Licensed Health Insurance Agent

📋 Description

• Handle incoming calls from customers looking for information and assistance regarding health insurance options in the states where you hold a license.

• Conduct outbound sales calls to connect with potential customers and introduce them to a range of health insurance plans.

• Evaluate customer needs and suggest appropriate health insurance plans tailored to their individual preferences and requirements.

• Facilitate the enrollment of prospects in chosen health insurance plans, ensuring a smooth and efficient enrollment experience.

• Skillfully quote, present, and finalize sales, showcasing strong communication abilities and a knack for overcoming objections.

• Maintain regular follow-up with prospects by making outbound calls to offer updates, address concerns, and close pending sales opportunities.

• Focus on customer satisfaction by delivering outstanding service, responding to inquiries promptly, and efficiently resolving issues.

• Accept and implement coaching from sales leadership.

• Adhere to CMS standards while also possessing a comprehensive understanding of these guidelines.

• Meet daily, weekly, monthly, and annual sales and productivity objectives.

• Keep accurate customer records in the CRM system, providing clear summaries of interactions.

• Exhibit proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software.

• Carry out additional responsibilities as assigned by the Sales Manager.

⛳️ Requirements

• Possession of an active and valid resident health insurance license.

• Active and valid licenses in additional states are highly preferred.

• A minimum of 2 years of experience in Medicare Sales.

• Bilingual skills in English and Spanish are advantageous.

• A high school diploma is required at a minimum.

• Exceptional communication and interpersonal skills, with the capability to build rapport with customers.

• Strong sales and negotiation skills, with the ability to identify and effectively address customer concerns.

• Capacity to work independently and collaboratively as part of a team, managing time effectively to meet deadlines and achieve sales goals.

• Proficient in using Microsoft Office applications and web browsing tools.

• Internet Speed: Minimum 80 mbps download and a minimum of 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.