Retiree Health Solutions Benefits Advisor - Temporary

Job Description

Aon is looking for a Retiree Health Solutions (ARHS) OneSource Licensed Advisor

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Retiree Health, in Lake Mary, FL.  This is a temporary role during our annual open enrollment period from possibly August - December. As a Retiree Health Solutions OneSource Licensed Advisor, you will report directly to the Sales Manager.



The Licensed Advisor, will assist current carrier members with plan selections. A licensed advisor may also handle members who are losing their existing coverage and have an SEP to enroll into a new plan.


This Licensed Advisor (insurance sales agent) responsibilities include: selling/enrolling current members into appropriate Insurance products including health and drug plans. This is done primarily through providing Medicare education, conducting needs analysis, and assisting the member in selecting an appropriate plan for their needs.


Your impact as a Retiree Health Solutions OneSource Licensed Advisor


Job Responsibilities:

  • Providing an exceptional experience to each retiree; create WOW experiences
  • Ability to pass licensing exam and Carrier certifications annually and maintain good standing
  • Knowledge of Medicare health, prescription drug plan, vision and dental enrollments. Ability to identify Medicare prospect’s needs using a need based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plan
  • Enroll members compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim. Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
  • Generate outbound phone calls to pre-set appointments and non-pre-set appointments, actively listen to identify customer questions and needs, utilize probing questions when necessary
  • Meet and/or exceed monthly sales goals and service levels
  • Handle inbound service calls by providing accurate and complete information via researching/selling/locating licensed agent
  • Actively manage all assigned appointments to ensure all retirees needs are met on a timely basis
  • Respond to voicemails within 24 hours, internal chat requests, handle and support customer complaints and/or client escalations
  • Deliver a consistently positive customer experience in a highly ethical and professional manner
  • Absorb new information and have the flexibility to adapt to new processes rapidly
  • Understand and remain compliant with the Centers for Medicare and Medicaid Services (CMS), Medicare Marketing Guidelines and Aon Retiree Health Exchange quality standards.

You Bring Knowledge and Expertise


Qualifications for a OneSource Licensed Advisor


Education and Certification

  • High School degree (or GED) required
  • Undergraduate degree or equivalent work experience preferred
  • Active resident health insurance license along with all applicable lines of authority for the resident state the agent resides within, or ability to renew license prior to start date
  • America’s Health Insurance Plan(AHIP)


Required Knowledge and Sales Experience

  • 2+ years of strong sales experience
  • Desire to learn, ability to self-study, drive to succeed
  • Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
  • No contracting restrictions as related to carriers and/or previous employers. Release documents are required prior to start date if currently sponsored by carriers and/or brokers
  • Ability to successfully complete America’s Health Insurance Plan(AHIP)


Preferred knowledge and Experience

  • Active resident life insurance license along with all applicable lines of authority for the resident state the agent resides within, or ability to renew license prior to start date
  • Affordable Care Act (ACA) experience
  • Proven track record of Medicare sales and/or commercial insurance sales
  • Experience in contact centers that includes outbound sales experience (cold calling)
  • Experience selling MAPD and Medicare Supplement plans.



  • Strong written and verbal communication, sales development and rapport building skills
  • Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education



  • Experience using desktop and browser-based software
  • Experience with MS Word, Excel, SharePoint, and Outlook


Work Conditions

  • Operate within a heavily regulated industry and a fast-paced/dynamic market environment
  • Ability to work flexible hours; during peak season the center is open from 7:00am – 9:00pm CST, 7 days a week
  • Extensive time spent on the phone making outbound calls and receiving inbound calls consecutively daily


Our Colleague Experience:

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.



About Aon:

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.


By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test.  You will be notified during the hiring process which checks are required by the position.


Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer.


Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.