[Remote] Medicare Advisor

Note: The job is a remote job and is open to candidates in USA. Propel is a technology company that strengthens the social safety net in America. As a Medicare Advisor, you will help users compare Medicare plans and maximize their healthcare benefits while collaborating with the engineering, product, and design teams to enhance user experience.

Responsibilities

• Respond to incoming inquiries from users regarding D-SNPs, Traditional Medicare, Medicare Advantage plans, and Medicaid, providing expert guidance and support via in-app chat (primary) and phone (secondary)
• Use AI-powered tools to efficiently research plan details, compare coverage options, and synthesize complex regulatory information for users
• Apply a user-centric approach, prioritizing user needs and exceeding service expectations
• Conduct comprehensive comparisons of Medicare Advantage plans, ensuring users understand their options for healthcare coverage based on their specific needs
• Educate users on eligibility requirements, enrollment processes, and Medicare compliance, helping them navigate the complexities of healthcare regulations
• Execute enrollment applications accurately, providing users with critical information about deadlines and ongoing actions needed to sustain their coverage effectively
• Maintain appointments with multiple insurance carriers across 30+ states and ensure compliance with licensing requirements as Propel expands its D-SNP footprint
• Collaborate with product, design, and engineering teams to improve app functionality, offering insights from user interactions and enrollment experiences
• Leverage AI tools to draft user communications, create summaries, and identify patterns in user inquiries that can inform product improvements
• Offer constructive feedback to enhance user and agent experiences within the application workflow
• Flex outside of core D-SNP advisory as needed, supporting broader Medicare enrollment efforts, general app CX, and other team initiatives as we scale into new states and markets

Skills

• Fast learner with a strong interest in developing expertise in Medicare/Medicaid nationwide
• Comfortable using AI tools (such as ChatGPT, Claude, or similar) in daily work for tasks like research, drafting, and problem-solving. Willingness to learn and adopt new AI-powered tools as they are introduced
• Able to handle complex user inquiries and multitask while receiving information from a user, including researching health plans and concepts
• Quickly develops credibility with users, demonstrating an aptitude for active listening, deep knowledge in the area you are advising them on, and providing confident consultations
• Have or are willing to obtain an active broker/agent health insurance license in your home state and additional non-resident state licensure (company-sponsored)
• Willing to complete training and take tests relevant to getting appointed by health insurance carriers
• Excellent communication skills with the ability to explain complex concepts simply
• A comprehensive understanding of the difficulties faced by low-income Americans and a dedication to offering compassionate and tailored assistance
• From October 15th through December 7th (the Annual Enrollment Period), refrain from taking vacation and be able to take phone/chat shifts on the weekends (likely 1 day/weekend during that period)
• Must pass a background check as part of the hiring process
• Fluency in Spanish
• Prior experience in healthcare, insurance, benefits counseling, or customer service roles
• Experience working at a startup or tech company

Benefits

• 20 Days of PTO
• 4% 401K match
• $10k lifetime spend towards Carrot Fertility
• Excellent Medical, Dental and Vision options
• Other health and mental health focused benefits and perks

Company Overview