Job Description

Welcome to Montage Health’s application process!

Job Description:

Position Summary

Engage potential customers on the phone, review benefit offerings, answer questions and provide options while serving as a consultant to assist callers in making the appropriate healthcare coverage decision for their situation and budget.


  • Work efficiently in a high-volume call center while maintaining a professional and polite manner
  • Help prospects navigate Medicare rules and enrollment questions
  • Conduct thorough needs analysis to assist prospects in making the appropriate healthcare decision
  • Document lead notes in a clear and consistent manner
  • Maintain records of potential clients within the Customer Relationship Management (CRM) tool
  • Adhere to telephonic enrollment scripts and other scripts as needed
  • Meet goals established for the position in the areas of performance criteria, quality assurance and attendance
  • Make outbound calls to potential and new members
  • Assist in outbound call campaigns to support internal departments
  • Maintain a comprehensive level of industry knowledge regarding Medicare Advantage insurance benefits and CMS regulations
  • Maintain personal licensing, registration and continuing education requirements with the State Department of Insurance
  • Follow the Aspire Health privacy policy, HIPAA laws, and regulations concerning confidentiality and security of protected health information
  • Other duties as assigned


  • Ability to work independently and accomplish duties in an effective and timely manner
  • Ability to listen skillfully, collect relevant information, build rapport, and respond to prospects in a compassionate manner
  • Exceptional customer service skills, with the ability to educate a variety of prospects, ranging from the highly educated to beneficiaries new to Medicare
  • Ability to analyze and successfully solve complex problems, exercising sound judgement at point of service
  • Ability to handle stressful situations in a professional manner, demonstrating excellent customer service at all times and ability to adapt to change
  • Exceptional communication and telephone skills
  • Exceptional organization skills   
  • Acts with integrity, consistently honors commitments, and takes responsibility for actions and words
  • Proficient data tracking skills and PC processing skills in a Windows based environment
  • Maintain knowledge of regulatory compliance and government programs, policies and procedures related to Medicare sales and marketing   
  • Knowledge of web-based applications, with the ability to educate and support prospects using online tools
  • Maintain knowledge of various community resources as well as State and Federal assistance programs

Position Requirements

  • Active California health insurance agent license
  • Bilingual in English and Spanish mandatory; with ability to demonstrate proficiency in both languages.
  • 1+ year Medicare sales experience
  • 1+ year inbound call center sales experience
  • Self-starter able to work within a team environment
  • Experience working in a high volume, high energy, fast-paced sales environment.
  • Experience in prospecting, cultivating, and maintaining new and existing relationships
  • Knowledge of and adherence to CMS guidelines and agency/regulatory requirements

Education       High school diploma or equivalent

Pay Rate

$22-25 per hour plus commission

Assigned Work Hours:

M-F, 8am-5pm, weekends and evenings as needed - remote

Position Type:



Application Instructions