• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

• Act as the primary point of contact for Health Care Providers (HCPs) and patients • Provide subject matter expertise and best-in-class customer service for all inbound and outbound customer calls • Investigate and problem solve for patients experiencing escalated issues • Maintain an understanding of current business procedures • Document information in the appropriate system of record

• Educate clients about Medicare benefits and coverage options. • Assist with plan enrollments and transitions between plans. • Perform plan comparisons and provide recommendations. • Ensure compliance with Medicare regulations and deadlines. • Effectively manage inbound and outbound calls in a high-volume sales environment. • Maintain accurate records and documentation. • Deliver excellent customer service to resolve issues and answer questions.