Individual Marketing - Health Plan Consultant 176-1008

JOB SUMMARY:

Responsible for promoting and enrolling eligible individuals in Medicare and Individual Health Plan products through outbound and inbound calls, individual appointments, community events, and educational seminars.

KEY RESPONSIBILITIES:

• Explain plan products, benefits, premiums, and enrollment options to prospective and current members.
• Conduct outbound calls to prospective members and follow up on inquiries, appointments, and enrollment opportunities.
• Respond to inbound calls from prospective members; answer questions about plan benefits, eligibility, premiums, and enrollment.
• Engage with eligible beneficiaries in person through community events, scheduled appointments, and seminars.
• Maintain accurate member and prospect information in applicable databases and systems.
• Prepare and mail enrollment materials, product information, and enrollment packets.
• Monitor and apply current Medicare, federal, state, and company regulations, policies, and requirements to sales and enrollment activities.
• Perform other job-related duties as required and assigned.

QUALIFICATIONS:

• Excellent verbal and written communication skills, with the ability to communicate clearly and professionally.
• Strong interpersonal and customer service skills, with a friendly, professional, and member-focused approach.
• Ability to explain plan information clearly, answer questions effectively, and build rapport with individuals from diverse backgrounds.
• Ability to manage multiple priorities, meet deadlines, and adapt effectively in a fast-paced environment.
• Proficiency with Microsoft Office applications, data entry, and other standard computer systems.
• Ability to learn, interpret, and apply Medicare, Individual Health Plan, and related regulatory requirements.
• Ability to work independently while contributing effectively to a collaborative team environment.
• Ability and willingness to travel locally for appointments, meetings, seminars, community events, and other business activities, as needed.
• Successful completion of Healthcare Sanctions Background check.
• Successful completion of motor vehicle record checks.

EDUCATION/EXPERIENCE:

• High school diploma or equivalent required, bachelor’s degree preferred.
• Two to four years of experience in insurance sales, health insurance, customer service, call center operations, or a related field. Experience with Medicare, Individual Health Plans, or other regulated insurance products preferred.
• Current Oklahoma Life and Health Insurance license preferred; must be able to obtain licensure within 45 days of hire, if not currently licensed.