Agent 2 - Sales

Plan Advisors, an Integrity company, helps support the business growth of agents and agencies by supporting their financial and technology needs. With a focus on service, we strive to ensure that we have a team comprised of industry experts that can serve as a trusted business resource and partner. 

Job Summary

The Career Medicare Insurance Agent plays a critical role in maintaining and growing the Plan Advisor’s direct-to-consumer book of business. This individual is responsible for nurturing long-term client relationships while ensuring that each client’s healthcare needs are consistently met with personalized Medicare solutions. Clients are primarily acquired through individual referral sales and strategic book of business acquisitions, requiring the agent to build trust, deliver exceptional service, and provide expert guidance. The agent will work with a comprehensive product portfolio that includes Medicare Advantage Plans, Prescription Drug Plans, and Medicare Supplement Plans, offering clients tailored coverage options that align with their unique needs and preferences. Success in this role is measured by the agent’s ability to preserve client loyalty, drive enrollment growth, and uphold the highest standards of compliance and professionalism.

Sales and Marketing Responsibilities:

• Market, promote, and enroll clients in Medicare Advantage Plans, Prescription Drug Plans, and Medicare Supplement Plans.

• Develop and implement effective strategies for generating and converting lead opportunities.

• Initiate and manage targeted outbound campaigns to engage at-risk members and retain their business.

• Leverage enrollment opportunities by providing support to partners and assisting with client enrollments as needed.

• Execute quarterly mass communications to maintain brand presence and stay top-of-mind with clients.

• Make personalized daily birthday calls to foster strong client relationships and enhance customer loyalty.

Member Experience:

• Implement post-sale best practices by conducting 30-, 60-, and 90-day follow-up contacts to ensure a smooth transition and address any concerns.

• Send personalized birthday, anniversary, Veterans Day, and July 4th cards to enhance client engagement and strengthen relationships.

• Proactively compare plans and communicate with members before the Annual Enrollment Period (Pre-AEP) to ensure they are informed of any plan changes and have the best coverage for the upcoming year.

• Assist clients with navigating carrier websites, including setting up online accounts, accessing plan benefits, and understanding available resources.

• Maintain proactive communication with members to reinforce trust, loyalty, and long-term retention.

Client Engagement and Customer Service:

• Respond promptly and professionally to inbound phone calls, emails, and text messages from clients.

• Deliver continuous, high-quality customer service by addressing policy changes, billing inquiries, and coverage-related concerns.

• Educate clients on available Medicare options, including coverage details, costs, and enrollment processes, ensuring they make informed decisions.

• Maintain comprehensive client records by capturing all communication channels, including email, text, and relevant family contact information such as spouses and children.

Compliance and Knowledge Management:

• Ensure strict adherence to all CMS guidelines and state regulations, maintaining a high standard of compliance at all times.

• Stay current with Medicare regulations, plan updates, and product offerings through ongoing training and certifications.

• Acquire and maintain non-resident licenses in all required states as necessary.

• Build and sustain expertise in carrier websites, processes, and procedures to efficiently support client needs.

• Act as the company’s subject matter expert on Medicare Center, providing guidance and support to colleagues as needed.

Administrative and Operational Tasks:

• Develop, update, and maintain accurate client data within the company’s systems.

• Document all client interactions, applications, sales activities, and follow-ups in the company’s CRM platform.

• Monitor and track all leads, referrals, sales activities, and outcomes to ensure accurate reporting and analysis.

• Perform monthly audits of compensation, including new commissions, renewals, chargebacks, and overrides to ensure accurate payment processing.

• Collaborate with team members to generate reports, share relevant information, and ensure seamless communication within the organization.

Sales Process and Client Suitability:

• Conduct thorough fact-finding, plan analysis, and suitability assessments to ensure each client receives the most appropriate coverage.

• Maintain precise and comprehensive documentation of sales processes, client interactions, and plan recommendations to support compliance and accuracy.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.