Job Summary:
We are seeking a highly motivated and experienced Telesales agent to join our team at IDEA Insurance Agency for a permanent position. In this role you will be responsible for helping customers pick a health insurance plan by going over their medical needs, medications and benefits they are eligible for, so that they have a clear understating of their health insurance plan coverage. In addition, you will be expected to make outbound calls to targeted audiences requesting an agent to reach out to them to promote our products and services. You must have strong communication and organization skills, be detail oriented, have the ability to pursue others to make an immediate decision and close the sale. Most importantly the ability to work independently and as part of a team. This is an opportunity to join a mission-driven company and make a positive impact in the community.

ABOUT IDEA INSURANCE:

IDEA Insurance Agency is a forward-thinking company with a mission to provide care and protection to our clients by achieving peace of mind and an extraordinary lifestyle. Our vision is to be the leading insurance brokerage by impacting the lives of 1 million families. At IDEA Insurance Agency, we are guided by our values of Intentional, Commitment, Accountability, Results, and Excellence. We believe that by living these values every day, we can deliver the highest quality service to our clients and make a positive impact in the communities we serve. If you share these values and are passionate about making a difference, we encourage you to apply to join our team.

PERFORMANCE OBJECTIVES:

Accomplished daily high impact targets to achieve great commissions.

Assist customers with passion and responsibility to find the best health insurance plan for their needs.

Understand multiple medicare plans and their benefits, networks, etc.

Analyze customers needs in a call while searching for plan options and be proficient at it.

Assist with low income state programs applications to get better prescriptions drug costs or health plan coverage for customers.

Manage the company's customer relationship management (CRM) system, including inputting and organizing customer data and using the CRM to communicate with leads, schedule appointments and daily work reports.

Understand Affordable Care Act rules and qualifications to create new applications in the marketplace to assist customers with health plans explanations and health sherpa enrollment application.

Perform Outbound calls and Inbound calls from internal leads campaign.

Must be ready to work and follow schedules.

CAPABILITIES / KEY COMPETENCIES:

Understands Medicare Rules and Benefits

Communication and Organization skills

Understands Major Medicare Plan Carriers such as Humana, WellCare, UHC, Aetna,

Health plan research and analysis

Multi tasking while helping a customer on the phone

Patience to listen and understand customers

Competitive and team player

CRM management

Strong attention to detail and ability to manage multiple lines of products

Ability to work independently and as part of a team

Proficiency with Google Sheets, Slack, Notion

Preferably bilingual in English and Spanish

EDUCATION & EXPERIENCE:

License 215 or 240

2 years of experience Health Insurance Sales role

Strong communication and writing skills

Proficiency with Sunfire, Connecticare and/or Healthsherpa enrollment platforms

Major medicare carriers knowledge such as Humana, WellCare, Aetna, UHC

Ability to work independently and as part of a team

Knowledge of State medicaid applications, LIS applications, Medicare Parts understanding

Affordable Care Act Education and Understanding of APTC rules

Understands Ancillary Products, Private Short term medical policies and OFF-Exchange Plans

COMMITMENT TO DIVERSITY:

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, IDEA Insurance Agency recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, sex, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers@ideainsuranceagency.com

Already an IDEA Insurance Agency candidate? Please connect directly with your recruiter to discuss this opportunity.

Job Type: Full-time

Pay: $19.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance
• Work from home

Experience level:

• 2 years

Shift:

• 8 hour shift

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Call center
• Remote

Language:

• Spanish (Preferred)

Location:

• Orlando, FL (Required)

Work Location: Remote