HEALTH AGENT - INDIVIDUAL & MEDICARE

Royal American Companies•Panama City, FL

3d•$45,000 - $50,000

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