Medicare Plan Match Specialist – Ohio

Responsibilities

• Assist Ohio residents in selecting Medicare Advantage, Part D, and supplemental plans that best fit their health needs and budget.
• Conduct detailed eligibility and enrollment assessments.
• Provide clear explanations of plan benefits, costs, and enrollment deadlines.
• Maintain accurate client records in compliance with CMS regulations.
• Collaborate with insurance carriers, brokers, and internal teams to resolve issues.

Requirements

• High school diploma or GED; associate’s degree or higher preferred.
• Minimum 2 years experience in Medicare enrollment, insurance sales, or healthcare customer service.
• Certified Medicare Enrollment Specialist (CMES) or willingness to obtain certification within 6 months.
• Excellent communication skills and strong knowledge of Ohio Medicare regulations.
• Proficiency with CRM software and Microsoft Office Suite.
• Ability to work independently and meet performance metrics.

Benefits

• Competitive salary $45,000‑$55,000 annually + performance bonuses.
• Medical, dental, vision, and life insurance.
• 401(k) with company match.
• Paid time off (vacation, sick, holidays) – up to 20 days per year.
• Professional development stipend and support for CMES certification.
• Remote‑friendly hybrid work model (2 days/week on‑site in Columbus, OH).

FAQ

• Do I need to be a licensed insurance agent? No, a licensing is not required for this role; however, obtaining a CMES certification is mandatory within the first six months.
• What is the expected start date? We aim for a start date within 2‑3 weeks of a successful background check.
• Is travel required? Minimal travel – primarily local visits to partner offices and occasional client meetings.
• Will training be provided? Yes, a comprehensive onboarding program (2 weeks) and ongoing education are provided.