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Medicare Customer Service Specialist

2 months ago


Salt Lake, Utah, United States Fidelity TalentSource LLC Full time



Job Overview:

The Position

Fidelity's Healthcare Division has initiated a new Medicare venture aimed at equipping our clients with resources and guidance to help them choose and acquire quality Medicare coverage. As an initial member of this pioneering team, you will have the chance to contribute to the development and expansion of a business that could benefit millions of Americans.

SHIFT HOURS: 10AM ET - 7PM ET, MONDAY - FRIDAY

  • You will assist our sales and marketing initiatives by addressing Medicare inquiries and facilitating client interactions with our sales personnel.
  • You will regularly engage with clients, respond to their inquiries, and provide an exceptional customer service experience.
  • Handle Medicare inquiries from various sales channels.
  • Coordinate and schedule appointments between clients and our sales representatives.
  • Deliver post-enrollment customer support.
  • Clarify the advantages and features of different Medicare health plans as necessary.
  • Collaborate with our team to establish and expand a new Fidelity business that could positively impact millions of Americans.

The Expertise and Skills You Bring

  • A college degree is preferred but not mandatory.
  • An active Health Insurance License is preferred but not mandatory.
  • The ideal candidate will possess Medicare experience, either in customer service or sales support within a health plan or brokerage.
  • If you are not already AHIP certified, we will assist you in completing the AHIP Medicare training. Additional training and licensing opportunities may also be available.
  • Ability to convey an empathetic tone, dedicated to enhancing the client experience and contributing to our sales and marketing objectives.

The Team

The Medicare Service Representative is part of the Medicare Advice and Planning Team and reports to the Director of Customer Experience. This role provides sales support to agents both on and off the phone. You will have the opportunity to collaborate with a diverse group of individuals, both within and outside of Fidelity, in a cooperative environment. We seek team members with strong interpersonal skills, effective time management abilities, and a willingness to engage in training and feedback.



Company Overview

Fidelity Investments is a privately held organization committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their future. We support companies and non-profit organizations in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to manage their clients' funds.

At Fidelity, we value integrity, honesty, and the safety of our associates and clients within a highly regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include criminal, civil litigations, regulatory reviews, employment, education, and credit checks (role dependent). These investigations will cover 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screening.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to cultivate a lasting culture of inclusion and belonging.