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Medicare Product Specialist

3 months ago

Plymouth WI United States The Source and Recruit Company Full time


  • Position Type: Full-time, salaried, exempt
  • Reports To: Medicare Manager
  • Salary Range: $42,000 base with $12,000 on-target commission earnings for year 1

Overview of Next Step Insurance

Next Step Insurance, based in downtown Plymouth, WI, is a small, independent health and Medicare insurance brokerage committed to offering best-in-class solutions from a variety of top companies. Believing that one size does not fit all, Next Step Insurance strives to find the right solutions tailored to each client's unique circumstances. With a values-based approach, the company prioritizes education over sales, ensuring clients are better off than before they met.


Role Overview

Next Step Insurance is seeking a Medicare Product Specialist who aligns with their commitment to client well-being over sales targets. This role is ideal for someone who excels in customer service and is passionate about delivering exceptional experiences. Whether you're a seasoned Medicare agent or a customer service enthusiast ready to learn the intricacies of Medicare, this position offers a rewarding opportunity to make a significant impact on clients' lives.


Responsibilities
  • Build and maintain relationships with new and existing clients, providing follow-up support as needed.
  • Quote and place new and renewed policies, ensuring clients understand their options.
  • Educate clients on Medicare basics, general options, and specific product solutions that best fit their needs.
  • Conduct pre-set appointments in a professional office setting, with no prospecting or sales gimmicks.
  • Support clients with inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Participate in occasional educational or marketing events.
  • Foster a client-centric approach, ensuring interactions conclude with clients feeling more informed and better off.

Qualifications
  • Passion for delivering 5-star customer service experiences.
  • Ability to learn and educate clients on the intricacies of Medicare.
  • Excellent communication and interpersonal skills.
  • Compassionate, caring, and a creative problem solver.
  • Sales acumen with a focus on education leading to natural sales conclusions.

Benefits
  • Base salary plus a competitive commission and bonus structure.
  • Pre-set appointments conducted in-office.
  • Paid time off and paid holidays.
  • Professional office environment with full support staff.
  • Opportunities for career advancement within the company.

How to Apply

We look forward to the prospect of you joining the team at Next Step Insurance. The Source and Recruit Company d.b.a. Harrier Financial Recruitment has been retained to assist in recruiting for this position. All inquiries will be handled confidentially.


Equal Employment Opportunity Statement

Next Step Insurance and The Source and Recruit Company/Harrier Financial Recruitment are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.