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Trucordia

Licensed Insurance Sales Agent – BPO

Trucordia

. Handle inbound and outbound calls to prospective clients .

Posted 9/26/2026full-timeRemote • North Carolina • United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • Handle inbound and outbound calls to prospective clients
  • Create a friendly and inviting atmosphere to discuss Aetna’s Medicare plans
  • Clearly explain Medicare options, benefits, and enrollment processes
  • Ensure clients feel informed and confident in their choices
  • Understand each client’s unique needs and adapt the approach to provide tailored solutions
  • Foster trust and rapport with clients through an outgoing personality and cooperative attitude
  • Track leads and follow up promptly
  • Maintain accurate records of client interactions

Requirements

What you’ll need
  • Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry
  • Passion for helping others and a commitment to excellent customer service
  • Strong verbal communication skills, with the ability to convey complex information clearly and effectively
  • Ability to build rapport with clients, understand their needs, and provide tailored solutions
  • Stay updated on Medicare products, services, and industry trends
  • Proficient in Microsoft Windows environment and multiple CRM software systems
  • Self-motivated with a powerful desire to succeed and achieve high performance
  • Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail
  • Flexibility to adjust strategies based on client needs and feedback
  • Valid Resident State Health Insurance (Required)
  • Continuing Education (CEs) are up to date (Required)
  • High School Diploma or GED
  • Preferred: 1 year Sales Experience
  • Preferred: 1 year Medicare Advantage
  • Preferred: 1 year outbound dialing

Benefits

Comp & perks
  • Medical, Dental, Vision Life Insurance and AD&D
  • FSA / HSA
  • Accident Critical Illness Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K