Medicare & Individual Medical Services Specialist

Hub International Insurance • San Diego, CA

6d • Onsite

About The Position

The Senior & Individual Services Consultant supports clients in effectively managing their medical and life insurance plans.

Requirements

• High School / GED
• 2+ years of related compliant Medicare insurance sales and service experience
• Life & Health License
• AHIP Certified
• Contracted with various Medicare Carriers
• Comprehensive knowledge of carrier strengths and networks.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Nice To Haves

• Spanish speaking preferred
• Desire to learn and grow within the insurance industry.

Responsibilities

• Establishes and maintains strong business relationships with clients and insurance carriers.
• Performs financial analysis.
• Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement, Medicare Advantage, Part-D, Individual & Family Medical Plans (off exchange), Dental, Vision, International Travel, Expatriate Medical, Life Insurance.
• Critically analyzes and compares insurance plans to determine suitability.
• Responsible for strategic planning of all clients and overall retention of accounts.
• Educates employees regarding Medicare.
• Generates professional client and carrier correspondence.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Provides training as a subject-matter-expert to other Client Services team members on various topics.
• Provides support to other employees within the department.
• Performs other duties and projects as assigned.

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity
• commissions for some positions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED