Broker Specialist in Philadelphia, PA at APEX Systems

Date Posted: 6/26/2018

Job Snapshot

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Job Description

Job #:  861813

Description: Broker Specialist 

This position reports to the Supervisor, Broker Medicare Resource Center, in the Government Markets area and works in the Broker Medicare Resource Center supporting the Broker Sales Channel.

Responsibilities include, but are not limited to, responding to complex telephone inquiries from external business partners, specifically brokers, General Agencies and Field Marketing Organizations in a professional, informative and courteous manner by both phone and email.  Qualifications require ability to apply skills and concepts with experience in three/four functional disciplines (Enrollment, Customer Service, Broker Services, Billing, etc.). High energy, enthusiastic, customer focused individual who is held to first call resolution (FCR) on most calls. Focused on inquiries requiring knowledge of Medicare Advantage and Medicare Supplement products, Sales, Marketing, Enrollment processing, Broker Certification and Appointment process, and CMS Marketing Guidelines.      

Please note: While the hours worked weekly will not exceed 37.5 hours,  From 10/1/17 through 12/7/17, the candidates submitted will need to have availability to work until 7PM Monday through Thursday. Also, there will be mandatory Saturday hours from 10AM to 2PM (once or twice a month).  All candidate submitted should be able to work the outlined schedule. Please do not submit candidates that cannot meet the schedule requirements. 

  • Requirements:Candidate must have an active Health and Accident license in both PA and NJ.
  • Handle all inbound and outbound calls with a sense of urgency, and meet company standards
  • Place return calls based on the commitment made to the customer
  • Build relationships and rapport with both internal and external customers and convey commitment to quality in each call
  • Provide accurate information relating to Medicare, IBCFOC’s Medicare insurance products/plans
  • Document appropriately based on internal policies and procedures
  • Research inquiries utilizing all internal resources such as online tools, and accessing other business unit SMEs
  • 4 year college bachelor degree preferred or 2 year associate degree and work related experience 
  • Minimum 2 years of Sales, Broker or Customer Service experience
  • Expert knowledge of Medicare and Medicare regulations from Centers for Medicare and Medicaid Services
  • Expert knowledge of Medicare Advantage, Medicare Supplement and Medicare Part D health plans and products
  • Successful completion of annual and ongoing Medicare Sales Training program
  • Dynamic, self starter, highly motivated, problem solver and the ability to work independently
  • Ability to adapt and manage all customer types (angry, confused, impolite, etc)
  • Excellent interpersonal, listening, written and oral communication skills
  • Excellent research capabilities and knowledge of cross functional business areas
  • Proficient with all Microsoft Suite and desk top software applications
  • Consultative selling skills to be utilized in suggesting approaches and value-added options









EEO Employer

Apex is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or 844-463-6178.