Company Overview

Exact Medicare was founded with a clear vision: to simplify the complex world of Medicare for retirees and provide them with the confidence they need to make informed healthcare decisions. What started as a humble operation with a deep understanding of the challenges retirees face—endless mail, confusing options, and relentless calls—has since grown into something truly special. Today, we’re proud to be recognized as the fastest growing Medicare brokerage firm in America. We’ve expanded nationwide, bringing together some of the most trusted agencies in the country. Hundreds of independent licensed sales agents have joined our ranks, and we’ve attracted world-class talent to our corporate team. As we’ve come together and joined forces on this amazing journey, we’re all empowered by our core values, which drive everything we do.

Our Core Values

• Above Reproach: We uphold the highest standards of integrity in everything we do, ensuring that our clients can always trust us to act in their interests.
• Extreme Ownership: We take full responsibility for the quality of our service and the satisfaction of our clients. When challenges arise, we own them and work tirelessly to fix them.
• Culture of Candor: We believe in honest, transparent communication, both with our clients and within our team. We foster an environment where feedback is welcomed and acted upon, leading to continuous improvement.
• Atomic Growth: We are committed to personal and professional growth, embracing every opportunity to learn and evolve so we can better serve our clients.

Position Overview

The Sales Support Specialist is a developmental leadership role within Exact Medicare’s Medicare Sales organization. This position supports Sales Managers by providing administrative and operational support, assisting in performance monitoring, coaching W2 Licensed Medicare Sales Agents, reinforcing CMS and carrier compliance standards, and maintaining structured reporting and documentation controls. The Sales Support Specialist also sells at manager-level expectations while gaining hands-on leadership experience.

Job Duties

• Provide administrative and operational support to Sales Managers, including but not limited to managing reporting, documentation, and performance tracking.
• Support team sales production through pipeline monitoring, enrollment oversight, and process coordination.
• Reinforce CMS Medicare marketing regulations, carrier requirements, and Company compliance standards to ensure documentation integrity and audit readiness.
• Offer structured coaching and feedback to W2 Licensed Medicare Sales Agents to improve close rates, documentation accuracy, and customer experience.
• Assist Sales Managers in identifying performance gaps, operational inefficiencies, and compliance risks while modeling professionalism and operational discipline.
• Escalate issues, risks, or situations requiring formal decision-making to the Sales Manager; all final authority and decisions remain with the Sales Manager.
• Conduct individual sales activity in accordance with CMS marketing guidelines, carrier requirements, and Company standards, including presenting plan options to eligible beneficiaries, completing enrollment applications accurately, and meeting assigned sales production expectations.
• Performance expectations are structured across two balanced categories: Sales Production and Administrative Support. Both areas are integral to this role, and workload should be planned accordingly to ensure neither is compromised at the expense of the other.

Minimum Qualifications

• Active Health Insurance License in good standing in applicable states, with the ability to maintain licensure and continuing education requirements.
• Current Medicare certification and carrier readiness status, including completion of annual Medicare Advantage and Part D training requirements as applicable.
• Demonstrated Medicare Sales Experience, including Medicare Advantage (MA/MAPD) and Prescription Drug Plan (PDP) sales within a structured, compliance-driven environment.
• Proven Production Performance, with documented achievement of sales goals, enrollment targets, and quality standards.
• Working Knowledge of CMS Medicare Marketing Requirements, including required disclosures, documentation standards, compliant communication practices, and audit-readiness expectations.
• Understanding of Carrier-Specific Requirements, including contracting, Ready-to-Sell (RTS) status, application submission standards, and enrollment processing expectations.
• Leadership Readiness and Coaching Capability, including the ability to provide structured feedback, conduct call reviews, and support agent performance improvement.
• Operational Discipline, including experience managing dashboards, production metrics, CRM systems, and structured workflow processes.
• Strong Communication Skills, both written and verbal, with the ability to deliver clear expectations, reinforce compliance standards, and provide professional coaching.
• Professional Judgment and Accountability, with the ability to identify performance gaps, compliance risks, and operational inefficiencies and escalate appropriately.

Employment Type: Salaried Non-Exempt