Licensed Insurance Agent

About the role

The Licensed Insurance Agent will assist beneficiaries in understanding and selecting appropriate Medicare and related health insurance plans, providing clear explanations of benefits, coverage options, and enrollment processes.

Responsibilities

• Conducting needs-based consultations
• Handling inbound and outbound calls
• Managing applications
• Maintaining accurate records in compliance with regulatory standards
• Working closely with internal teams to support growth and retention strategies
• Resolving member inquiries
• Delivering a high level of customer service that builds trust and long-term relationships

Qualifications

• Strong Insurance Sales skills, including needs-based selling and consultative guidance
• Solid knowledge of Insurance and Insurance Brokerage practices, with emphasis on Medicare and health plan products
• Foundational Finance understanding to explain plan costs, premiums, deductibles, and out-of-pocket expenses clearly
• Excellent Customer Service skills, including active listening, empathy, and effective communication with diverse populations
• Active state health insurance license
• Experience working with Medicare Advantage, Medicare Supplement, or related health insurance products is highly beneficial
• Strong attention to detail, ability to follow compliance guidelines, and proficiency with CRM or enrollment systems are preferred
• High school diploma or equivalent required

Pay

N/A

Schedule

N/A

Benefits

N/A