Seasonal Plan Advisor

## Description

The purpose of this position is to support Medicare-eligible clients by researching, analyzing, and recommending appropriate Medicare Advantage plan options while ensuring a compliant, high-quality customer experience. This role exists to drive enrollment success, maintain regulatory compliance, and meet established performance and production goals during the seasonal period.

## Qualifications

| | |

| --- | --- |

| **MINIMUM** | **DESIRABLE** |

| **Education, Credentials, Licenses:** - High School Diploma | - Some college or college degree - Health Insurance License to sell in OH, KY, IN |

| **Specialized Knowledge:** - Ability to learn quickly and retain complex information - Strong critical thinking and problem-solving skills - Technology skills working in Office 365, Teams, Word, etc with the ability to navigate multiple systems, screens, and tools simultaneously - Strong verbal communication and customer service skills - Ability to manage multiple client appointments in a fast-paced environment | |

| **Kind and Length of Experience:** - Minimum 1 year experience in a customer service role such as inside sales, retail sales or in the food service industry | - Experience supporting specialized or vulnerable populations preferred - Sales or performance-metric-driven experience |