Insurance Sales Agent

Safe Shield Health Advisors LLC

Insurance Sales Agent

Fort Lauderdale, FL
Full Time
Paid
  • Responsibilities

    We are seeking a motivated Health Insurance Agent who is driven to deliver exceptional service and solutions to clients. The successful candidate will have proven sales experience, preferably in the insurance field, with a strong track record of meeting or exceeding sales targets. While a license in health insurance is preferred, it is not required. Candidates should possess comprehensive knowledge of insurance products and industry trends. Strong customer service skills, the ability to build rapport, and effective communication to address client needs are essential. Adaptability is key, as the role requires thriving in a fast-paced environment and adjusting strategies based on market research and customer feedback. The agent will be responsible for understanding and addressing the insurance needs of clients, offering suitable solutions, processing enrollments, and managing accounts to ensure client satisfaction and retention. The ideal candidate is enthusiastic, goal-oriented, and eager to contribute to the success of both clients and our company. Responsibilities: • Handle Inbound Calls ONLY: Respond to client inquiries efficiently with potential clients to discuss their health plan needs. • Assess Client Needs: Identify and understand customers' health plan requirements through active listening and questioning. • Present Health Plan Options: Clearly explain and present suitable health plan options to clients, including policy features, benefits, premiums, and terms. • Process Applications and Enrollments: Assist clients through the application process and ensure accurate enrollment in chosen health plans. • Provide Exceptional Customer Service: Maintain a friendly, positive demeanor while addressing client concerns or questions, ensuring a high level of client satisfaction. • Achieve Sales Targets: Meet or exceed established sales quotas and performance goals. • Maintain Accurate Records: Document all client interactions and transactions accurately in the CRM system for future reference and follow-up. • Stay Updated on Industry Changes: Keep abreast of new health plans, changes in existing policies, and regulatory requirements through continuous learning. • Compliance and Ethical Practices: Ensure all sales and communication adhere to company policies and regulatory standards. • Collaborate with Team Members: Work effectively with colleagues to ensure coordinated efforts and client satisfaction. Qualifications: • Proven Sales Experience: Demonstrated success in sales, particularly in the insurance or health plan industry, with a strong record of achieving targets. • Licensure (Preferred but Not Required): While a license to sell health plans is preferred, it is not mandatory. • Strong Communication Skills: Excellent verbal and written communication skills to effectively engage with clients and explain complex health plan options clearly. • Exceptional Customer Service Skills: Ability to provide outstanding customer service by understanding client needs and offering tailored solutions. • Interpersonal Skills: Strong interpersonal skills with the ability to build rapport and establish trust with clients. • Problem-Solving Abilities: Capable of assessing client needs and providing suitable health plan solutions. • Attention to Detail: High level of attention to detail to ensure accurate processing of applications and enrollments. • Adaptability: Ability to thrive in a fast-paced, dynamic environment and adapt to changes in health plan offerings and regulations. • Tech-Savvy: Proficiency with CRM systems and other office software relevant to managing client information and sales processes. • Motivated and Results-Oriented: Self-driven individual who is goal-oriented and motivated to meet and exceed sales targets. Compensation: $100,000+ at plan commission

    • Handle Inbound Calls ONLY: Respond to client inquiries efficiently with potential clients to discuss their health plan needs. • Assess Client Needs: Identify and understand customers' health plan requirements through active listening and questioning. • Present Health Plan Options: Clearly explain and present suitable health plan options to clients, including policy features, benefits, premiums, and terms. • Process Applications and Enrollments: Assist clients through the application process and ensure accurate enrollment in chosen health plans. • Provide Exceptional Customer Service: Maintain a friendly, positive demeanor while addressing client concerns or questions, ensuring a high level of client satisfaction. • Achieve Sales Targets: Meet or exceed established sales quotas and performance goals. • Maintain Accurate Records: Document all client interactions and transactions accurately in the CRM system for future reference and follow-up. • Stay Updated on Industry Changes: Keep abreast of new health plans, changes in existing policies, and regulatory requirements through continuous learning. • Compliance and Ethical Practices: Ensure all sales and communication adhere to company policies and regulatory standards. • Collaborate with Team Members: Work effectively with colleagues to ensure coordinated efforts and client satisfaction.

  • Compensation
    $100,000-$120,000 per year