Teams at Golden Heritage Insurance Agency LLC

Performs front-office and clerical duties, including greeting and checking in Medicare clients, answering phones, scheduling appointments, following up with prospective clients, supporting insurance enrollment inquiries, preparing marketing materials, assisting with outreach events, and maintaining HIPAA-compliant consent procedures.

Sell Medicare Advantage and Prescription Drug plans by identifying Medicare-eligible prospects, delivering presentations and seminars, conducting needs analyses, educating beneficiaries on Medicare options, enrolling members, maintaining stakeholder relationships, ensuring CMS compliance, and collaborating with sales leadership and cross-functional teams to meet sales targets.

Sell Medicare Advantage and Prescription Drug plans by identifying Medicare-eligible prospects, conducting needs analyses and presentations, enrolling members, attending community events, and maintaining stakeholder relationships. Ensure compliance with CMS rules, stay current on Medicare regulations, collaborate with sales leadership and cross-functional teams to meet sales goals and optimize processes.