Ask Claire Medicare Sales Representative

Be part of a fast-growing, dynamic boutique insurance agency that’s transforming the way people navigate their Medicare benefits! At Ask Claire, we are passionate about empowering underserved populations by helping them understand their options and secure the best benefits tailored to their individual needs. With limitless potential and a mission-driven focus, you’ll have the opportunity to make a real difference in people’s lives while growing your career in a thriving, impactful organization.

Medicare Sales Representative

At Ask Claire, a subsidiary of Wider Circle, we believe in fostering meaningful connections and empowering our communities through our "LOVE, LEARN, GROW" approach. As a Medicare Sales Representative, you’ll play a vital role in guiding underserved populations through the complexities of Medicare, helping them understand and secure the best benefits for their needs. If you’re passionate about making a difference while growing your career in a supportive, mission-driven environment, we invite you to join our team.

Responsibilities:

• Manage the full prospective beneficiary cycle, including lead generation, relationship building, securing the Scope of Appointment, presenting product options, converting sales, and nurturing long-term relationships with Medicare beneficiaries.
• Meet daily outbound call goals to engage prospective beneficiaries, assess their eligibility, determine their needs, and secure the Scope of Appointment.
• Use a consultative sales approach to provide personalized plan presentations, address challenges, and close sales over the phone, ensuring beneficiaries feel confident in their choices.
• Educate prospective beneficiaries on Medicare options, guide them through the enrollment process, and answer product or service-related questions professionally and promptly.
• Develop and secure partnerships with community organizations and providers to create new opportunities for membership growth, reflecting our commitment to LOVE our communities.
• Participate in daily and weekly team meetings to report on individual production and team progress.
• Maintain accurate and up-to-date reports on business activities, productivity, forecasting, and sales analysis, supporting your professional GROWTH within the organization.
• Stay informed about competitors and market trends to ensure you’re offering beneficiaries the most relevant and competitive solutions, continuing to LEARN and adapt in an evolving market.

Requirements

● Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products.

● Ability to work as an independent self-starter part of a team

● Bi-lingual in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages

● Proficiency in effective verbal and written communication skills

● Effective computer and application knowledge of Client Relationship Management systems like Salesforce, Hubspot, Health plan portals, Google Workspace, and Microsoft Office suite Microsoft Word.

● Be a captive agent

● Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies.

Preferred:

● Bachelor's degree in marketing, finance, business administration

● Product and Benefit training and/or other CMS required courses

Benefits

• Performance-based incentive bonuses
• Opportunity to grow with the company
• Comprehensive health coverage, including medical, dental, and vision
• 401(k) Plan
• Paid Time Off
• Employee Assistance Program
• Health Care FSA
• Dependent Care FSA
• Health Savings Account
• Voluntary Disability Benefits
• Basic Life and AD&D Insurance
• Adoption Assistance Program
• Training and Development
• $45,000-$50,000

Join us at Ask Claire, where we live our values of LOVE, LEARN, GROW every day, and help transform the way people navigate their Medicare benefits.

Ask Claire, a wholly owned subsidiary of Wider Circle, helps newly eligible Medicare beneficiaries navigate plan selection, with a particular emphasis on supporting underserved populations at the beginning of their aging journey. We work with our provider partners to deliver bespoke educational programming and are building tech-enabled decision support tools, a

network of licensed agents to support enrollment assistance. Learn more about Ask Claire at: www.askclaire.com

As a wholly owned subsidiary of Wider Circle, Ask Claire is uniquely positioned to promote Wider Circle’s flagship wellbeing program, Connect for Life® to eligible individuals aging into Medicare. Wider Circle is a neighborhood-based health organization that empowers members of the same community to live happier, healthier lives. Learn more about Wider Circle at: www.widercircle.com

Wider Circle is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunities without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.