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  1. Home
  2. chevron_right
  3. customer services
  4. chevron_right
  5. Licensed Benefit Advisor
Instant Teams logo

Licensed Benefit Advisor

Not Disclosed•TemporaryRemote

location_on1045, West New York Avenue, Southern Pines, Moore County, North Carolina, 28387, United States

Apply Now

About the Role

Instant Teams is seeking a team of Licensed Benefit Advisors to join us during the annual enrollment season. In this position, you will provide customer service assistance to Medicare and Pre-Medicare eligible retirees, helping them navigate complex insurance options and select the appropriate health plans. As a Licensed Benefit Advisor, you will handle all responsibilities from the comfort of your home office, selling and enrolling retirees into insurance products including health, prescription drug, vision, and dental plans.

Your primary focus will be providing Medicare education, conducting needs analyses, and advising Pre-Medicare eligible recipients on their options. The most successful agents maximize their selling opportunities between October 15th and December 7th. While this is a seasonal role, we may offer year-round employment opportunities to high-performing employees if available.

Day in the Life

You will consistently provide a world-class experience at all customer touchpoints. Your day will involve handling inbound customer service calls as well as outbound dialing to warm leads, with the intent of scheduling appointments or completing enrollments based on specific needs. You will actively manage appointments, follow up with prospects, and respond to voicemails within 24 business hours.

Success in this role requires maintaining an active resident health (and life if required) insurance license, passing AHIP and annual carrier certifications, and adhering to call center performance metrics including customer satisfaction, compliance, and sales productivity. You will be expected to read scripts verbatim to ensure compliant and efficient enrollments while articulating complex details in simple terms to customers with varying levels of knowledge.

Hiring Process & Eligibility

Successful candidates must complete and pass a background check and credit check prior to their start date. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States. Additionally, candidates must have no contracting restrictions related to carriers or previous employers; release documents are required if previously sponsored by carriers or other companies.

Work Environment & Location

Because this is a remote work role, you must have a private, dedicated workspace that enables you to work independently and without interruptions. High-speed internet and the ability to hardwire your device are required. Please note that due to specific position requirements, we cannot hire from OCONUS or the following locations: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Hawaii, Illinois, Iowa, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, Oregon, Philadelphia (PA), Rhode Island, Vermont, and Washington.

Equal Opportunity

Instant Teams is an equal opportunity employer committed to building a diverse and inclusive workforce.

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Skills, education and keywords

Skills: Medicare Advantage, Medicare Supplement, Prescription Drug Plans, DSNP Plans, Special Election Periods, Low Income Subsidy, Medicaid, Needs Analysis, CMS Regulations, Microsoft Office.

Education: High school diploma or equivalent required.

Frequently asked questions about Licensed Benefit Advisor at Instant Teams

What does a Licensed Benefit Advisor at Instant Teams do?expand_more
Day-to-day, the Licensed Benefit Advisor at Instant Teams will provide customer service assistance to medicare and pre-medicare eligible retirees; enroll retirees into health, prescription drug, vision, and dental plans; handle inbound customer service calls and outbound dialing to prospects; and respond to voicemails within 24 business hours and monitor internal chat.
What are the requirements for this Licensed Benefit Advisor role?expand_more
To qualify for the Licensed Benefit Advisor at Instant Teams position, applicants should have: High school diploma or equivalent; Active resident life and health insurance license in good standing; 2 years of experience in consultative sales and/or customer service; Ability to pass AHIP and annual carrier certifications; Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans; and Ability to comply with CMS regulations.
Where is the Licensed Benefit Advisor role at Instant Teams located?expand_more
Licensed Benefit Advisor at Instant Teams is based in 1045, West New York Avenue, Southern Pines, Moore County, North Carolina, 28387, United States. This is a remote role.
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Work location

Work model: Remote

location_on

1045, West New York Avenue, Southern Pines, Moore County, North Carolina, 28387, United States

Southern Pines, North Carolina

Key Responsibilities

  • check_circleProvide customer service assistance to Medicare and Pre-Medicare eligible retirees
  • check_circleEnroll retirees into health, prescription drug, vision, and dental plans
  • check_circleHandle inbound customer service calls and outbound dialing to prospects
  • check_circleRespond to voicemails within 24 business hours and monitor internal chat
  • check_circleAdhere to call center performance metrics including compliance and sales productivity
  • check_circleMake outbound calls to warm leads to schedule or complete appointments
  • check_circleConduct needs analysis to identify retirees' insurance requirements
  • check_circleDeliver Medicare education and explain plan options to customers

Requirements

  • verifiedHigh school diploma or equivalent
  • verifiedActive resident life and health insurance license in good standing
  • verified2 years of experience in consultative sales and/or customer service
  • verifiedAbility to pass AHIP and annual carrier certifications
  • verifiedKnowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans
  • verifiedAbility to comply with CMS regulations
  • verifiedNo contracting restrictions related to carriers and/or previous employers
  • verifiedHigh-speed internet and ability to hardwire device
  • verifiedPass background check and credit check
  • verifiedVerify identity and eligibility to work in the United States
  • verifiedPrivate, dedicated workspace

Nice to Have

Experience using multiple screens.

Benefits & Perks

check_circleEquipment is provided
Instant Teams cover image
Instant Teams logo
Company

Instant Teams

Industry

Technology, Information and Media

Headquarters

Southern Pines, North Carolina

Total Experience Marketplace: Powered by America's most mission-driven workforce.

Instant Teams operates within the Technology, Information and Media sector, based in Southern Pines, North Carolina. The organization functions as a Total Experience marketplace designed to address specific needs in the financial services and recruitment sectors. Its platform connects companies with a specialized talent pool while simultaneously focusing on the financial well-being of military families. The business offers a suite of services including outsourcing solutions, job board access, and community marketing solutions. This model allows enterprises to secure remarkable talent instantly while supporting a distinct demographic. The company directs users to its website for further details on these integrated offerings. Operations are structured to bridge the gap between organizational staffing requirements and the unique capabilities of military-affiliated professionals. By maintaining this dual focus, the entity facilitates both business growth and community support through its digital infrastructure and strategic partnerships.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

2+ yrs (Mid Level)

Education

High school diploma or equivalent required

Job Type

Temporary

Skills Required

Medicare AdvantageMedicare SupplementPrescription Drug PlansDSNP PlansSpecial Election PeriodsLow Income Subsidy
arrow_forward
Is this Licensed Benefit Advisor job remote, hybrid, or on-site?expand_more
Instant Teams has listed this Licensed Benefit Advisor role as remote.
How much experience is required for this Licensed Benefit Advisor role?expand_more
Licensed Benefit Advisor at Instant Teams typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Licensed Benefit Advisor role at Instant Teams?expand_more
Key skills for Licensed Benefit Advisor at Instant Teams include Medicare Advantage; Medicare Supplement; Prescription Drug Plans; DSNP Plans; Special Election Periods; Low Income Subsidy; Medicaid; and Needs Analysis.
What education is required for Licensed Benefit Advisor at Instant Teams?expand_more
Educational requirements for this role: High school diploma or equivalent required.
What category does the Licensed Benefit Advisor role belong to?expand_more
Licensed Benefit Advisor at Instant Teams is part of the customer services job category on Recrutus.

About Instant Teams

Instant Teams operates within the Technology, Information and Media sector, based in Southern Pines, North Carolina. The organization functions as a Total Experience marketplace designed to address specific needs in the financial services and recruitment sectors. Its platform connects companies with a specialized talent pool while simultaneously focusing on the financial well-being of military families. The business offers a suite of services including outsourcing solutions, job board access, and community marketing solutions. This model allows enterprises to secure remarkable talent instantly while supporting a distinct demographic. The company directs users to its website for further details on these integrated offerings. Operations are structured to bridge the gap between organizational staffing requirements and the unique capabilities of military-affiliated professionals. By maintaining this dual focus, the entity facilitates both business growth and community support through its digital infrastructure and strategic partnerships.

Browse more roles: All Instant Teams jobs, customer services jobs on Recrutus.

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Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobsVolunteer jobs
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Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in VirginiaAll states →
Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsIT jobsSales jobsHospitality & Catering jobsAccounting & Finance jobs
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CDL-A jobsExcel jobsEnglish jobsBLS jobs
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About usFAQContactPrivacy policyUS privacy noticeAccessibility

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Medicaid
Needs Analysis
CMS Regulations
Microsoft Office