Health Insurance Agent

Forward Bank • Medford, WI

2d

About The Position

Named American Banker's "Best Banks to Work For" SIX consecutive years, and now CertifiedTM by Great Place To Work. Here's your chance to move your career FORWARD and see what all the excitement is about!

Forward Insurance is looking for an experienced Health Insurance Agent for our growing team. The agent will play a vital role in helping individuals and families navigate the complex world of health insurance.

Requirements

• 2-3 years proven working experience as a Health Insurance Agent or relevant experience.
• Active Life/ Accident & Health Insurance licenses preferred but not required.
• If not currently licensed, ability to obtain licenses with first 60 days of employment.
• Demonstrate ability to communicate, present, influence and sell effectively.
• Experience delivering client-focused solutions and establishing long lasting relationships.

Nice To Haves

• Bachelor’s degree in business preferred but not required.

Responsibilities

• Engage with new and existing clients to assess their healthcare needs and guide them in selecting the most appropriate health plans.
• Provide advice on Medicare programs, helping eligible clients navigate their choices and complete necessary applications.
• Willing to present at seminars and webinars throughout the year across all of our locations.
• Stay informed about changes in healthcare regulations and insurance products to offer accurate and up-to-date advice to clients.
• Conduct regular reviews of clients' insurance needs to ensure their coverage remains appropriate as their circumstances change.
• Educate clients on the specifics of their insurance policies, including coverage details, premiums, deductibles, and out-of-pocket costs.
• Document and maintain detailed records of client interactions, insurance applications, and policy changes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees