Licensed Medicare Sales Agent (Remote)

 Posted 2 hours ago
     
2-5 years experience
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AI Summary

Handle inbound calls to guide Medicare-eligible members through plan options, benefits, and enrollment processes. Ensure strict adherence to CMS regulations while documenting interactions and resolving account issues in a high-volume environment.

About the role

As a Licensed Medicare Sales Agent, you will serve as the first point of contact for individuals navigating Medicare plan options during Open Enrollment. Working remotely, you will handle inbound calls, answer detailed questions about benefits and plan options, assist with enrollments, and resolve account and website issues — all while delivering a professional, empathetic experience to members who are often unfamiliar with the Medicare system.

This is a high-volume, structured role that rewards agents who are organized, process-driven, and genuinely motivated by helping people make confident benefits decisions. Top performers may have the opportunity to convert to a full-time position at assignment end.

What you'll do

  • Handle inbound calls from Medicare-eligible members and retirees with questions about their health, vision, dental, and prescription drug benefits
  • Authenticate each caller and document every interaction accurately in multiple systems simultaneously
  • Explain differences between plan types — Medicare Advantage, Medicare Supplement, and Part D — in clear, plain language
  • Guide members through online benefits enrollment and resolve website access issues
  • Answer questions on HSAs, HRAs, retiree reimbursement accounts, carrier contact information, group numbers, and claim status
  • Maintain strict adherence to CMS regulations and company compliance standards on every call
  • Meet daily call quality, volume, and accuracy metrics throughout the assignment
  • Participate in 4 weeks of paid training (3 weeks classroom + 1 week nesting) before taking live calls

Required qualifications

  • Active resident state license with both Life AND Health lines of authority — must be valid through December 31, 2026
  • Minimum 1 year of experience in Medicare sales or Medicare benefits counseling (2 years strongly preferred)
  • Demonstrated experience navigating multiple systems, browser tabs, or tools simultaneously during calls
  • Proven ability to work in a structured, metric-driven environment with fixed schedules and performance expectations
  • No planned time off or unavailability from July 31 through December 31, 2026
  • Availability for full 4-week training: Monday–Friday, 8:45 AM – 5:30 PM EST
  • Willingness and ability to work overtime, October–December, if business needs require
  • Availability to work Saturdays 10:00 AM – 2:00 PM ET during peak Open Enrollment

Preferred qualifications

  • 2 or more years of Medicare sales or benefits counseling experience
  • Prior experience in an inbound call center or contact center environment
  • Bilingual in English and Spanish (additional 5% pay differential applied)
  • Familiarity with Medicare Advantage, PDP, and Medigap plan structures
  • Experience using CRM, enrollment, or benefits administration platforms
  • History of meeting or exceeding call quality scores of 90+ in a prior role

Work from home requirements

This is a fully remote role. The following are non-negotiable requirements before your start date:

  • Internet speed of 50 Mbps or greater, 35 Mbps upload, and a ping of 15 or less with a 99% uptime — you will be asked to run a speed test during the interview process
  • Dedicated hardline (Ethernet) internet connection available during working hours — the connection cannot be shared with others in the home
  • Private, dedicated workspace free from background noise and distractions
  • No streaming or gaming on the same connection during work hours
  • Laptop camera available and on during all training sessions and team huddles
  • Professional conduct maintained at all times in all interactions

Training period & expectations

Training is fully paid and runs Monday through Friday, 8:45 AM – 5:30 PM EST for four weeks (three weeks of classroom instruction followed by one week of nesting on live calls). Attendance is mandatory for the full duration — no time off is permitted during training. To complete training successfully, you must:

  • Score 80% or higher on the final knowledge assessment (up to two retakes within five business days)
  • Pass two mock call evaluations (up to two retakes within five business days)
  • Maintain punctual attendance and professional behavior throughout


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