Health Insurance Agent - Bilingual Spanish

Alera Group•Brea, CA

5d•Onsite

About The Position

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We’re seeking a Insurance Agent who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Requirements

Bilingual in Spanish and English both written and verbal
One plus years of experience in sales customer service or a related field
Understanding of health insurance plans and enrollment processes
Strong client service orientation and ability to manage multiple interactions
Excellent communication and interpersonal skills
Attention to detail and organizational skills
Strong communication and client engagement
Problem solving and ability to explain complex information clearly
Ability to work in a fast paced environment and manage competing priorities
Collaborative mindset and team oriented approach

Nice To Haves

High school diploma or equivalent with additional coursework a plus
Experience using CRM systems and platforms such as Covered California
Comfort using Google Workspace and digital systems
Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]
Ability to obtain required licensure within [X] months of hire
Ongoing continuing education to maintain active status

Responsibilities

Partner with clients to deliver employee benefits programs that meet individual and organizational needs
Provide education and guidance on health dental vision and supplemental insurance options
Respond to client and employee inquiries with clear accurate information across phone online and in person channels
Explain key insurance concepts including deductibles co pays out of pocket maximums and subsidy eligibility
Administer benefits enrollment processes including new enrollments updates and record maintenance
Maintain accurate client documentation in CRM systems and enrollment platforms
Ensure compliance with applicable regulations and internal processes
Collaborate with carriers internal teams and third party systems to ensure accuracy and efficiency
Support new business initiatives by engaging prospective and existing clients
Identify opportunities to improve client experience and strengthen long term relationships
Contribute to team performance by sharing knowledge best practices and supporting service improvements