• Bachelor’s degree in a related field and/or equivalent experience and training
• 3+ years of customer service, sales support, or related experience
• Life and Health license (or within 120 days of hire)
• Knowledge of Medicare Advantage, CMS marketing regulations, and state marketplace requirements
• Strong verbal and written communication skills
• Ability to manage multiple priorities and communicate effectively by phone and email
• Proficiency with Microsoft Office Suite and CRM systems
• Strong organizational skills and attention to detail
• Ability to work independently and as part of a team
• Demonstrated commitment to excellent customer service
• Ability to learn quickly and master new systems and processes
• Ability to interpret product benefits, contracting requirements, and enrollment procedures to provide agent support
• Analytical skills to identify trends in agent feedback or service gaps
• Working knowledge of CRM workflows, communication protocols, documentation standards
• Medicare Advantage or health insurance industry experience
• Salesforce experience
• CMS compliance and regulatory knowledge
• Experience with lead management and CRM systems
• California Department of Insurance Health and Accident License
• Healthcare compliance training or certification
• Bilingual capabilities (Spanish preferred)