Health Insurance Agent

The Health Producer/Benefits Admin generates revenue through the sales of Individual Health insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Individual Benefits accounts.   

The Health Producer/Benefits Admin is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.  

Job Duties and Responsibilities:

Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines   

Follow up on referrals provided by agency team within designated time frame  

Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information  

Submit, rate, quote and place quality new business in accordance with agency and company appetites  

Communicate effectively with customers, agency and company personnel  

Support Individual Benefits and other sales efforts through a mutual referral network to cross sell qualifying business   

Comprehensively access options available to client and make recommendations based on client need  

Adhere to agency procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions  

Comply with all regulatory requirements regarding licensing, sales and service of Individual Health business  

Complete and maintain required reports and attend all sales and personal lines meetings as required  

Keep informed of industry developments through community involvement and continuing education  

Perform other specific duties and projects as assigned by agency management   

Assisting in the servicing of the existing client book of business including assisting with annual renewals 

Drafting emails and sending and tracking required policy documentation including consent and authorization 

Inputting new clients and updating existing clients in the agency's customer management database including scanning and attaching applications for insurance and supporting underwriting documentation 

Assisting with appointment scheduling as directed by the department manager 

Assisting with tabling and enrollment events as directed by the department manager 

Other duties deemed as needed by the department manager to assist in the smooth operation of the department 

Knowledge, Skills and Abilities (KSAs): 

Solid personal character, including strong work ethic, great attitude, and willingness to assist others 

Proficient computer skills, as well as excellent multi-tasking, and organizational skills 

Exceptional customer service skills 

Make sure all quality, service, and productivity standards are met 

Maintain and direct the client policy process 

Education and Experience:

High School Diploma or Equivalent required 

1-3 years’ sales experience in insurance or industry related field required 

Active 2-15 License is required    

Physical Demands: 

Must be able work with a computer for a minimum of 7 hours daily either standing or sitting 

Must be able to read printed materials and computer screen with or without MS or other software accessibility functions 

Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance