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Medicare Sales broker

Lumen Solutions Group Inc

Washington, DC

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Brokerage, Communication Skills, Customer Relationship Management (CRM), Customer Support/Service, Data Quality, Detail Oriented, Documentation, Government Reporting, Health Insurance, Healthcare, Insurance, Insurance Sales, Medicare, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Reporting Dashboards, Sales, Sales Operations, Sales Support, Salesforce.com, Test Readiness Review (TRR), Writing Skills
LOCATION
Washington, DC
POSTED
30+ days ago
Role: Medicare Sales broker Location: Primarily Remote – Monthly in-person meetings in Canton or Merriweather, MD Type: Contract About the Role: We are seeking experienced and highly motivated Sales Account Service Representatives to support our Broker and Sales Operations team. This is a primarily remote role with the requirement to attend one monthly in-person meeting at our offices in either Canton or Merriweather, MD. You will be responsible for providing high-level support to brokers who sell health insurance products, ensuring smooth handling of inquiries related to Medicare and ACA (Affordable Care Act) plans. The ideal candidate will have a strong background in healthcare payer operations, sales or broker support, and be comfortable working in fast-paced, detail-oriented environments. Requirements: 4–5 years of experience in: Broker support, sales support, or customer service in a healthcare payer environment Strong understanding of healthcare operations, including: Medicare (including D-SNP knowledge preferred) ACA (Under 65 Market) Experience working with: Salesforce CRM (basic dashboard/escalation use) Nations CRM Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) Excellent verbal and written communication skills Strong problem-solving and multitasking abilities Ability to work independently in a remote environment with minimal supervision Comfortable handling sensitive or regulated information in a confidential manner. Key Responsibilities: Serve as a liaison between brokers and internal departments, resolving a variety of sales, application, and enrollment-related issues Respond to inquiries regarding ID cards, missing application information, enrollment status, and general service concerns Support the broker management team by triaging and responding to inquiries received through team mailboxes Utilize Salesforce for managing escalations and monitoring dashboards Use Nations CRM to research, track, and resolve broker issues efficiently Collaborate with internal teams to streamline issue resolution and improve broker satisfaction Work with TRR (Transaction Reply Reports) to validate enrollment data (training provided) Maintain accurate documentation and service records Attend and participate in monthly in-person meetings at a designated Maryland office location Preferred Qualifications: Familiarity with TRR reports or government validation processes Prior experience supporting licensed insurance brokers Background in Medicare Advantage, D-SNP plans, or ACA compliance processes

About the Company

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Lumen Solutions Group Inc

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