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Medicare Transfer Agent Jobs (NOW HIRING)

AWL

Life & Health Insurance Sales Agent

Austin, TX · Remote

... 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

AWL

Life & Health Insurance Sales Agent

Austin, TX · On-site

... 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

Quoddaa

Be Seen First

Health Insurance Sales Agent

Fort Lauderdale, FL · Remote

$62K - $158K/yr

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 ...

Virtusa

SQL Server Database Developer

New York, NY · On-site

... (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 ...

KCH Career Page

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 ...

Mira Mace

Senior AI Engineer -- Voice

San Francisco, CA · On-site

$140 - $200/hr

ABOUT US Mira Mace pairs Medicare beneficiaries with a dedicated healthcare advocate who navigates ... If you've shipped a production real-time voice agent, we want to talk. RESPONSIBILITIES * Own the ...

My Senior Health Plan

Sales Representative

Brentwood, TN · On-site

$57K - $107K/yr

... live transfers to licensed agents.Use sales tactics to nurture leads and meet or exceed sales targets.Stay informed about Medicare products and insurance basics.Consistently meet sales and ...

My Senior Health Plan

Sales Representative

Brentwood, TN · On-site

$57K - $107K/yr

My Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a ... Willingness and ability to become a licensed sales agent (all materials and training provided by My ...

Mira Mace

Senior AI Engineer - Voice

San Francisco, CA · On-site

$123K - $169K/yr

ABOUT US Mira Mace pairs Medicare beneficiaries with a dedicated healthcare advocate who navigates ... If you've shipped a production real-time voice agent, we want to talk. RESPONSIBILITIES * Own 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 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Agency Relations Coordinator

Integrity Marketing Group

Cedar Falls, IA • On-site

Full-time

Re-posted 3 days ago

Integrity Marketing Group rating

7.7

Company rating: 7.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

15th of 50 rated marketing agency

Job description

About the Company
Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. At Integrity, we help people prepare for the good days ahead. We strive to make the process of securing health and financial well-being simpler, more beneficial and ultimately more human. By connecting people to the opportunities and relationships they need, we're helping them make the most of what life brings. With a workforce that stretches across the nation, Integrity connects service and empathy with technological expertise to develop products that take care of consumers. Integrity couples personal support with advanced services at scale to help our partners continue to grow meaningful relationships and position their businesses to thrive.
PIPAC is an Integrity partner delivering enterprise class technology, nationwide carrier access, and full back-office support across Medicare, ACA, Group, Life, and Annuities-paired with the personalized service agents expect from a true partner.
We have immediate opening for an Agency Relations Coordinator! in Cedar Falls, IA!
About the Role
This is a fantastic opportunity for an early-career professional who is eager to learn, grow, and gain hands-on experience in operations, administration, and relationship management. As an Agency Relations Coordinator, you will be responsible for supporting agent onboarding, licensing, and contracting activities while building strong partnerships with agents and insurance carriers.
Responsibilities
Licensing & Contracting
  • Process agent contracting for health, life, and annuity carriers in an accurate and timely manner
  • Track and follow up on pending contracts with carriers and agents
  • Obtain and verify licenses; monitor and notify agents of upcoming expirations
  • Maintain contracting requirements, SOPs, and carrier-specific guidelines
  • Issue writing numbers, onboard new agents, and process terminations (with approval)
  • Support commission assignments and book-of-business transfers

Agent Onboarding & Support
  • Guide new agents through onboarding, including system setup, contracting materials, and training registration
  • System and Tool Proficiency: utilize carrier websites, OneNote, Monday.com, and other tools to assist in tracking and cleaning up pending and submitted contracts, ensuring efficient management of the agent pipeline.
  • Respond to agent inquiries and provide ongoing support
  • Maintain strong working relationships with agents, carriers, and internal teams
  • Special projects and other duties assigned.

Data Management & Reporting
  • Entering, verifying, and reconciling production
  • Maintain and update agent records in database systems
  • Ensure compliance with state DOI (Department of Insurance) regulations and carrier requirements
  • Communicate updates as needed
  • Prepare reports related to licensing, contracting, and agent programs

Qualifications
  • High school diploma
  • Newly graduated from university and or College
  • 2-5 years of administrative, operations, or related experience
  • Experience with licensing, contracting, or insurance industry (preferred)
  • Proficiency in Microsoft Office and database systems
  • Strong communication and customer service skills

Required Skills
  • Strong attention to detail and organizational skills
  • Strong time management skills including the ability to manage multiple priorities and meet deadlines
  • Professional communication with agents, carriers, and team members
  • Proactive problem-solving and solution-oriented mindset
  • High level of accountability, confidentiality, and follow-through
  • Collaborative team player with a positive, service-focused attitude
  • Adapts to changing business operations and works well both independently and as part of a team.

Preferred Skills
  • Experience with licensing, contracting, or insurance industry (preferred)

About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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