Licensed Health Insurance Agent - Team Support

360care•Perrysburg, OH

About The Position

This role is responsible for selling health insurance products while providing limited peer support to the sales team. This role is primarily production-focused, with occasional assistance in training and knowledge sharing. The agent reports directly to the Sales Manager and is expected to follow established sales processes and compliance standards.

Requirements

Excellent interpersonal, oral, and written communication skills.
Active Health Insurance License (state-specific)
Proven experience in health insurance sales
Strong communication and interpersonal skills
Ability to work independently while supporting team objectives
High level of professionalism, integrity, and organization
Must be detail oriented and self-motivated.
Excellent customer service skills.
Anticipate needs in a proactive manner to increase satisfaction.
The Company reserves the right to modify any bonus/commission structure prospectively at any time for any reason. A bonus/commission is not considered earned until it is paid, and the employee remains with the Company at the time of payment
Take ownership of job responsibilities by initiating prompt and appropriate follow up and/or action to problems.

Nice To Haves

Prior experience mentoring or assisting other agents (not a management role)
Bilingual abilities (a plus)
Experience in call-center, remote, or high-volume sales environments

Responsibilities

Consult with individuals and families to assess healthcare and financial needs
Present, explain, and sell health insurance plans (ACA, Medicare, private, or supplemental, as applicable)
Assist clients with applications, enrollments, renewals, and policy changes
Maintain compliance with state and federal insurance regulations
Build and maintain client relationships through follow-ups and ongoing support
Meet or exceed individual sales, conversion, and retention goals
Provide limited peer assistance to new or developing agents as requested by the Sales Manager
Share best practices, product knowledge, and successful sales techniques
Assist with informal training sessions or shadowing when needed
Reinforce ethical sales behavior and compliance standards
Maintain accurate client and sales records using CRM and enrollment systems
Stay current on insurance products, carrier updates, and regulatory changes
Participate in team meetings, trainings, and performance review.
Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times
Reacts positively to change and performs other duties as assigned.