Licensed Health Insurance Support Specialist - Seasonal - Remote in Wisconsin
About The Position
We are seeking licensed Health Insurance Agents to join our team during the Annual Enrollment Period (AEP) and Open Enrollment Period (OEP). This role will provide operational and sales support to our Field Producer team, helping ensure a seamless client experience during our busiest season. The ideal candidate will possess strong customer service skills, attention to detail, and experience working with health insurance products. Agents will assist with administrative, sales support, and client-facing responsibilities, allowing Field Producers to focus on growing and servicing their books of business.
Requirements
- Active Health and Accident Insurance License.
- Previous experience working in health insurance sales, service, or enrollment.
- Strong verbal and written communication skills.
- Excellent organizational and time-management abilities.
- Comfortable working within CRM systems, including Salesforce or similar platforms.
- Proficiency with Microsoft Office applications.
- Ability to manage multiple priorities in a fast-paced environment.
Nice To Haves
- Experience with ACA Marketplace plans.
- Experience conducting Medicare Part D reviews.
- Familiarity with Medicare and Individual Health Insurance products.
- Previous call center or client service experience.
Responsibilities
- Answer inbound client calls and assist with general health insurance inquiries.
- Schedule client appointments and coordinate calendars for Field Producers.
- Enter and maintain sales activities, opportunities, and client records in Salesforce.
- Conduct Medicare Part D prescription drug reviews and assist clients with plan comparisons.
- Provide administrative support related to enrollment and policy servicing.
- Assist with client follow-up and documentation requests.
- Support producers with application processing and enrollment-related tasks.
- Educate clients on available health insurance options when appropriate.
- Potentially assist clients with enrollment in ACA Marketplace health insurance plans, based on experience, licensing, training, and business needs.
- Maintain compliance with all carrier, CMS, HIPAA, and company requirements.
Benefits
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
