Agent in Training - Medicare
We’re hiring a full-time Medicare Agent in Training to join our local, independent insurance agency.
This is an in-office role based in Springdale, AR, focused on supporting Medicare clients and licensed agents while building toward a future role as a licensed Medicare advisor. The position starts in a support-heavy capacity and transitions into a hybrid support and sales role over time, with full advisor responsibilities developing as licensing and training progress (typically 12–18 months).
If you value structure, consistency, attention to detail, and want a clear path into Medicare sales, this role is designed for that progression.
Schedule: Monday–Friday, 8:00 AM – 5:00 PM
Location: In person - Springdale, AR
Pay: $36,000 - $42,000 (salary-based)
Potential bonus opportunities
What you'll do (Phase 1 – Training & support focus)
In the beginning, you will work closely with our principal agent and internal team to learn Medicare fundamentals, agency processes, and client management systems.
- Handle inbound client communication (calls, emails, texts) regarding Medicare coverage, billing, and plan changes
- Support licensed agents with applications, follow-ups, and carrier updates
- Maintain accurate client records in CRM systems
- Upload, verify, and organize compliance-related documentation
- Schedule appointments and coordinate client needs with carriers
- Learn Medicare products, workflows, and compliance standards through hands-on training
What this role develops into (Phase 2 – Hybrid support + sales)
As training and licensing progress, responsibilities expand to include:
- Direct client interaction with Medicare beneficiaries and warm inbound leads
- Assisting with plan recommendations and enrollment support under supervision
- Managing portions of the client lifecycle from initial inquiry through follow-up
- Increased ownership of client relationships and case management
- Transition into a licensed Medicare advisor role over time
This agency operates primarily through referrals and warm inbound inquiries, not cold outreach.
What we're looking for
- Strong digital literacy skills
- Verified typing speed of at least 50 WPM with 95% accuracy to successfully manage high-volume correspondence during busy season
- High attention to detail with consistent, accurate documentation and data entry
- Comfortable working across multiple systems and learning new tools quickly
- Ability to manage multiple tasks and follow structured workflows
- Clear, professional communication—especially over phone and email
- Dependable, consistent, in-office attendance
- Ability to handle confidential information with care and accuracy
- Able to pass background check and meet licensing requirements
- Willing to obtain insurance license within 6 months
- Licensed candidates are strongly preferred but not required
Role expectations
This is a structured, process-driven environment that requires:
- Full-time in-office attendance (Monday–Friday)
- Managing multiple tasks and client requests throughout the day
- Frequent phone and computer-based work
- Following established compliance and documentation procedures precisely
- Taking responsibility for accuracy and follow-through in all tasks
- Maintain confidentiality and properly handle sensitive personal and health-related information
What this role is NOT
- Not remote
- Not a low-activity or “light admin” position
- Not purely sales from day one
- Not a cold-calling sales role
Performance expectations
- Same-day response to client inquiries
- Maintain clean, organized, and accurate records
- Consistent execution of established workflows
- Continuously improvement in Medicare knowledge and carrier systems
- Growth in responsibility as training and licensing progress
Growth opportunity
This role is designed as a career pipeline into a Medicare advisor position within the agency.
- Paid licensing support and exam preparation
- Progression from support role → hybrid advisor role → full Medicare advisor
- Increasing client ownership and responsibility over 12–18 months
- Opportunity to build a long-term career in Medicare sales and advising within a stable, local agency
Interviews
Select candidates will be invited for an in-person interview.
We are an equal opportunity employer and provide reasonable accommodations in accordance with applicable laws.
