Position Overview
Provide outcome-focused coaching and guidance to support contractor success, emphasizing regulatory compliance, documentation accuracy, and operational alignment with Medicare product knowledge, CMS requirements, carrier guidelines, and approved system usage.
Job Duties
- Provide access to optional coaching and guidance focused on documentation accuracy, regulatory compliance, and best operational practices.
- Provide training strictly on Medicare product knowledge, CMS requirements, carrier guidelines, required disclosures, and approved system usage.
- Ensure all coaching and training remains outcome-focused and does not direct how contractors conduct sales or daily operations; mandatory employee-style schedules, attendance requirements, time tracking, or fixed working hours shall not be established, except where narrowly required for compliance onboarding or system access authorization.
Minimum Qualifications
- Demonstrated experience coordinating multi-agent or multi-contractor sales workflows within Medicare Advantage (MA/MAPD), Prescription Drug Plan (PDP), and/or Medicare Supplement (Med Supp) distribution environments.
- Medicare sales and distribution experience with a strong understanding of field operations, contractor alignment, and enrollment cycle dynamics.
- Working knowledge of CMS Medicare marketing and sales compliance requirements, including documentation standards, disclosure obligations, and audit-readiness expectations.
- Strong written communication skills, including the ability to produce and maintain clear, current program documentation and executive-ready reporting.
- Demonstrated operational coordination experience in regulated sales environments.
- Ability to identify workflow inefficiencies, compliance risk indicators, and process gaps and escalate appropriately to Company leadership.
- Ability to operate independently while maintaining strict adherence to independent contractor boundaries and governance standards.
- Active health insurance licensure is in good standing if personally producing Medicare business under the engagement.
Employment: 1099 Contractor