Licensed Benefit Advisor (REMOTE)

Licensed Benefit Advisor

100% Remote - Equipment Provided

Anticipated Start Date: August 11th 2025

Pay: $21/hr + Commission (lump sum at end of AEP season)

Schedule: M-F 9am-5:30pm EST (training)

Hours of Operation: 8am-11pm EST during peak season (+potential for OT, weekend days)

REQUIREMENTS:

MUST be current resident of state licensed

*Captive License Position*

Active Health & Life Insurance License

Description

The Licensed Virtual Benefit Advisor’s responsibilities include selling and enrolling retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. This is done primarily through providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs. Customer service assistance is also offered within or outside of the sales process. BAs maintain the highest levels of integrity, are responsible, disciplined, team players, and produce quality work.

***PRE-SET APPOINTMENTS - NO COLD CALLING***

• Ability to consistently provide a “WOW” experience at all customer touchpoints

• Ability to pass licensing exam (if applicable), AHIP, and carrier certifications annually

• Knowledge of Medicare health, prescription drug plan, vision, and dental enrollments. Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans

• Enroll retirees compliantly and efficiently by reading scripting verbatim

• Meet and/or exceed key performance indicators

• Handle inbound service calls by providing accurate and complete information with the intent of enrolling the customer in the appropriate plan

• Actively manage all appointments to follow up with a prospect

• Respond to voicemails within 24 hours, internal chat requests, handle and resolve customer complaints and/or client escalations

• Monitor the internal chat and respond in a timely fashion to any questions or requests

• Deliver a consistently positive customer experience in a highly ethical and professional manner

• Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus

• Absorb new information and have the flexibility to adapt to new processes rapidly

• Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education

• Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Medicare Sup/Illness/Critical Care)

• Accurately provide information and follow specific process for test calls

Skills

Benefits management, Customer service, Outbound calls, Inbound call, Health insurance, sales, call center experience

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