Medicare Advisor, Client Experience in East Aurora, NY

Salary Range: base salary 50-75k DOE + commission structure

Job Title: Medicare Advisor, Client Experience

Location: East Aurora, NY (In-Office)
Employment Type: Full-Time

Hartloff Benefit Solutions is growing! We’re looking for a compassionate, detail-oriented Medicare Advisor-Client Experience professional who loves educating clients and delivering an exceptional experience from first call through enrollment and beyond.

Who we are:

We are a boutique brokerage built on relationships, not red tape. Personalized service is at the heart of everything we do, and we take pride in truly knowing our clients and each other. This is a rare opportunity for someone who thrives in a non-corporate environment, where there are few layers of management, real ownership in your work, and the freedom to make a meaningful impact every day. 

What you’ll do:

The Medicare Advisor, Client Experience plays a dual role—serving as a trusted Medicare advisor while ensuring a seamless, supportive client experience from initial contact through ongoing service.

This role blends client-facing Medicare education with operational follow-through, documentation, and proactive relationship management. It is ideal for someone who enjoys building relationships, explaining complex topics clearly, and taking ownership of the full client journey.


Key Responsibilities:

- Client Advisory & Education
- Meet with Medicare-eligible and existing clients to educate them on Medicare
- Conduct needs-based consultations reviewing providers, prescriptions, and coverage goals
- Clearly and compassionately explain plan differences in a compliant manner
- Assist clients during ALL enrollment periods
- Client Experience & Relationship Management
- Serve as the primary point of contact for assigned Medicare clients
- Ensure a smooth, stress-free experience from intake through enrollment and beyond
- Proactively follow up regarding plan changes, ID cards, billing, and coverage updates
- Build long-term relationships with clients and caregivers
- Enrollment & Operations Support
- Complete and submit Medicare enrollments accurately and on time
- Collect, track, and manage required documentation
- Maintain detailed, compliant notes in our databases
- Track application status and resolve enrollment issues with carriers
- Support internal workflows to ensure no follow-ups are missed
- Assist with daily office operations, including phones, greeting clients, and file preparation
- Ownership of full-cycle inventory of Medicare collateral
- Compliance & Quality Control
- Adhere to CMS guidelines, carrier requirements, and agency compliance standards
- Ensure all documentation is audit-ready
- Complete ongoing Medicare training and certifications
- Team Collaboration
- Work closely with the Medicare team, client experience staff, and leadership
- Assist with Medicare community outreach and partner collaborations
- Contribute ideas to improve workflows, efficiency, and client experience


Qualifications:

Required:

- Active NYS Life & Health Insurance License (or ability to obtain)
- Medicare certification (or ability to complete)
- Strong communication and interpersonal skills
- High attention to detail and organization
- Experience with CRM systems and online enrollment platforms


Who you are:

- Compassionate, patient communicator
- Client-first mindset
- Organized, reliable, and detail-oriented
- Strong follow-through and accountability
- Team-oriented with a positive attitude


Why You’ll Love This Role at Hartloff Benefits:

Make a Real Impact: Help clients navigate Medicare with confidence during important life transitions. Your work truly makes a difference every day.

Client-First Culture: We prioritize education, advocacy, and long-term relationships, not high-pressure sales.

Supportive, Team-Oriented Environment: Work closely with a collaborative Medicare team and leadership that values your input and growth.

Variety in Your Day: Enjoy a balance of client meetings, relationship-building, enrollments, and operational follow-through. No two days are the same.

Growth Opportunities: As Hartloff Benefit Solutions continues to grow, so do your opportunities to expand your skills and advance your career.

Community-Focused Work: Be part of a locally rooted agency with strong community ties and a reputation for integrity.

If this sounds like you and you are interested, apply using the Quick Apply Link below or by email to:  apply@hartloffbenefits.com 

*We respect applicant privacy. All interviews will be conducted in strict confidence. *