptly, coordinating corrected materials with internal staff and resubmitting within required timeframes • Monitor HPMS filing calendars, carrier advertising deadlines, and material expiration dates; initiate renewals and withdrawals proactively • Maintain a master advertising filing log covering all active, pending, approved, expired, and withdrawn materials across all carriers and plan types • Review all agency-produced advertising content against CMS Medicare Marketing Guidelines (MMG) before submission, including for example: direct mail pieces, print ads, digital display, paid social, email campaigns, radio/TV scripts, websites, landing pages, and sales event invitations • Identify non-compliant content (e.g., misleading benefit representations, prohibited comparisons, unauthorized use of Medicare or government seals, impermissible inducements, missing required disclosures, etc.) and direct corrections before any material is filed or published • Apply and verify all required disclaimers, co-branding requirements, and plan-specific benefit disclosure standards • Review other insurance (e.g., Medicare Supplement) advertising for compliance with applicable NAIC model standards and state-specific advertising regulations • Serve as the final compliance sign-off before any advertising asset is submitted to a carrier or CMS, or released for publication • Monitor CMS HPMS memos, Annual Marketing Review releases, and Medicare Marketing Guideline updates throughout the plan year; translate changes into clear, actionable guidance for agency staff and producers • Maintain an up-to-date reference library of advertising guidelines, required disclaimers, approved language, and plan-specific advertising rules for each contracted carrier (e.g., MA, MAPD, PDP, and Medicare Supplement) • Advise producers and agency leadership on what advertising content is and is not permissible under current CMS rules and carrier requirements • Support the agency’s response to carrier compliance audits, CMS oversight inquiries, and state Department of Insurance advertising reviews • Develop and maintain written SOPs for the advertising material lifecycle, from internal review through carrier/CMS submission, approval, publication, expiration, and withdrawal • Build and maintain filing documentation that would satisfy a carrier audit or CMS review at any point in the year • Report advertising compliance activity, filing volumes, approval rates, and outstanding items to agency leadership on a regular basis • Identify recurring content errors or process gaps and recommend corrections to prevent compliance exposure.

Position: Licensing & Contracting Representative Department: Licensing & Contracting Reporting to: Licensing & Contracting Manager Compensation: Salary Starting at $50,000 About Us At MyPlanAdvocate, we are hard at work developing a customer and employee experience that endeavors to improve the lives of everyone we work with. Most importantly, the work we do has a real and ongoing impact to the people we serve. We support an under-served population of people who have paved the way for us. You get a chance to make a difference and to truly change people’s lives. We are looking for a Licensing & Certifications Representative MyPlanAdvocate is currently hiring for a Licensing & Certifications Representative. This role is responsible for the full cycle of agent contracting in accordance with Federal, State and Corporate guidelines. Responsible for using various systems to apply for, monitor, renew, & terminate agent licenses, appointments, & affiliations. This position requires the ability to be able to prioritize, make independent decisions and produce high volumes of work while maintaining a high degree of accuracy in order to meet department SLAs. As well as performing various other administrative tasks as assigned. Job Duties - Partner with sales managers, agents, internal teams, and carrier partners to ensure agents achieve and maintain ready-to-sell status. - Manage state insurance licensing requirements, including applications, renewals, and continuing education compliance. - Initiate and manage carrier contracting processes, providing ongoing support to agents throughout onboarding. - Maintain, track, and audit licensing and contracting statuses for all licensed personnel (agents, trainers, sales managers, etc.). - Proactively follow up with agents via phone, email, and chat to resolve outstanding items such as missing documentation, signatures, background disclosures, or forms. - Build and sustain strong, professional relationships with agents, sales leadership, and external carrier partners. - Respond to escalated issues and clearly communicate resolution to all relevant stakeholders. - Deliver timely, accurate, and professional service to internal and external customers across multiple communication channels. - Complete assigned projects and administrative tasks in support of Licensing & Contracting operations. What you’ll bring! - High school diploma or equivalent, or a combination of education and experience, required. - Knowledge and experience with licensing and contracting for insurance carriers. - Ability to work as a team player with a committed, positive approach. - Strong organizational and time management skills with attention to detail. - Critical thinking skills with the ability to use logic and reasoning to identify deficiencies or other concerns. - Strong ability to multitask and to pivot as priorities evolve. - Ability to adhere to and meet deadlines. - Accountable and delivers on requests. - Exceptional communication skills, both verbal and written, are necessary to communicate with internal departments, agents, and carrier partners. Telecommuting Requirements - Ability to keep all company-sensitive data secure. - Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption. - Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service. What we offer! - Paid Time Off. - Paid Company Holidays. - Medical, Dental, Vision, Life Insurance, HSA, FSA, and more. - 401 (K) savings plan with company matching up to 3% - Work-Life Resources for you and your family. - Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More! - Maternity/Paternity/Adoption paid leave. - Referral program. - Company-supplied computer equipment. Recruitment Process We are committed to creating a fair and transparent hiring process. As part of this process, we conduct reference checks and past employment verifications for all shortlisted candidates. This helps us ensure the accuracy of information provided and gain valuable insights into your qualifications and work ethic. We are an E-Verify Employer: To comply with federal law, we utilize the E-Verify system to verify the employment eligibility of all new hires. For more information about E-Verify, please visit the U.S. Citizenship and Immigration Services (USCIS) website: E-Verify USCIS website: www.uscis.gov/e-verify. EEOC Statement: MyPlanAdvocate is an equal-opportunity employer. MyPlanAdvocate prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. MyPlanAdvocate conforms to the spirit as well as to the letter of all applicable laws and regulations.

• Consistently submit quality applications that effectuate, contribute to accretive growth, and maintain 90-day retention. • Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in. • Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans. • Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences. • Enroll prospects in selected health insurance plans, ensuring a seamless and efficient enrollment process. • Effectively quote, present, and close sales, demonstrating strong communication skills and the ability to overcome objections. • Maintain consistent follow-up with prospects by making outbound calls to provide updates, address concerns, and close pending sales opportunities. • Prioritize customer satisfaction by providing exceptional service, addressing inquiries promptly, and resolving issues efficiently. • Receive and adhere to coaching from sales leadership. • Comply with CMS standards while also understanding and adhering to CMS standards. • Achieve daily, weekly, monthly, and annual sales and productivity goals. • Maintain accurate customer records in the CRM system, providing concise summaries of interactions. • Demonstrate proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software. • Perform additional duties as assigned by the Sales Manager.

• Own and manage an individual caseload of in-process Medicare insurance applications by: • Monitoring the statuses of submitted policies via insurance carrier reporting • Communicating possible hindrances like the need for additional information, rejected applications, etc. to the enrolling advocate to fulfill needs or correct information • Updating policy statuses in Salesforce • Advocating for enrolling members with insurance carriers • Develop a deep understanding of all carrier workflows, application processes, and internal and external systems necessary to accomplish your responsibilities (CRM, carrier back-office platforms and reporting, etc.) • Collaborate cross-functionally with other internal teams (Sales, Quality Assurance, Training, etc.) to ensure a seamless and transparent enrolling member experience and improve our overall processes • Build out, regularly update, and communicate the results of reporting that reflect our book of business.

• You will fully own the native acquisition channel across our insurance marketplaces. • Responsibilities include: Scaling profitable traffic across native networks. • Managing publisher relationships and traffic sources. • Driving improvements in RPC, CPA, margin, and lead quality. • Identifying profitable creative angles and scaling winners. • Managing large-scale testing frameworks across headlines, images, advertorials, and landing pages. • Constant iteration across: Creative angles, Advertorial structures, Landing page frameworks, Audience targeting, Publisher performance, Bid strategy, Traffic segmentation. • Continuously analyze performance data to identify where margin is won or lost and implement improvements. • Leverage AI tools to accelerate performance analysis, generate creative testing frameworks, identify emerging patterns in campaign data, and build automation that increases operational leverage.

• Launch, manage, and scale YouTube video, Display & Search campaigns (GDN, DV360, other DSPs) with a focus on lead generation KPIs (CPL, RPC, CPA, ROI) • Build and manage audience targeting (demographics, custom intent, retargeting, lookalikes) • Partner with design/creative teams to develop ad creatives, video storyboards, thumbnails, and CTAs optimized for click-through and conversion • Set up tracking links, pixels , and postbacks to ensure proper attribution across click and call funnels • Monitor campaigns daily and optimize for click quality, conversion rates, and profitability • Adjust budgets, bids, placements, and targeting strategies based on partner feedback and performance data • Test multiple ad angles (headline, imagery, hooks) and run multivariate creative tests • Deliver weekly performance reporting with insights, wins, and recommendations • Ensure ads, landing pages, and funnels meet carrier, CMS, and platform compliance standards • Work with internal compliance/legal teams to get approvals on creatives before launch • Maintain call and click routing accuracy to align with carrier/state requirements • Scale spend profitably while balancing margin targets vs. volume goals • Explore new publishers, ad formats, and placements • Build repeatable playbooks for lead generation • Stay current on Google Ads policies, insurance category restrictions, and competitor strategies