Responsibilities

• Serve as the primary point of contact for Medicare beneficiaries in the Colorado Springs area, providing accurate and compassionate information about coverage options, enrollment processes, and benefits.
• Conduct in‑person, phone, and virtual consultations to assess client needs and recommend appropriate Medicare plans.
• Maintain up‑to‑date knowledge of federal and state Medicare regulations, policy changes, and local community resources.
• Coordinate appointments, follow‑up calls, and documentation with healthcare providers, insurers, and social service agencies.
• Enter and manage client data in the Center’s secure CRM system, ensuring confidentiality and compliance with HIPAA.
• Participate in community outreach events, workshops, and health fairs to promote Medicare education.
• Collaborate with the Center’s leadership team to identify service gaps and suggest process improvements.

Requirements

• High school diploma or GED required; Associate’s or Bachelor’s degree in health administration, social work, or related field preferred.
• Minimum 2 years of experience in customer service, health insurance, or social services, preferably with Medicare/Medicaid.
• Strong understanding of Medicare Parts A, B, C, and D, as well as enrollment procedures.
• Excellent verbal and written communication skills; ability to explain complex information in plain language.
• Proficiency with Microsoft Office Suite and experience using CRM or case‑management software.
• Demonstrated ability to handle sensitive information with discretion and adhere to HIPAA standards.
• Bilingual (Spanish) is a plus but not required.
• Must be eligible to work in the United States and pass a background check.

Benefits

• Competitive salary with performance‑based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with employer match.
• Generous paid time off (vacation, sick leave, and holidays) – starting at 15 days per year.
• Professional development stipend for certifications, conferences, and continuing education.
• Employee Assistance Program (EAP) and wellness resources.
• Flexible scheduling options and remote work days (up to 2 days per month).
• Supportive team environment with regular training and mentorship.

FAQ

Q: What is the typical career path for this role?
A: Advisors often advance to Senior Advisor, Team Lead, or Center Manager positions, with opportunities to specialize in compliance, outreach, or training.

Q: Is remote work allowed?
A: While the role is primarily onsite at our Colorado Springs Center, we offer up to two remote work days per month to support work‑life balance.

Q: What are the hours for overtime?
A: Overtime is occasional and compensated at the standard overtime rate, typically during enrollment periods or community events.

Q: Do you provide a uniform or dress code?
A: Business casual attire is required; the Center supplies branded name badges and optional polo shirts.

Q: How does the Center support continuing education?
A: We allocate an annual stipend for certifications, webinars, and conferences related to Medicare and health services.