Health Insurance Advisor

ROLE:Health Insurance Advisor

WHAT WE DO:

At Doctor’s Choice, we strengthen trust in society by providing service that “WOWS!” We don’t just say that, we mean it and we do it every day. Working at Doctor’s Choice brings tremendous growth. There will be long days and incredible challenges, but the reward will be contributing to something that is larger than yourself. We want you to bring the hustle, grit, and passion to everything you do here. You will be expected to take high ownership and improve yourself constantly. You will be held accountable to our 6 Core Values and will be expected to hold your teammates accountable as well. The values are what unify us and allow us to make the impact that we do. They are crucial on our mission to help 1 Million people transition to better health care coverage.

Doctor’s Choice helps individuals navigate the maze of Medicare. We work nationally with retirees who are looking to transition their Health Insurance from their employer coverage to Medicare and beyond. By combining our world-class advocacy, constant innovation, and unique technology, we provide peace of mind around healthcare at a time when most individuals need it the most.

Visit our website for more info: www.doctorschoiceusa.com and check out our instagram @doctorschoiceusa

WHO WE ARE:

We hold ourselves accountable to our core values that we live and breathe by. These values make up how we do the work here at Doctor’s Choice. They enable us to be who we are and stay committed to our team and our customers.

• We genuinely care: We genuinely care for our team members, our clients and their families. We thrive on listening to and serving people beyond what is typically expected in a business relationship.
• We are trustworthy: We build trust through transparency, straightforwardness and not playing games. With honesty as the greatest tool in our toolbelt, we believe in over communicating vs. under communicating internally and externally.
• We continuously innovate: We partner with companies to promote growth, culture and evolution of technology. Ongoing development & continuing education of our team members is essential to how we promote innovation.
• We overdeliver: We are accountable for our actions. If we say we are going to hit a deadline, we do everything we can to hit the milestone. We are not afraid to ask for help when needed or to own the communication of potential blockers that could put a deadline in jeopardy.
• We effectively communicate: We are non hierarchical both internally and externally with our clients, leaving our egos at the door. We earn trust with each other by the way we intentionally step up to solve challenges resulting in lasting team member & client relationships.
• We work hard and have fun: We value our remote culture and we go out of our way to ensure our team is successful & doesn’t feel isolated. We celebrate our growth, wins and each other for the commitment to our day to day work.

WHY JOIN OUR TEAM:

If you have ever helped a loved one review Health Insurance options, you know it can be a nightmare. Often, individuals have to coordinate with their employer, the federal government, and over 2000+ insurance options across 50 states to get coverage when they retire or turn 65. Furthermore, the plan they pick may impact their ability to afford the cost of living in retirement. Our goal is to provide peace of mind to our clients as the person to call if there is ever an issue with their Health Insurance. By joining our team, you will get to do this kind of impactful work with an awesome team. You will be helping them overcome their fears of affording healthcare and support them as they approach retirement. As you do this, you will also be working with a team where:

• Your Voice Counts – Team members may own specific roles, but everyone has a say when we set goals and make plans. We value your input and experience.
• High Trust – We create a high trust & transparent environment where you can be yourself. We aim to provide clarity, ownership and the opportunity to do meaningful work.
• Opportunity for Growth – Be a part of a talented team where you will be challenged each and every day. We have fun and we make BIG things happen together. We are growing and need innovative ideas. It is a chance to get in and make an impact.
• Work with Great People – Be a part of a talented team where you will collaborate and excel in a highly motivating environment.
• Company Culture – Our team makes us who and what we are and helps pave the path to the future. We meet regularly to talk about what we need to start doing and stop doing, we meet quarterly in person to plan, set goals and have fun celebrating wins, and laugh a lot together.
• Learn Always – You will not only become a subject matter expert, you will learn how the federal health care systems works internally.
• Meaningful Impact – Be a part of something bigger than yourself, and join us in the impact that we are making in healthcare.
• Purposeful Work- This is not a direct sales position nor a call center. You’re a case manager to make sure your clients Health Insurance needs are taken care of.
• Remote Work from Home Position- the ideal candidate is located within 50 miles of Orlando, FL so that travel to our quarterly meetings are not a problem.

Enough about the business and what we’re doing in the world. Time to get to the reason you chose to read this. We are looking for a specific person who loves and cares about people and the impact and connection they have with the elderly. This role mainly allows you to hear awesome stories about people’s lives WHILE you get to strengthen trust with them in giving them awesome access to great healthcare.

WHO YOU ARE:

Do you love to…

• Connect with others and brighten their day?
• Genuinely help people?
• Smile and help others feel welcomed and comfortable?
• Step in and help when someone is in need? (clients and team members)
• Creatively problem solve?
• Come up with ways for better efficiency and experiment to see what works?
• Help stressful situations become less stressful by your calm and confident approach?

If you find yourself loving all of these, then keep reading! This job may be just the job for you!

(Pro-tip: If you don’t love to do all of those things, this may be time to part ways in this job description. Good luck to you in your future role!)

Are you ...

• Consistently thinking of others and their needs?
• Able to multitask in a very fast pace setting?
• Good at taking feedback from others around you and trying things different ways?
• A lover of learning and problem-solving?
• Able to keep a calm and respectful approach in conversations that may be uncomfortable?
• Incredibly efficient–can act quickly and effectively?
• Confident and outgoing?
• Someone who can alleviate anxious clients’ concerns and help them feel more comfortable?
• Compassionate and empathetic towards a client in pain?
• Impeccably organized?
• Able to anticipate needs of those around you and be self guided?
• Someone who has excellent communication skills?
• Willing to learn basic Health Insurance terminology, including becoming licensed to do so within 6 weeks of hire (we help train and pay fees associated with this requirement)?
• Can stay on task while having interruptions throughout the day?
• The ability to look a few steps ahead and problem solve?
• A team player with the goal of making things better for all those around you?
• Personally motivated to improve the success of the office and fellow team members?

The role depends on someone who prioritizes their work as a reflection of their character. You are someone who really, genuinely cares about the individuals you connect with every single day.

WHAT YOU WILL BE DOING:

We’re looking for a talented Health Insurance Advisor to help our clients learn about and enroll in Health Insurance, specifically Medicare. Become a subject matter expert in Medicare plan benefits and guide beneficiaries through the enrollment process. This role requires someone who loves talking to and helping people, has a passion to improve healthcare, and thrives on solving complex situations from start to finish.

DAILY EXECUTION EXCELLENCE:

You’ll be…

• Continuously learning about the complex topic of Medicare Health Insurance in order to become a topic expert in how Medicare insurance plans work.
• Conducting phone and Zoom consultations to help individuals who are planning for Medicare decide on the right course of action given their current situation.
• Helping individuals through a myriad of customer service and paperwork (via PandaDoc) so that they can get access to the Health Insurance they need.
• Constantly engaged with your clients via phone and e-mail to make sure they’re meeting deadlines and doing the right things to avoid penalties and ensure continuous coverage.
• Managing internal project/cross-team collaboration for driving solutions to deliver to the client and serve as their advocate.
• Attending virtual internal team meetings to assist the engineering and operations team and gain insight to effectively manage business.
• Ensuring client satisfaction by helping to facilitate communication and problem resolution.
• Anticipating client issues and responding proactively.
• Using Salesforce and other software to document client interactions and progress towards enrollment in Health Insurance.
• Conducting strategic meetings with the CEO quarterly.
• Other office/sales tasks as needed.

THIS JOB IS FOR:

Someone who has…

• Minimum 5-10 years Customer Service Experience is Preferred.
• Health Insurance or relevant experience is Required.
• Experience in modern cloud and mobile technology stacks.
• Excellent written and verbal communication skills.
• Strong Presentation and Closing Skills
• Comfortable Working in a Fast-Paced Environment.
• Strong Organizational and Time Management Skills.
• Self-Motivated and Goal Driven.
• Excellent Customer Service Skills.
• Work Well in a Team Environment.
• Willingness to travel occasionally to meet your goals. (We meet quarterly in Orlando to make goals and review our progress towards existing goals, otherwise we are a 100% remote company).
• willing to help
• common sense
• quick learner/knowledge retention,
• always shows up,
• doesn't let anything fall in the cracks
• honest about mistakes
• personable/friendly/easy to talk to/likeable, good listener
• critical thinker: can apply to process to each unique client situation
• upholds our standards as non-owner
• able to continuously suggest improvements
• loyal (stays a long time to retain clients, knowledge, simplify book of business and licensing transfers)
• Love talking to people on the phone or via web conference (such as Zoom)
• Helped a loved one through complex health situation
• Are well organized and responsible
• Obsessed about finding solutions to complex problems
• Don't let things fall through the cracks

THIS JOB IS NOT FOR:

Someone who is…

• Defensive and unable to take constructive feedback from their team members.
• Not willing to look for ways to improve.
• Not willing to put time into understanding and exploring better ways to do things.
• Only willing to do what is “my job” and not looking to help others.
• Complacent, waits to be told what to do.
• Not able to communicate well with team mates and clients.
• Not looking to contribute to the overall direction of our company. (We want your input!)
• Hides mistakes until they are too big to hide.
• Slow to respond to clients, frequently away from the desk.
• Unable to learn/recall details.
• Quiet/shy, hesitant/not confident communicator.
• Lacking a quiet, focused home working environment.
• Not organized/doesn't document things timely.
• Not in it for the long-term.

Doctor’s Choice offers an opportunity to work with a fast-growing entrepreneurial company with huge growth potential and the opportunity to earn a performance-based year end bonus.

If you have reached this point and resonated with the ideal candidate we are looking to join our team, it’s time for you to apply! Please submit your cover letter and resume to with the subject “I’M IN!”

We look forward to hearing from you.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Remote

Work Location: Remote