Licensed Insurance Agent

About the role

At Perfiniti Insurance, we provide personalized, local service for clients seeking comprehensive and affordable health insurance coverage. Our services cover ACA Marketplace, Medicare Advantage, Medicare Supplement, Part D, and supplemental coverage.

Responsibilities

• Consult with individuals and families to assess their health coverage needs across ACA, Medicare, and Supplemental lines
• Enroll clients in the appropriate plans during AEP, OEP, SEP, and year-round enrollment periods
• Educate prospects on plan differences, costs, and coverage so they can make informed decisions
• Maintain and grow a client book through referrals, community outreach, and ongoing relationship management
• Provide year-round support for plan changes, billing questions, coverage reviews, and renewals
• Stay current on federal and state insurance regulations, carrier updates, and compliance requirements
• Maintain accurate, up-to-date client records in our internal systems

Requirements

• Active health insurance license (Life & Health) in Indiana, Illinois, or Kentucky required
• Experience selling or servicing ACA Marketplace and/or Medicare products preferred
• Strong consultative communication skills—both verbal and written
• Self-motivated with the ability to manage your own client pipeline independently
• AHIP or Medicare certification (required or willingness to obtain prior to start)
• High school diploma or equivalent (additional education or certifications a plus)