Bilingual Medicare Sales Agent

Join Ask Claire- a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare and identify the best benefits for their individual needs.

Company Overview

Wider Circle works with health plans and providers nationally to deliver unique community care programs that connect neighbors for better health. Centered on trusted relationships, Wider Circle connects health plan members with like-minded neighbors to inform, support and motivate one another, empowering them to be more proactive about their health. Wider Circle's trusted delivery network has been proven to drive resilience, improve member experience and engagement, and reduce inappropriate utilization and has been published in peer-reviewed literature. Today, Wider Circle offers its unique neighborhood care programs to tens of thousands of communities nationwide. To learn more, visit widercircle.com.

Responsibilities for Medicare Sales Representative

Primarily be responsible for the entire prospective beneficiary cycle that includes but is not limited to lead generation, relationship building, obtaining the Scope of Appointment,

the presentation of the product, sales conversion, and relationship management of a Medicare beneficiary

Daily tasks include completing a predetermined goal of outbound calls each day to prospective beneficiaries to determine interest and eligibility, securing the Scope of Appointment

Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries

Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles, and close the sale over the phone or in person

Interacts with prospective beneficiaries through education and complete enrollment application process

Answer product and service questions in a professional and timely manner

Perform various related duties as assigned

Develop sites and secure organizations for community and provider-based sales and marketing activities that provide membership growth opportunity

Attend daily and weekly team meetings to report production

Provides and maintains reports on business activities, productivity tracking, forecasting, and sales analysis

Maintains strong familiarity with competitors and the overall market environment

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

Bi-lingual in Spanish

Applicant must be able to travel throughout the organization's service area

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

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

Bachelor's degree in marketing, finance, business administration

Product and Benefits training and/or other CMS-required courses

Benefits

As a venture-backed company, Wider Circle offers competitive compensation including:

• 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
• $50,000-$55,000 annually
• And most importantly, an opportunity to LOVE, LEARN, and GROW with us!

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, as well as 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

At Wider Circle, we connect neighbors for better health. Our groundbreaking Connect for Life® program brings neighbors together in person and online for health, wellness, and social activities that improve mental and physical health. We create webs of community circles by employing local and culturally competent engagement specialists whose hand-on-hand approach to forming trusted circles is informed by a sophisticated analytics platform. We are on a mission to make the world a better place for older adults and disadvantaged communities.