Medicare & Individual Medical Services Specialist
HUB International · Ventura, CA · 1 wk ago
OTHR$22–$26/hrFull-time
About Hub
HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing peace of mind through tailored insurance solutions.
The Opportunity
The Senior & Individual Services Consultant supports clients in managing their medical and life insurance plans. Key responsibilities include:
- Establishing and maintaining strong business relationships with clients and insurance carriers.
- Performing financial analysis and writing medical plans (quote, present, place coverage).
- Critically analyzing and comparing insurance plans to determine suitability.
- Strategically planning all clients and retaining accounts.
- Educating employees regarding Medicare.
- Generating professional client and carrier correspondence.
- Maintaining accurate and organized account files.
- Updating HUB computer systems and automated agency management systems.
- Ensuring the accuracy of data.
- Providing training as a subject-matter expert to other Client Services team members.
- Supporting other employees within the department.
- Performing other duties and projects as assigned.
Qualifications
- High School / GED with 2+ years of related compliant Medicare insurance sales and service experience.
- Life & Health License.
- AHIP Certified.
- Contracted with various Medicare Carriers.
- Spanish speaking preferred.
Knowledge / Skills / Abilities
- Comprehensive knowledge of carrier strengths and networks.
- Effective and professional communication skills.
- Desire to learn and grow within the insurance industry.
- Ability to respond to customer needs, solicit feedback, and handle difficult situations.
- Confidence and demeanor to interact with all levels within the organization.
- Ability to gather and analyze information to solve problems.
- Proficiency with Microsoft Office Suite and Outlook.
- Critical thinking ability.
Working Conditions And Physical Demands
- Primarily stationary position for the majority of the workday.
- Frequent communication with colleagues and clients in person and on the phone.
- Constantly operates a computer and other office machinery.
- Occasionally moves about inside the office.
WHY CHOOSE HUB?
- Competitive, exciting, and friendly work environment.
- Continuous opportunities for growth and development.
- Entrepreneurial culture fostering decision-making for customers and organization.
- Commitment to providing competitive and flexible benefits including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience.
Required Travel: No Travel Required.
Required Education: Diploma.