[Remote] Licensed Medicare Sales Agent

Note: The job is a remote job and is open to candidates in USA. Ukiah Insurance Services LLC is hiring licensed Medicare sales agents to help California consumers understand coverage options and complete authorized enrollments. The role involves needs discovery, explaining and comparing plans, maintaining accurate records, and following Medicare and privacy requirements.

Responsibilities

• You will speak with Medicare consumers, understand their priorities, compare available options using approved tools, and assist with authorized enrollments
• You will help customers consider factors such as doctors, prescriptions, pharmacies, costs, geography, and coverage preferences without pressuring them or making unsupported promises
• Conducting professional, customer-focused Medicare conversations
• Asking thoughtful questions before discussing plan options
• Explaining information clearly and checking customer understanding
• Use integrated comparison, enrollment, and customer-management tools designed to simplify documentation and follow-up
• Completing accurate enrollment and post-call records
• Following Medicare, privacy, recording, and enrollment requirements
• Escalating questions when information needs to be verified
• Participating in training, coaching, and quality review
• Protecting customer information
• Maintaining required licenses and certifications

Skills

• Hold an active insurance producer license in good standing
• Hold, or can obtain, applicable California health insurance authority before selling
• Communicate clearly and patiently
• Listen before recommending
• Are comfortable working with customers and technology at the same time
• Take documentation and compliance seriously
• Ask for help rather than guessing
• Respond positively to coaching
• Can work independently and reliably
• Previous Medicare experience is preferred but not required for every licensed candidate
• Medicare Advantage or Part D sales
• At least one completed AEP season
• Ritter or similar comparison and enrollment platforms
• Carrier certifications
• Remote sales or contact-center work
• Recorded calls, structured quality review, and post-call documentation

Benefits

• Performance-based sales bonus for every Credited Sale, beginning with the first sale; no minimum-sales threshold before bonuses begin
• Remote-work flexibility or an in-office option in Ukiah, California
• Consistent Monday–Friday Pacific-time schedule
• Structured training, coaching, and sales support
• Modern comparison, enrollment, and customer-service tools
• Carrier contracting and appointments coordinated by UIS
• An opportunity to help shape a growing Medicare sales operation
• Approved remote employees receive a $75 monthly remote-work stipend, with any additional legally required reimbursement handled under the applicable policy
• UIS provides work equipment for employees based in the Ukiah office
• Applicable legally required sick leave
• Workers’ compensation and unemployment coverage
• Required leave
• Expense reimbursement

Company Overview