Medicare Advisor

About the Role

Propel serves approximately 1M users who are Medicare eligible, most of whom are also Medicaid eligible. We are building the first-ever app-based brokerage focused on helping "duals" (Americans on Medicare and Medicaid) enroll in healthcare plans. We specialize in Dual Eligible Special Needs Plans (D‑SNPs) and are expanding to 30 states in 2026, with plans to move into larger Medicare markets over the next 24 months.

As a Medicare Advisor, you will be a trusted expert, helping users compare Medicare plans, enroll with confidence, and maximize their healthcare benefits. You will also collaborate with our EPD (engineering, product, design) team to refine how we support users in navigating government healthcare.

This role requires someone who is comfortable using AI tools in their daily work to research plans, draft communications, summarize complex information, and improve personal productivity. You should be an enthusiastic and capable user of modern AI‑powered tools.

• Respond to incoming inquiries from users regarding D‑SNPs, Traditional Medicare, Medicare Advantage plans, and Medicaid, providing expert guidance and support via in-app chat (primary) and phone (secondary).
• Use AI‑powered tools to efficiently research plan details, compare coverage options, and synthesize complex regulatory information for users.
• Apply a user‑centric approach, prioritizing user needs and exceeding service expectations.
• Conduct comprehensive comparisons of Medicare Advantage plans, ensuring users understand their options for healthcare coverage based on their specific needs.
• Educate users on eligibility requirements, enrollment processes, and Medicare compliance, helping them navigate the complexities of healthcare regulations.
• Execute enrollment applications accurately, providing users with critical information about deadlines and ongoing actions needed to sustain their coverage effectively.
• Maintain appointments with multiple insurance carriers across 30+ states and ensure compliance with licensing requirements as Propel expands its D‑SNP footprint.
• Collaborate with product, design, and engineering teams to improve app functionality, offering insights from user interactions and enrollment experiences.
• Leverage AI tools to draft user communications, create summaries, and identify patterns in user inquiries that can inform product improvements.
• Offer constructive feedback to enhance user and agent experiences within the application workflow.
• Flex outside of core D‑SNP advisory as needed, supporting broader Medicare enrollment efforts, general app CX, and other team initiatives as we scale into new states and markets.

We believe in being upfront so you can make the best decision for yourself. Propel is a startup, and our healthcare team is still building many of the processes and playbooks that larger organizations already have in place. That is exciting, but it is not for everyone, and that is completely okay.

This role may not be the right fit if:

• You prefer a structured environment with established workflows and detailed guidance for every situation. We are still writing the playbook here.
• You do best with consistent, close oversight before taking action. Our team operates with a high degree of autonomy and trust.
• You are looking for a role where the scope of your work is unlikely to change. We are growing fast, expanding into new states, and adapting constantly.
• You are not comfortable using technology or AI tools as part of your daily workflow. We are a tech company at our core, and our advisors work alongside AI every day.

• Fast learner with a strong interest in developing expertise in Medicare/Medicaid nationwide.
• Comfortable…