Bilingual Health Insurance Agent

Alera Group•Westminster, CA

1d•Onsite

About The Position

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Bilingual Health Insurance Agent, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Requirements

Fluent in both English and Vietnamese
Strong customer service, communication, and interpersonal skills
Ability to build trust and establish relationships with clients from diverse backgrounds
Comfortable working in a sales-driven environment with performance goals
Strong organizational skills and attention to detail
Ability to navigate multiple software systems and business applications
Ability to work independently while contributing to a collaborative team culture
Active Health & Life Insurance License preferred
Candidates without a license are encouraged to apply
Ability to obtain and maintain required insurance licensing after hire
Willingness to complete licensing and training requirements within established timelines

Nice To Haves

Prior insurance sales, healthcare, retail sales, customer service, or call center experience
Experience working with Medicare, Individual Health, ACA Marketplace, or supplemental insurance products
Experience educating consumers on complex products or services
Demonstrated success meeting sales, retention, or performance goals
Experience working in a bilingual client-facing environment
Knowledge of healthcare coverage and insurance enrollment processes

Responsibilities

Deliver exceptional customer service to clients both in person and over the phone
Educate individuals on health, dental, vision, and supplemental insurance products
Conduct needs assessments and recommend appropriate coverage solutions
Enroll new clients into insurance plans and assist with application completion
Support existing clients with questions regarding coverage, billing issues, access to care, and benefits administration
Navigate multiple systems and applications while maintaining accuracy and attention to detail
Maintain compliance with carrier, regulatory, and organizational requirements
Participate in training programs, coaching, and development activities to strengthen product knowledge and sales effectiveness
Meet and exceed individual sales and performance goals
Build long-term client relationships through proactive communication and service