1

Medicare Transfer Agent Jobs (NOW HIRING)

Warm live-transfer lead flow after graduation from the training ramp. * Daily coaching, scripts ... Life, final expense, Medicare, door-to-door, call center, cold calling, outbound, appointment ...

Patient Services Agent

Miami, FL · On-site

$17.50 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Assist Medicare patients with transportation requests when needed • Transfer calls to the ... Agent, you will play an important role in helping patients access the care, information, and ...

Insurance Agent

Bowling Green, KY · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Insurance Agent

Bowling Green, KY · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

Life & Health Insurance Sales Agent

Austin, TX · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... calls, warm transfers, and call on warm leads of interested consumers. Bottom line, our agents ... Experience in Medicare products preferred but not required * 1+ year of sales experience required

Life & Health Insurance Sales Agent

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... calls, warm transfers, and call on warm leads of interested consumers. Bottom line, our agents ... Experience in Medicare products preferred but not required * 1+ year of sales experience required

Call Center Representative

Miami, FL · On-site

$17.50 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist Medicare patients with transportation requests when needed * Transfer calls to the ... Agent, you will play an important role in helping patients access the care, information, and ...

Call Center Representative

Miami, FL · On-site

$17.50 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist Medicare patients with transportation requests when needed * Transfer calls to the ... Agent, you will play an important role in helping patients access the care, information, and ...

Be Seen First

All inbounds and live transfers. Apply Today To Get Started Selling ACA, U65 and Medicare plans ASAP!!! We provide FREE LIVE TRANSFERS and INBOUNDS. There is no lead cost and no fees for LICENSED ...

New

... (SSIS) and ETL processes. Knowledge of SQL Server Agent jobs, scheduling, and automation ... Knowledge of DevOps, CI/CD pipelines, and automated deployment processes. Healthcare, Medicare, or ...

... (SSIS) and ETL processes. Knowledge of SQL Server Agent jobs, scheduling, and automation ... Knowledge of DevOps, CI/CD pipelines, and automated deployment processes. Healthcare, Medicare, or ...

Inside Sales Representative

Allentown, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What you'll do * Sell Health or Medicare insurance products to uninsured and underinsured ... Take transferred inquiries from lead qualifiers, own the sales cycle, and drive to close. * Present ...

Inside Sales Representative

Allentown, PA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What you'll do * Sell Health or Medicare insurance products to uninsured and underinsured ... Take transferred inquiries from lead qualifiers, own the sales cycle, and drive to close. * Present ...

Registration/ Billing Specialist

Kanab, UT · On-site

$16.50 - $22/hr

... Medicare Secondary Payer requirements, confirms required orders and authorizations, obtains ... or transfer; and do not discuss payment before stabilization. 11. Estimate patient responsibility ...

Showing results 21-40

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.

Is being a Medicare transfer agent worth it?

A Medicare transfer agent is responsible for processing and managing Medicare plan transfers, requiring attention to detail and knowledge of healthcare regulations. The role can offer steady employment and opportunities for advancement, often with training on specific software and compliance standards. Its worth depends on individual career goals and interest in healthcare administration.

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 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, individuals typically need a high school diploma or equivalent, and must complete specific training related to Medicare policies and procedures. Some roles may require familiarity with healthcare systems, customer service skills, and understanding of Medicare regulations, with certification often provided by relevant authorities or employers. Licensing or registration is generally not required, but adherence to federal and state guidelines is essential.

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.
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:

Infographic showing various Medicare Transfer Agent job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, and 9% Contract. Highlights an 63% In-person, 5% Hybrid, and 32% Remote job distribution.

Life Insurance Agent - Remote

Urrly

Dallas, TX • Remote

$45K - $60K/yr

Full-time

Re-posted 5 days ago


Job description

Life Insurance Agent

Location: Remote, United States
Primary job-board location: Dallas, TX
Employment Type: Full-Time
Compensation: $45,000-$60,000 base salary plus uncapped commission
On-Target Earnings: Up to $200,000 for agents who successfully ramp and meet performance expectations
Company: Confidential independent insurance agency

Overview

We are hiring a Life Insurance Agent for a fast-growing independent insurance team focused on whole life and final expense sales. This remote role is listed in Dallas, TX for job-board distribution, with candidates supporting customers across U.S. time zones.

This is a full-time employee position. No fees or upfront investment are required from candidates.

This role is for hard-working, ethical, coachable sales professionals who want strong earning potential and are comfortable operating in a high-accountability sales environment. The company invests in high-quality lead flow and generates a high volume of customer demand internally. After training, the expectation is simple: convert qualified leads at a high rate, do it the right way, and use the company's system to build consistent income.

Direct life insurance sales experience is welcome, but it is not the only path in. If you have an active life insurance license and a resume that shows top-performer results in door-to-door, cold calling, outbound, appointment setting, call center sales, or another high-volume sales environment, this team wants to talk. Licensed candidates without direct life insurance experience may start at the lower end of the posted base range, but the commission opportunity is the same if they ramp quickly.

Why People Lean In
  • $45,000-$60,000 base salary plus uncapped commission.
  • Up to $200,000 in on-target earnings for agents who successfully ramp and meet performance expectations.
  • Company-paid leads and internally generated customer demand.
  • Warm live-transfer lead flow after graduation from the training ramp.
  • Daily coaching, scripts, role play, AI practice tools, and a clear operating system.
  • Support for additional state licenses, continuing education, and ongoing carrier needs.
  • A performance-driven environment where strong salespeople can build meaningful income over time.
Training and Ramp
  • Week 1: Classroom training on product, process, scripts, systems, and expectations.
  • Weeks 2-3: Outbound dialing to missed appointments to learn the sales motion and build activity discipline.
  • Week 4: Inbound calls, graduation, and preparation for warm live transfers.
  • After graduation: Warm live-transfer lead flow for agents who close at the required standard.
  • Every day: 9:00 AM Eastern team meeting, coaching, alignment, and performance focus.
What You Will Do
  • Sell whole life and final expense solutions through a high-volume phone-based sales process.
  • Convert qualified paid and internally generated leads at a high rate after training.
  • Start by outbound dialing missed appointments, then move into inbound and warm live-transfer lead flow as you ramp.
  • Use company-provided leads, scripts, role plays, and coaching tools to improve every week.
  • Follow the company's process, sell ethically, and make sure customers understand what they are buying.
  • Maintain activity, CRM, follow-up, and performance discipline in a remote environment.
  • Build consistent performance across activity volume, applications, placed premium, policy count, and close rate.
What You Bring
  • Active life insurance license in at least one U.S. state.
  • High accountability and comfort working in a performance-driven sales environment.
  • Life, final expense, Medicare, door-to-door, call center, cold calling, outbound, appointment-setting, or other high-volume B2C sales experience.
  • Proof that you can sell: quota attainment, leaderboard performance, awards, production metrics, strong close rates, or consistent top-performer results.
  • No direct life insurance sales experience is required if you have an active life license and a strong high-grit sales record.
  • Ability to complete or transfer required carrier appointments/releases quickly, especially Americo and Mutual of Omaha.
  • Comfort with coaching, role play, CRM discipline, and performance feedback.
What Success Looks Like
  • You consistently attend the daily team meeting and use coaching to improve.
  • You handle outbound missed-appointment dialing without losing energy or accountability.
  • You convert qualified customers through clear, ethical, trust-building conversations.
  • You build activity volume, applications, placed premium, policy count, and close-rate momentum.
  • You operate cleanly with scripts, CRM notes, carrier rules, and customer expectations.
  • You build toward on-target earnings by following the process, improving conversion, and meeting performance expectations.
Carriers and Licensing Support

Core carriers include Mutual of Omaha, Americo, Aetna, Royal Neighbors, and American Amicable.

An active life insurance license is required. Americo and Mutual of Omaha readiness matters immediately; if you are not already appointed, you must be able to complete required appointment or release steps quickly so production is not delayed.

The company can support additional state licenses for strong agents and pays for continuing education.

Additional Details

Compensation includes a $45,000-$60,000 base salary depending on experience, plus uncapped commission. Licensed candidates without direct life insurance experience may start at the lower end of the base range.

Agents who ramp successfully and meet performance expectations can earn base salary plus uncapped commission, with on-target earnings up to $200,000.

This is a full-time employee position. No fees or upfront investment are required from candidates.

Benefits
  • Company-paid leads.
  • Licensing, continuing education, and additional state appointment support for strong performers.
  • Daily coaching and sales development.
  • AI role-play and internal sales support tools.
  • Warm live-transfer lead flow after graduation from the training ramp.
  • A clear sales system designed to help strong performers build consistent income.
Equal Opportunity Statement

Employment decisions are based on qualifications, experience, business needs, and role-related requirements. The company does not discriminate based on protected status. Urrly reviews applications against job-related factors such as skills, certifications, and experience.

Apply Now

Apply now and get a response within 24 hours.

Employment Type: FULL_TIME