We are a growing, client-focused health insurance agency with offices in Beaverton, Oregon, and Vancouver, Washington. As our team continues to expand, we’re actively hiring licensed Medicare insurance agents—or individuals in the process of obtaining licensure—for remote roles. Positions may be full-time or seasonal and involve a mix of enrollment season support, ongoing casework, and client outreach.
Key Responsibilities:
Conduct Medicare plan reviews and assist clients with selecting and updating coverage
Gather client data including prescriptions and provider details to support plan comparisons
Lead scheduled phone consultations and explain Medicare Advantage, Supplement, and Part D options
Process enrollments and plan changes using internal agency systems
Offer clear, accurate guidance on Medicare choices to help clients make informed decisions
Maintain thorough CRM notes and ensure accurate client record-keeping
Attend remote training sessions and manage day-to-day work from a home-based office
Required Qualifications:
Active health insurance license in Oregon (or actively working toward licensure)
Medicare experience preferred (but not mandatory—training is available)
Strong communication skills for phone and email interactions with clients
Highly organized, with the ability to manage follow-ups and documentation reliably
Comfortable using CRM tools and Microsoft Excel
Home office setup with fast, stable internet and minimal distractions
Client-focused mindset, with the ability to manage time and workload during high-volume seasons