Job Details

Company Description

Star Strategies Financial Network is a financial planning firm based in Wooster, Ohio, committed to personalized service and integrity. Our mission is to help individuals achieve financial security and independence, supporting a more secure and comfortable life—especially in retirement. By prioritizing our clients’ health and well-being, we develop tailored strategies and portfolios aligned with their health, wellness, and financial goals.

 

One of our greatest strengths is our talented, driven team, dedicated to helping seniors find Medicare plans that truly fit their needs—the right way. Through our one-stop shopping experience, clients can easily compare top national health insurance carriers, empowering them to choose coverage with confidence.

 

Job Description

This is a full-time, on-site role located in Wooster, OH, for a Medicare Advisor. The primary responsibilities include advising clients on Medicare plans, conducting consultations, and assessing healthcare insurance needs. The Medicare Advisor will review existing coverage, guide clients through plan options, and provide reliable recommendations tailored to individual situations. Additional tasks include staying informed of current Medicare regulations, managing client relationships, and delivering exceptional customer support.

Must currently hold an active Life, Accident and Health General Lines License for the state of Ohio.

 

Essential Duties as a full-time Medicare Advisor

• Conduct personalized needs analyses to understand customers’ Medicare coverage requirements.
• Educate and guide customers through available Medicare plan options to support informed decision making.
• Enroll customers in the most appropriate Medicare plans, ensuring a seamless and efficient experience.
• Deliver exceptional customer service by promptly and professionally addressing questions and concerns.
• Maintain up-to-date knowledge of Medicare regulations and industry trends to ensure accurate guidance.
• Collaborate with a team of experienced professionals to improve customer satisfaction and achieve shared goals.
• Participate in hosting/leading Medicare Workshops for the general public
• Updates the customer file in CRM with a summary of the interaction