• Potenciar tu crecimiento profesional • Integrarse a nuestro equipo de alto desempeño • Manejar la venta de servicios ofrecidos por la empresa

• Engage with inbound clients and financial advisors • Conduct thorough needs analysis to identify coverage gaps and financial goals • Recommend and sell life, long-term care, and disability insurance solutions • Deliver a high-quality, consultative client experience via phone and virtual channels • Partner with financial advisors and referral sources on client cases • Explain product options, strategies, and planning concepts clearly • Provide guidance on estate, business, and insurance planning fundamentals • Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products • Educate clients and advisors on product features and benefits • Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis • Contribute ideas to improve sales processes and marketing effectiveness • Participate in ongoing training

Role Description Licensed Health Insurance Agent (Remote) - Handle inbound calls to assess eligibility, explain plan options, provide quotes, and complete enrollments. - Conduct outbound calls during downtime, including: - D‑SNP Medicaid referrals - CSNP retention outreach - Outreach to dependents who will soon need their own individual plan - Meet performance goals: - 6% conversion rate - 10 enrollments per week - Follow CMS, AHIP, and internal compliance guidelines. - Transfer misrouted calls and guide ineligible callers to appropriate resources. Qualifications - Active Virginia Health Insurance License - AHIP certification (or eligible to obtain) - Health insurance sales, Medicare/D‑SNP - Strong computer skills (Microsoft Office, MS Teams) - Positive, coachable, and customer‑focused Requirements - Fully remote position. - Schedule: - Aug–Sept: Mon–Fri, 8am–6pm EST (8–5 or 9–6) - Oct–Mar: Mon–Sun, 8am–8pm EST (rotating shifts; 2 weekends/month required) - Open to candidates in multiple U.S. states (VA license required). Benefits - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Company Description This is a Contract position based out of Charlotte, NC. The pay range for this position is $22.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Application Deadline: This position is anticipated to close on Jul 8, 2026.

• Resolve unpaid/denied claims by leveraging proprietary software system, making phone calls, generating letters, accessing client systems and insurance carrier web portals in the pursuit of getting a claim resolved. • Review medical documentation such as UB04 claim forms, EOB’s and medical records to determine the appropriate course of action for claim resolution. • Maintain familiarity with client preferences and known issues. • Meet monthly production and quality expectations. • Comply with HIPAA privacy laws. • Other duties as assigned.