Licensed Health Insurance Agent

Role Overview

• Consistently submit quality applications that effectuate, contribute to accretive growth, and maintain 90-day retention.
• Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in.
• Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans.
• Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences.
• Enroll prospects in selected health insurance plans, ensuring a seamless and efficient enrollment process.
• Effectively quote, present, and close sales, demonstrating strong communication skills and the ability to overcome objections.
• Maintain consistent follow-up with prospects by making outbound calls to provide updates, address concerns, and close pending sales opportunities.
• Prioritize customer satisfaction by providing exceptional service, addressing inquiries promptly, and resolving issues efficiently.
• Receive and adhere to coaching from sales leadership.
• Comply with CMS standards while also understanding and adhering to CMS standards.
• Achieve daily, weekly, monthly, and annual sales and productivity goals.
• Maintain accurate customer records in the CRM system, providing concise summaries of interactions.
• Demonstrate proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software.
• Perform additional duties as assigned by the Sales Manager.

Requirements

• Active and valid resident health insurance license.
• Minimum of 2 years of Medicare Sales experience.
• Bilingual (English and Spanish) is a plus.
• High school diploma or GED.
• Excellent communication and interpersonal skills with the ability to build rapport with customers.
• Strong sales and negotiation skills, with the ability to identify and address customer concerns effectively.
• Ability to work independently and as a team and manage time effectively to meet deadlines and achieve sales targets.
• Proficient in using Microsoft Office applications and web browsing tools.
• Internet Speed: Minimum 80 mpbs download and minimum 20 mbps upload.
• Ability to pass a pre-employment background check and monthly OIG checks.

Benefits

• Paid Time Off.
• Paid Company Holidays.
• Medical, Dental, Vision, Life Insurance, HSA, FSA, and more.
• 401 (K) saving plan with company matching up to 3%.
• Work-Life Resources for you and your family.
• Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More!
• Maternity/Paternity/Adoption paid leave.
• Referral program.
• Company-supplied computer equipment.