HEALTH AGENT - INDIVIDUAL & MEDICARE

Peoples First InsurancePanama City, FL
3d$45,000 - $50,000Onsite

About The Position

The Health Agent-Individual and Medicare 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 Agent-Individual and Medicare is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Requirements

  • 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
  • High School Diploma or Equivalent required
  • 1-3 years sales experience in insurance or industry related field required
  • Active 2-15 License is required
  • 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

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
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