Health Insurance Sales Representative

Appleton, WI 54914 | Insurance Agency

Post Date: 02/08/2018 Job ID: Health Insurance Sales Representative Industry: Sales Pay Rate: $15-$17 plus commission

This position services clients by educating and presenting products that meet customer needs while staying knowledgeable on what’s available in the Fox Cities market.

Essential Functions

  • Maintain accurate of knowledge of Medicare and Medicare Products, Individual and ancillary products to include: Medicare Advantage, Medicare Supplement, Part D, Dental, Hospital Indemnity, Cancer plans.
  • Confident and knowledgeable presentation skills for seminars on specific topics ie., Medicare and Health insurance products. 
  • Provides historical records by documenting all customer contact in company database.
  • Accurately and timely process rate comparisons for new and existing clients by utilizing our current rating engines to include CSG and Medicare.gov. Accurately calculate premiums and establish payment method.
  • Customize insurance programs to suit individual customers by selecting company that offers type of coverage requested by client and always do what’s best for the customer.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Ensure that policy requirements are timely and accurately fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Cross selling of product portfolio to current and future clients
  • Resolves customer complaints by investigating problems; developing solutions and making recommendations to management.
  • Seek out new clients and develop clientele by prospecting and networking to find new customers and generate lists of prospective clients.

Hours:  Monday - Friday 8:00am - 5:00pm

Company offers Benefit Package

  • High School Diploma
  • WI State Health Insurance License
  • Prefer prior working experience with: Medicare products, individual health, short-term, dental/vision, hospital indemnity, cancer plans and final expense along with territory management

 


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