Job Title: Health Insurance Agent
Overview:
We are seeking a dynamic and motivated Insurance Agent to join our team. As an Insurance Agent, you will be responsible for selling insurance policies to potential clients, providing excellent customer service, and ensuring client satisfaction.
Job Summary:
The role of the health insurance agent is to utilize professional and interpersonal skills to sell insurance policies and provide customer support for existing policies. The essential functions of this role will include aiding clients with service needs, making changes to existing accounts and executing all aspects included with renewing clients' insurance programs. Outside of maintaining their accounts, the agent is also responsible for bringing in new business through referral-based leads and running sales appointments. The employee should meet the high quality service standards we have established for our business.
Primary Responsibilities and Duties:
- Educate customers on types of insurance coverage and make recommendations based on their needs
- Update files and records to accurately reflect the current status of the client or prospective client
- Respond to client inquiries regarding policy questions and make updates to applications when warranted
- Effectively communicate the value of insurance products to clients through in-person, phone or virtual appointments
- Provide detailed policy information for clients upon enrollment in a new policy
- Comply with HIPAA guidelines to ensure customer confidentiality
- Stay up to date with Healthcare.gov and Medicare compliance regulations and provide solutions to adapt processes when necessary
- Consistently update client records with communication notes in the CRM platform
- Be knowledgeable about carrier and policy differences and regularly participate in continuing education to stay knowledgeable
- Respond to client emails and voice messages daily
- Research new insurance carriers and policies as potential products to sell
- Prepare quotes and send them out to prospects during the Annual Enrollment Period
Knowledge, Skills and Abilities:
- Have or be willing to obtain a Wisconsin Life and Health Insurance License within 60 days of hire
- Must be able to handle assignments within a fast-paced environment and handle complex tasks that involve multiple steps
- Ability to understand and communicate orally and in writing with others to explain concepts and complex issues, recieved and interpret complex information and respond appropriately
- Ability to utilize computer programs and understand functionality - including Excel, CRM database and proprietary platforms
- Ability to perform 75% sedentary work
Job Type: Full-time
Pay: $43,708.00 - $47,567.00 per year
Work setting:
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Ability to Commute:
- Cedarburg, WI 53012 (Required)
Work Location: In person