HEALTH AGENT - INDIVIDUAL & MEDICARE

The Health Agent-Individual and Medicare generates revenue through the sales of Individual Health insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Individual Benefits accounts. The Health Agent-Individual and Medicare is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism. Job Duties and Responsibilities: * Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines * Follow up on referrals provided by agency team within designated time frame * Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information * Submit, rate, quote and place quality new business in accordance with agency and company appetites * Communicate effectively with customers, agency and company personnel * Support Individual Benefits and other sales efforts through a mutual referral network to cross sell qualifying business * Comprehensively access options available to client and make recommendations based on client need * Adhere to agency procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions * Comply with all regulatory requirements regarding licensing, sales and service of Individual Health business * Complete and maintain required reports and attend all sales and personal lines meetings as required * Keep informed of industry developments through community involvement and continuing education * Perform other specific duties and projects as assigned by agency management Knowledge, Skills and Abilities (KSAs): * Solid personal character, including strong work ethic, great attitude, and willingness to assist others * Proficient computer skills, as well as excellent multi-tasking, and organizational skills * Exceptional customer service skills * Make sure all quality, service, and productivity standards are met * Maintain and direct the client policy process Education and Experience: * High School Diploma or Equivalent required * 1-3 years sales experience in insurance or industry related field required * Active 2-15 License is required Physical Demands: * Must be able work with a computer for a minimum of 7 hours daily either standing or sitting * Must be able to read printed materials and computer screen with or without MS or other software accessibility functions * Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday

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