Medicare Sales Support Representative
We are seeking a detail-oriented and customer-focused professional to support Medicare membership growth and retention. In this role, you will assist prospective members, brokers, and internal partners with enrollment and sales-related inquiries while ensuring accurate, timely, and compliant documentation. You will play a key role in delivering a positive first impression and supporting both sales and operational goals. This is a Monday through Friday daylight position, however, occasional evening shifts may be required to support business needs. Responsibilities: Sales & Enrollment Support
- Handle inbound calls and complete outbound follow-ups related to Medicare Advantage and Special Needs Plans (SNP)
- Assist members, brokers, and internal teams with enrollment questions, application status, and next steps
- Support enrollment processes, including follow-ups for signatures and required documentation
- Provide accurate information on plan benefits, eligibility, and timelines
Customer Service
- Deliver professional, responsive, and high-quality service across all interactions
- Resolve routine inquiries and direct complex issues to appropriate teams
- Communicate effectively via phone, email, and CRM tools
- Documentation & Systems
- Accurately document all interactions in CRM and enrollment systems
- Navigate multiple systems simultaneously to support inquiries
- Maintain a high level of accuracy and attention to detail
Compliance & Process Adherence
- Follow Medicare regulations, CMS guidelines, and internal policies
- Adhere to established workflows, scripts, and documentation standards
- Escalate complex or high-risk issues as appropriate
- Team & Operational Support
- Meet productivity, schedule, and service level expectations
- Participate in trainings, team meetings, and process updates
- Collaborate with team members to ensure seamless service delivery
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