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Medicare Transfer Agent Jobs (NOW HIRING)

The Sosa Insurance Group

Broker/Agent

West Orange, NJ · On-site

$75K - $91K/yr

We specialized in Medicare Supplement, also known as Medigap, Medicare Advantage, Medicare and ... Energetic about sales and is able to transfer that energy over the phone and/or in person.

Next Step Insurance LLC

WI · On-site

$50 - $80/hr

... transfers, claim submissions and billing clarification * Follow up with clients, helping with ... and Medicare Insurance Brokerage offering the best products for our area from many different ...

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Davis Insurance Inc

Insurance Agent

Bowling Green, KY · On-site

$50K - $70K/yr

... Medicare. With offices in Bowling Green and Leitchfield, we're built on long-term client ... transfers. You'll write a mix of personal and commercial lines, with full carrier access and the ...

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Medicare Transfer Agent information

What is a Medicare Transfer Agent?

Medicare Transfer Agents are professionals who assist individuals in transitioning their Medicare coverage, such as when moving between states, changing plans, or transferring benefits to a new provider. They help clients understand their options, complete necessary paperwork, and ensure compliance with Medicare regulations during the transfer process. Their role is crucial in making the transition smooth and avoiding lapses in coverage. Transfer agents often work with insurance companies or agencies specializing in Medicare services.

What are the key skills and qualifications needed to thrive as a Medicare Transfer Agent?

To excel as a Medicare Transfer Agent, you need a solid understanding of Medicare policies, enrollment processes, and strong customer service skills, often supported by relevant training or certification in health insurance. Familiarity with CRM software, call center systems, and Medicare enrollment platforms is typically required. Outstanding communication, patience, and attention to detail help agents effectively guide clients and resolve issues. These skills are crucial for ensuring accurate enrollments, regulatory compliance, and excellent service to Medicare beneficiaries.

What are some common challenges Medicare Transfer Agents face when assisting clients with plan transitions?

Medicare Transfer Agents often encounter challenges such as navigating complex regulations, ensuring accurate and timely documentation, and helping clients understand intricate plan differences. Agents must be detail-oriented to avoid processing errors and maintain compliance with federal guidelines. Additionally, they frequently address clients’ concerns about coverage continuity and costs, requiring clear communication and problem-solving skills to facilitate a smooth transition between plans.

What is the difference between Medicare Transfer Agent vs Medicare Claims Processor?

AspectMedicare Transfer AgentMedicare Claims Processor
Primary RoleHandles the transfer of Medicare beneficiary records and account information between entitiesProcesses and adjudicates Medicare claims for payment
Required CredentialsTypically requires knowledge of Medicare policies, data management skills, and relevant certificationsRequires understanding of claims processing, coding, and Medicare regulations
Work EnvironmentOffice setting, often within healthcare or insurance organizationsOffice-based, within healthcare insurance companies or government agencies
Industry UsageCommonly employed by Medicare administrative contractors and healthcare providersUsed by insurance companies, government agencies, and healthcare providers

The main difference is that Medicare Transfer Agents focus on transferring beneficiary records between entities, while Medicare Claims Processors handle the processing and payment of claims. Both roles require knowledge of Medicare policies but serve distinct functions within the healthcare administration process.

How do you become a Medicare transfer agent?

To become a Medicare transfer agent, candidates typically need a high school diploma or equivalent, relevant experience in healthcare or insurance, and knowledge of Medicare policies. Certification or training in Medicare regulations may be required, and strong communication and organizational skills are essential for managing beneficiary information and transfers.

Is being a Medicare transfer agent worth it?

A Medicare transfer agent handles the transfer of Medicare beneficiaries' information between insurance providers, requiring attention to detail and knowledge of healthcare regulations. The role offers steady employment with opportunities for advancement, often involving administrative tasks and customer service. Compensation varies by location and experience, and certification may enhance job prospects.
More about Medicare Transfer Agent jobs

What cities are hiring for Medicare Transfer Agent jobs?

Cities with the most Medicare Transfer Agent job openings:

What states have the most Medicare Transfer Agent jobs?

States with the most job openings for Medicare Transfer Agent jobs include:

What job categories do people searching Medicare Transfer Agent jobs look for?

The top searched job categories for Medicare Transfer Agent jobs are:

Medicare Transfer Agent jobs near you
Infographic showing various Medicare Transfer Agent job openings in the United States as of August 2026, with employment types broken down into 73% Full Time, 9% Temporary, and 18% Contract. Highlights an 55% In-person, and 45% Remote job distribution.

Licensed Medicare Agent

PeopleShare

San Antonio, TX • Remote

$20/hr

Full-time

Re-posted 28 days ago

Job description

PeopleShare is hiring for already licensed Medicare agents. Need to have at least 1 full year of Medicare sales experience. This is a fully remote position with growth opportunities.
 
Licensed Medicare Agent Details:
Remote position
Company provides computer equipment
Schedule: Mon- Fri 10:15am-7pm EST, 11:15am-8pm EST, or 2:15pm-11pm EST 
Pay Rate: $20 hour plus commissions
   
Licensed Medicare Agent Job Description: 
Handle outbound sales inquiries to effectively sell health insurance plans and products via phone to customers (no cold calling)
Quickly grasp new concepts and product offerings, including Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and other ancillary health products
Provide excellent consumer experience for all callers and be passionate about helping the senior community
Guide consumers through the health insurance policy selection and application process and serve as subject matter expert for health insurance enrollments
 
Licensed Medicare Agent Job Requirements:
Previous Medicare Advantage insurance sales experience required including with d-snp and an active health license in your resident state
Has worked for major Medicare carriers 
Highly driven and competitive in nature, professional and a motivated self-starter
Excellent communication and interpersonal skills, with ability to demonstrate outstanding customer service
Computer proficiency, including the Microsoft Office Suite
 
 
Text "JOBS" to (1-610-795-2775) to answer a few questions and connect with a Recruiter!
 
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics. IND7
  PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #IND7
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About PeopleShare

Sourced by ZipRecruiter

Whether you’re a job seeker or a hiring manager, we have the experience, expertise and resources to provide hiring solutions that work for you. We specialize in temporary, temp-to-hire, and direct hire staffing roles in the clerical, financial and light industrial sectors. PeopleShare connects employers and temporary employees who hit the ground running on day one.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Collegeville, PA, US

Year founded

2005

Social media

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