Seasonal Licensed Medicare Agent

• Flexible Hours Faithful Financial Group DeLand, FL Job Details Part-time | Seasonal $18
• $22 an hour 1 day ago Benefits Work from home Flexible schedule Qualifications Google Workspace Google Sheets Google Docs Google Drive Medicare Interpersonal skills Health insurance customer support Client file management Incident Escalation Working with seniors Managing clients in a customer support role Medicare regulations Older adults Organizational skills Health insurance sales CRM system proficiency Insurance sales Escalation handling Health Insurance License File organization Full Job Description Seasonal Licensed Medicare Agent•Flexible Hours Faithful Financial Group•DeLand, FL $18•22 per hour | Seasonal | Flexible Hours Overview Faithful Financial Group is seeking an experienced, friendly, and dependable Seasonal Licensed Medicare Agent to join our team for the upcoming Medicare Annual Enrollment Period (AEP).

This is a unique opportunity for a Medicare professional who enjoys working with clients but doesn't want the pressure of prospecting or building a book of business. We already have the clients. We need someone to help us take great care of them. Faithful Financial Group has an established Medicare client base and a structured annual review process. Our support team helps collect client information, research doctors and prescriptions, and prepare cases for review. You'll step in where a licensed Medicare professional is needed—to speak with clients, explain their options, answer questions, make appropriate recommendations, and complete enrollments. There is no cold calling and no requirement to generate your own leads. We're looking for someone who is knowledgeable about Medicare, comfortable with technology, excellent with seniors, and able to become a trusted extension of our team during our busiest Medicare season. Duties Speak with existing Medicare clients by phone regarding their current coverage and plan options Review prepared client information, including medications, providers, and available plan options Educate clients about Medicare Advantage and Part D prescription drug plans Help clients determine whether remaining in their current plan or making a change is appropriate based on their individual needs Assist clients with Medicare Advantage and Part D enrollments Answer Medicare questions clearly and patiently Provide excellent customer service and build strong relationships with our existing clients Complete client follow-up during AEP Accurately document client conversations, recommendations, follow-up, and enrollment activity in our CRM Use our CRM to manage assigned clients, notes, tasks, and follow-up Use Google Drive, Google Docs, and Google Sheets as part of our established workflow Work closely with our administrative team and Medicare support staff Maintain compliance with Medicare, CMS, carrier, and licensing requirements Recognize situations that should be escalated to the advisor Most client interactions will be handled by phone rather than requiring in-person appointments. Requirements Active Florida health insurance license appropriate for Medicare sales Prior Medicare Advantage and Part D experience Previous Medicare AEP experience strongly preferred Comfortable completing Medicare enrollments Completed or willing to complete required AHIP and carrier certifications for the upcoming plan year Working knowledge of Medicare rules, regulations, and compliance requirements Strong understanding of Medicare Advantage and Part D plans Comfortable using Medicare enrollment technology; SunFire experience is a plus Comfortable using a CRM and consistently entering client notes, tasks, and follow-up Experience with Redtail, AgencyBloc, or a similar CRM is a plus Proficient with Google Drive, Google Docs, and Google Sheets , including locating, organizing, updating, and sharing files Comfortable learning and working within multiple technology platforms Strong organizational skills and the ability to manage multiple client cases at different stages Excellent communication and customer service skills, particularly when working with seniors Patient, warm, professional, and dependable Able to follow an established process while also working independently Able to recognize when a situation requires additional assistance or escalation We are specifically looking for someone who already understands Medicare and can become productive quickly. We will train you on our systems and processes , but this is not an entry-level Medicare training position.

Schedule & Hours:

This is a seasonal position with flexible hours based on workload and availability. We anticipate the position being part-time during many weeks. However, additional hours may be available during busier periods of AEP and could potentially approach full-time hours when needed. You are not required to commit to full-time hours. We're happy to discuss a schedule that works for both the candidate and our office. The ideal person will have some flexibility to increase their hours during particularly busy periods. We would like the selected candidate to begin before AEP to allow time for certifications, systems access, training, and learning our office procedures. Our greatest need will be during October 15 through December 7 , with training and preparation before AEP and the possibility of some work afterward. Compensation $18

• 22 per hour, depending on Medicare experience and qualifications.

This is an hourly seasonal position.

We provide:

An established Medicare client base Administrative and Medicare support An established annual review process Prepared client information CRM and technology systems A supportive small-office environment No cold calling. No outside sales. No requirement to build your own book of business.

About Faithful Financial Group:

Faithful Financial Group is a Financial Planning and Medicare-focused firm located in DeLand, Florida. We pride ourselves on providing highly personal service and developing long-term relationships with the people we serve. Many of our Medicare clients have been with us for years, and we're looking for someone who will treat them with the same patience, kindness, professionalism, and personal attention they have come to expect from our office. You'll be joining a small, supportive team with an established system designed to make AEP run efficiently while still providing an excellent client experience. For the right person, there may also be an opportunity to continue working with our firm beyond the AEP season.

To Apply:

Please submit your resume and tell us briefly about your Medicare experience, including: How many AEP seasons you have worked Your current Florida insurance license status Your experience with Medicare Advantage and Part D Medicare carriers you have worked with Experience with SunFire or other Medicare enrollment platforms Experience using a CRM (Redtail and AgencyBloc a plus) Your comfort level with Google Drive, Google Docs, and Google Sheets Your availability from September through December 7th Approximately how many hours per week you would ideally like to work during AEP Whether you have flexibility to work additional hours during particularly busy weeks If you enjoy Medicare, like working with seniors, and would prefer to focus on helping clients rather than finding clients , we'd love to hear from you.

Pay:

$18.00

• $22.

00 per hour

Benefits:

Work from home

Work Location:

Hybrid remote in DeLand, FL 32724