Licensed Benefit Advisor

This role focuses on educating retirees and pre-Medicare individuals on their insurance options and enrolling them into suitable health, prescription drug, vision and dental plans. You will conduct needs-based consultations, provide clear Medicare education, and guide customers through the end-to-end enrolment process primarily over the phone and in a virtual environment. The position requires strong consultative sales skills, high ethical standards, excellent customer service, and the ability to manage pre-set appointments without any cold calling.

• Sell and enrol retirees into appropriate insurance products, including health, prescription drug, vision and dental plans, based on their individual needs.
• Advise pre-Medicare eligible recipients on their available options and support them in selecting the most suitable plan.
• Provide clear Medicare education, explaining plan features, benefits and limitations in simple, easy-to-understand terms.
• Conduct detailed needs analyses to identify customer requirements and recommend appropriate plans using a consultative, needs-based selling approach.
• Deliver a consistently positive, ethical and professional customer experience at every interaction, aiming to provide a genuine “wow” experience at all customer touchpoints.
• Read and follow approved scripts verbatim to ensure compliant and accurate communication with customers.
• Handle inbound service calls, providing accurate and complete information with the intent of enrolling customers into appropriate plans where suitable.
• Actively manage a calendar of pre-set appointments, ensuring timely follow-up with prospects and effective use of scheduled time.
• Respond to customer voicemails within 24 hours and manage internal chat requests promptly and professionally.
• Handle and resolve customer complaints and client escalations, ensuring issues are addressed thoroughly and documented as required.
• Monitor internal chat channels and respond quickly to questions or requests from colleagues or leadership.
• Meet or exceed key performance indicators, including sales targets, quality metrics, compliance standards and customer satisfaction measures.
• Maintain an active resident health insurance licence (and life licence and any required riders, such as Med Supp/Illness/Critical Care, where applicable) and ensure all continuing education requirements are completed on time.
• Successfully complete and maintain AHIP and carrier certifications on an annual basis, and comply with all CMS regulations.
• Accurately complete test calls and follow specified processes to ensure quality and compliance standards are met.
• Use strong computer and multitasking skills to navigate multiple systems, applications and screens while engaging with customers on the phone.
• Absorb new information quickly and adapt to new processes, procedures and regulatory changes in a fast-paced environment.
• Process a wide range of complex plan details and articulate them clearly to customers with varying levels of knowledge and education.
• Work collaboratively as part of a team, supporting colleagues and contributing to a positive, professional and disciplined team culture.
• Maintain high levels of integrity, responsibility and discipline, consistently producing quality work in a heavily regulated environment.
• Spend extensive time on the phone taking inbound calls and making outbound follow-up calls to support enrolments and customer needs.

• Active resident health insurance licence, with the ability to maintain and renew it as required; life licence and relevant riders (such as Med Supp/Illness/Critical Care) where required by state.
• Ability to pass licensing exams (if applicable), AHIP and carrier certifications annually.
• Proven consultative sales and/or service background, with at least one year of sales experience and at least one season of health sales experience preferred.
• At least one season of Medicare sales experience is considered a strong advantage.
• Strong aptitude for understanding Medicare insurance products and complying with all CMS regulations.
• Demonstrated ability to provide high-quality customer service and deliver a positive customer experience at all times.
• Ability to consistently follow scripts verbatim and adhere to compliance requirements.
• Strong computer skills, including proficiency with Microsoft Office and the ability to work with multiple screens and applications.
• Excellent verbal communication skills, with the ability to explain complex information in simple, clear terms.
• Ability to absorb new information quickly and adapt to new processes and procedures in a dynamic environment.
• Strong organisational skills, including the ability to manage appointments, follow-up activities and multiple tasks simultaneously.
• Flexibility to work within a range of shifts and schedules based on business needs.
• No contracting restrictions related to carriers or previous employers, and the ability to provide release documentation if previously sponsored by carriers or other companies.
• Comfort working as a captive agent and in a role that may start as seasonal or temporary.
• Ability to operate effectively in a heavily regulated, fast-paced market environment.

• Proven track record of Medicare sales and/or broader insurance sales experience, particularly in a call centre environment.
• Experience working in a call centre or high-volume contact centre handling inbound and outbound calls.
• Experience providing benefits enrolment support and customer service in health insurance or related fields.
• Experience using multiple monitors and navigating various systems simultaneously while engaging with customers.
• Demonstrated desire to learn, strong self-study habits and a drive to succeed in a target-driven environment.
• Comfort working extensively on the phone, handling a high volume of calls and follow-up activities.
• Ability to manage detailed administrative and compliance-related tasks accurately and efficiently.

You will join a close-knit organisation that values people as individuals rather than numbers and fosters a genuinely supportive culture. The company operates with an open-door policy, encouraging open communication and easy access to leadership at all levels. Supervisors remain actively involved in day-to-day operations and continue selling during enrolment periods, ensuring they understand the realities of the role and can provide hands-on support. Senior leaders, including the CEO, regularly spend time on the call centre floor, getting to know team members and building a family-oriented atmosphere. As a temporary employee, you are eligible for medical, dental and vision insurance, and you will benefit from consistent shift patterns during production periods, providing clarity and stability throughout the peak season.

You will work in a highly regulated, fast-paced call centre environment focused on Medicare and related insurance products. The role involves extensive time on the phone, handling inbound calls and making outbound follow-up calls to support customer enrolments and queries. Operations run within hours of 8:00 a.m. to 8:00 p.m. CST, extending from 7:00 a.m. to 12:00 a.m. CST during peak season, and you must be available to work any assigned shift within these hours. You will typically work five eight-hour shifts, with licensed agent shifts structured as 8.5 hours including a 30-minute lunch, and shifts remain consistent throughout the Annual Enrolment Period to provide predictable scheduling. The organisation observes certain non-paid holidays when operations are closed, including Labour Day, Thanksgiving and Christmas (observed). The environment is highly structured and compliance-driven, with contracting to carriers commencing only after successful completion of AHIP, at which point you become a captive agent. The company operates a blackout period from June through December in which releases are not provided. You will use multiple computer systems and screens, Microsoft Office tools and internal chat platforms to manage calls, appointments and documentation. The dress code is consistent with a professional call centre setting, and supervisors and leaders are present on the floor, providing an engaged and supportive atmosphere.

This is a Permanent position based out of Orlando, FL.

The pay range for this position is $43680.00 - $43680.00/yr.

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: • 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)

This is a fully remote position.

This position is anticipated to close on Aug 3, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.