About the role
Description About Connie Health Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their
benefits. Our culture is mission-driven, collaborative, and innovative , as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members. At Connie Health, we’re revolutionizing the way older Americans navigate Medicare. As we expand into new and existing markets, we’re seeking a Medicare Field Agent Role Overview The Medicare Field Agent is a community-facing role responsible for building and deepening relationships with provider groups—physician offices, clinics, and medical groups—across an assigned territory. Through regular in-person visits, the agent positions Connie Health as the trusted Medicare advisor for providers and their patients, drives referral volume, and supports beneficiaries in selecting the Medicare coverage that best fits their needs. This is a field-based role with significant local travel. KEY
RESPONSIBILITIES Provider Relationship Development • Develop and maintain face-to-face relationships with physicians, office managers, and clinical staff across an assigned panel of provider groups. • Serve as the primary point of contact between Connie Health and contracted and prospective provider partners. • Conduct in-service presentations and educational sessions to inform provider staff about Connie Health's services and Medicare plan options. • Build a consistent visit cadence and territory routing plan to maximize provider coverage and engagement. Referral & Membership Growth • Drive Medicare Advantage and supplemental enrollment growth by generating provider-sourced referrals. • Develop provider-specific outreach plans to meet membership and referral targets within designated medical groups. • Identify and pursue new provider partnership opportunities to expand market presence. • Track activity, referrals, and outcomes in the CRM and report progress against goals. Beneficiary Support & Compliance • Educate Medicare beneficiaries on plan options in a clear, compliant, and consultative manner. • Ensure all activities adhere to CMS marketing guidelines, HIPAA, and company compliance policies. • Coordinate with internal sales, operations, and member support teams to resolve provider and member issues. • Represent Connie Health at community events, health fairs, and provider-hosted events as needed.
