Agent Sales and Training Representative (Medicare)

About Us

We are a very profitable and fast-growing healthcare startup—a small and mighty team of 200 helping people find and enroll in ACA health coverage. As the largest health insurance exchange for the ACA, enrolling more individuals than healthcare.gov and all our competitors, we have helped over 10 million people enroll in health coverage to date in 2024. We're a mission-driven team that advocates for and cares deeply about the people we serve.

We're a double bottom-line company: revenues and enrollments in ACA coverage. The ACA brings high-quality, comprehensive, affordable health coverage within reach for low-income Americans, and we exist to make that promise a reality. Your contribution will help hundreds of thousands of people navigate the complex and confusing health insurance industry and enable them to access health care when needed.

We are committed to building a team balanced in representation to serve best the people who use our products. We believe in creating inclusive and equitable spaces that build trust and respect and foster a sense of belonging. These values are at the core of our culture and will continue to lead our organization to successful outcomes.

About the Role

The Agent Sales and Training Representative will be an important member of the Growth team, driving agent sign-ups and supporting the growth of the Medicare sales platform. Your role will involve proactive outreach, personalized training for agents, and collaborating with the ASAT and ACA teams to boost Medicare enrollments.You will report to the Agent Sales and Training Manager.

You Will:

• Be the primary contact for agents interested in the HealthSherpa Medicare platform and engage with newly signed-up agents (new NPNs), offering personalized support and training through email, text, chat, and calls

• Deliver one-on-one training sessions, answer onboarding questions, and guide agents through the HealthSherpa Medicare platform

• Work with the ASAT and ACA teams to establish referral processes for agents transitioning from ACA to Medicare

• Log all interactions in HubSpot, ensuring accurate tracking of agent progress and a seamless sales process, while also developing the Medicare HubSpot and contributing to process improvements to improve agent conversation and performance metrics

• Work with the Training and Education Department (TED) to develop and refine training materials, sales scripts, and other resources tailored to meet Medicare objectives

You Have:

• 2+ years of experience in a sales, customer support, or training role

• Experience in or exposure to Medicare brokerage and sales with an understanding of the Medicare landscape

• Experience with CRM tools like HubSpot

• Bonus: Bilingual (English & Spanish)

• Bonus: Health Insurance License

• Bonus: AHIP Certified

What We Offer (Full-time, Not Temporary/Not Seasonal)

• Remote-first company (US-based remote only)

• Great compensation package at a high-growth, profitable company

• Excellent benefits package that includes health, vision, and dental coverage for you, your spouse, and dependents

• HSA/FSA options with corresponding contribution limits

• Monthly grocery stipend and home internet reimbursement

• 401K w/ a match after a grace period

• Life and AD&D coverage

• Disability insurance (Short and Long Term)

• Parental leave

• Four (4) weeks of paid vacation in addition to paid holidays

• Home office budget for remote team members

• Mental health and other wellbeing support programs through a partner network
  

We welcome and encourage people of diverse backgrounds, experiences, identities, abilities, and perspectives to apply. We are an equal-opportunity employer and a fun place to work. Come join the team at HealthSherpa!