Medicare and Individual Health Advisor

Medicare And Individual Health Advisor

Heffernan Insurance Brokers is looking for an experienced and customer-focused Medicare and Individual Health Advisor to guide clients through the process of selecting and enrolling in Medicare and Individual & Family Health Plans (IFP). This role involves assessing client needs, explaining coverage options, and ensuring compliance with federal and state insurance regulations. You will play a key role in building long-term relationships while helping clients make informed healthcare coverage decisions.

Responsibilities Include :

• Educate clients on Medicare (Parts A, B, C, and D), Medicare Supplements, and Individual & Family Plans (ACA & Private).
• Conduct needs assessments to recommend appropriate health insurance products based on clients' medical and financial situations.
• Assist clients with plan comparisons, enrollment applications, and renewals.
• Stay current with federal and state health insurance regulations, including CMS and ACA guidelines.
• Maintain accurate and detailed records of all client interactions and policy transactions.
• Build and maintain strong relationships with clients to ensure satisfaction and long-term retention.
• Participate in educational events, outreach, and marketing initiatives to generate leads and grow your book of business.
• Work with carriers and internal teams to resolve client issues related to billing, coverage, or claims.
• Maintain AHIP Certification on a yearly basis.
• Other duties and special projects as assigned.

Requirements :

Compensation :

The base salary range for this position is $70,000.00 to 80,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https : / / www.heffins.com / about-us / careers.

Heffernan Habits :

Working Conditions :

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.