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Scaling Your Medicare Business: Hiring Your First Admin
Manage episode 403609822 series 3488302
Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week's episode, Raul and Oscar explore the pivotal moment in a business's growth when hiring an administrative assistant becomes essential.
This episode covers the key qualities to look for in a potential employee, effective management strategies, and offer valuable insights from their own experiences It's all about finding the right person who can help take your work to the next level and making sure you're ready to lead a team. Whether you're contemplating your first hire or looking to refine your management skills, this episode is full of useful advice to help you make the best choices for your business.
Tune in to gain the knowledge you need to make informed decisions and foster a productive and harmonious work environment
71 episodes
Share
Manage episode 403609822 series 3488302
Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week's episode, Raul and Oscar explore the pivotal moment in a business's growth when hiring an administrative assistant becomes essential.
This episode covers the key qualities to look for in a potential employee, effective management strategies, and offer valuable insights from their own experiences It's all about finding the right person who can help take your work to the next level and making sure you're ready to lead a team. Whether you're contemplating your first hire or looking to refine your management skills, this episode is full of useful advice to help you make the best choices for your business.
Tune in to gain the knowledge you need to make informed decisions and foster a productive and harmonious work environment
71 episodes
All episodes
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This week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game plan, and scheduling appointments strategically to avoid unnecessary travel. We'll talk about why quick responses to calls, keeping an up-to-date to-do list, and following up can make or break your AEP success. Plus, learn why strong relationships and a tidy CRM are your best friends. Tune in and make sure you're ready to crush this AEP!…
In part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their current plans, to explaining the differences between Medicare Advantage, supplements, and Original Medicare in simple terms—this episode covers it all. We also discuss how to ethically manage situations where clients are drawn to plans you don’t usually recommend or even represent. Tune in for practical strategies and insights that will empower you to make informed decisions and maintain strong client relationships.…
In this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and how agents can prioritize client interests over personal gains, even amid fluctuating carrier policies. We discuss the implications of company boycotts, interstate plan transitions, and the intricacies of choosing between Medicare Advantage and Supplement plans. Whether it’s understanding the tactical moves carriers make or advising clients moving across states, this episode is a must-listen for agents committed to client-centered service.…
On this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex questions about enrollment and client situations, providing clear, actionable advice. Whether you're new to the field or a seasoned agent, this episode is filled with practical insights that will help you navigate the challenges of Medicare more effectively.…
In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical considerations of navigating Medicare enrollments, timing transitions between plans, and assisting financially challenged clients. Join us for a session filled with crucial insights and guidance designed to refine your approach and enhance your problem-solving skills in the field!…
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Medicare Agent IQ
1 Navigating Medicare: Answering Agent FAQs 2024 Part 2 32:45
32:45 
Play Later 
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Play Later Play Later Lists Like LikedJoin us for another insightful Q&A episode, as we dive deeper into the complex situations Medicare agents often encounter. From managing changes in provider networks to strategizing for the Annual Enrollment Period, this episode provides invaluable insights for new and experienced agents alike. We also discuss strategies to handle transitions between plan types effectively, ensuring clients receive the best possible advice. Join us for an episode packed with practical tips to enhance your skills and confidence in the Medicare market. Check out our AEP Prep episode! Have Your Best AEP Yet: Early Prep For a Successful Season…
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Medicare Agent IQ
1 Navigating Medicare: Answering Agent FAQs 2024 30:51
30:51 Play Later Play Later Lists Like Liked30:51
Play Later Play Later Lists Like LikedWe're back answering your questions! Join Run as we tackle various listener questions, offering insights and practical advice to help you navigate the complexities of Medicare. From handling special enrollment periods to discussing ACA's impact on Medicare, we cover a wide range of topics to enhance your understanding and effectiveness as an agent. Whether you're new to the field or looking to refine your strategies, this episode is packed with valuable information to boost your Medicare expertise.…
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Medicare Agent IQ
1 Finding Your Why: Motivating Yourself for AEP Success 22:25
22:25 Play Later Play Later Lists Like Liked22:25
Play Later Play Later Lists Like LikedIn this week’s episode, we dive deep into the essence of inspiration and how it fuels our professional drive. Starting with personal stories that illustrate the profound impact of true inspiration, we explore what it means to find and define your 'why.' As the conversation unfolds, we delve into practical strategies for maintaining motivation and adjusting your goals as circumstances change. Lastly, we provide actionable tips for gearing up for AEP, from setting specific objectives to finding daily sources of inspiration. Tune in to transform your approach to motivation and uncover the powerful 'why' that propels your success in the Medicare Annual Enrollment Period.…
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Medicare Agent IQ
1 Getting Started in Medicare: A Step by Step Guide for New Agents 32:22
32:22 Play Later Play Later Lists Like Liked32:22
Play Later Play Later Lists Like LikedLaunching your career in Medicare can be daunting, but we're here to simplify it for you. In this insightful episode, we outline the foundational steps every new agent needs to take, from securing the right licenses to choosing your Field Market Organization (FMO). We'll walk you through the must-haves like E&O insurance, AHIP certification, and how to effectively get contracted with carriers. Beyond the basics, we explore essential training to enhance your understanding of Medicare products and practical advice for ramping up your business through strategic marketing, continuous learning, and effective networking. Whether you're just starting out or looking to refine your approach, this guide sets the stage for your success in the Medicare field.…
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Medicare Agent IQ
1 Real Stories, Real Advice: Lessons from the Field Part 2 20:43
20:43 Play Later Play Later Lists Like Liked20:43
Play Later Play Later Lists Like LikedDive into this insightful discussion on why staying connected beyond standard hours can dramatically boost your business in Medicare sales. Discover how top agents leverage their availability to capture more leads and secure more deals. The episode emphasizes the critical importance of always being ready to engage with clients, even on weekends or after hours, ensuring that no opportunity slips through the cracks. By sharing real-life examples, the hosts illustrate the significant benefits of responding promptly and the potential losses when you don't. Tune in to refine your approach and keep your business thriving year-round.…
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Medicare Agent IQ
1 Real Stories, Real Advice: Lessons from the Field 35:33
35:33 Play Later Play Later Lists Like Liked35:33
Play Later Play Later Lists Like LikedDive into this week’s episode where Raul and Oscar share eye-opening anecdotes from their time in the field. From accidentally entering the wrong home to the crucial importance of answering calls even after hours, each story packs a powerful lesson about being meticulous, responsive, and informed. Learn why knowing your market and being available can make or break client relationships and sales opportunities. These stories aren't just entertaining—they're essential lessons that underline the dos and don’ts every Medicare agent should know to avoid pitfalls and capitalize on every chance to excel.…
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Medicare Agent IQ
Step up your networking game with this essential episode for Medicare agents, ‘Networking Strategies for Medicare Agents’ We cover four crucial areas to help you build a robust professional network. First, learn how to engage effectively with insurance carrier representatives who are pivotal in staying updated and supported. Then, delve into the world of peer networking, where connecting with other Medicare agents can lead to valuable mentorship and shared growth. We also highlight strategies for collaborating with healthcare providers to enhance your referral base and service offerings. Finally, discover how involvement with senior centers and community organizations can not only expand your reach but also deepen your community ties. Tune in to transform these connections into lasting benefits for your business.…
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Medicare Agent IQ
1 Three MORE Ways to Make People Like You (Part 2) 24:55
24:55 Play Later Play Later Lists Like Liked24:55
Play Later Play Later Lists Like LikedThis week, we explore additional timeless principles from Dale Carnegie's influential book "How To Win Friends and Influence People". In this episode, we focus on enhancing interpersonal connections through effective communication strategies: First, we emphasize the importance of being a good listener, a skill that invites others to share more about themselves. Next, we discuss how to align conversations with others' interests, creating more engaging and relevant interactions. Lastly, we delve into ways to make others feel genuinely valued and important. These methods aren't just polite gestures; they're powerful tools for building meaningful relationships in both personal and professional settings. Tune in to learn how to apply these principles and watch your social connections deepen.…
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Medicare Agent IQ
1 Mastering Client Retention: Strategies for Medicare Success in 2025 28:18
28:18 Play Later Play Later Lists Like Liked28:18
Play Later Play Later Lists Like LikedDiscover essential strategies to keep your Medicare Advantage clients engaged and satisfied well into 2025. In this episode, we delve into effective communication techniques including texting, calling, and mailing that ensure your clients feel constantly supported. Learn how hosting events, sending out newsletters, and leveraging social media can significantly enhance retention rates. We also explore ways to deepen client relationships through creating feedback loops and offering informative webinars. Tune in to equip yourself with the tools necessary for long-term success and client loyalty in the competitive Medicare Advantage market.…
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Medicare Agent IQ
1 Three Ways To Make People Like You (Part 1) 26:41
26:41 Play Later Play Later Lists Like Liked26:41
Play Later Play Later Lists Like LikedJoin us today as we talk about three ways to make people like you.
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