What are the responsibilities and job description for the Health Insurance Agent position at Alera Group?
Collective Choice, an Alera Group company, is looking for a Health Insurance Agent. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
RESPONSIBILITIES
Present and explain health, dental, vision, and supplemental insurance options to prospective clients, creating customized packages and quotes to meet individual needs and drive optimal enrollment outcomes.
Proactively engage with potential clients via calls, messages, and follow-ups; handle inbound communications and advocate for client coverage access both in person and over the phone.
Educate clients on key insurance concepts such as subsidies, deductibles, co-pays, and out-of-pocket maximums to support informed decision-making.
Maintain accurate documentation in CRM systems and on platforms like Covered California; authenticate client information, ensure data security, and follow all compliance and office procedures.
Address customer service inquiries with professionalism and positivity; refer Medicare clients to appropriate team members and direct others to external support when needed.
Collaborate with team members to meet service and sales goals, foster a supportive work environment, contribute to marketing ideas, and maintain a clean, professional office space.
Stay compliant with licensing, continuing education, and certifications; maintain punctual attendance, seek growth opportunities, and communicate openly with managers while being receptive to feedback.
QUALIFICATIONS
- High school graduate or higher.
- 1 year of experience in a sales or customer service environment.
- In-depth knowledge of the different types of insurance plans.
- Self-driven and proactive to meet and exceed sales goals and expectations.
- Outstanding interpersonal and negotiation skills.
- Proficient in computers and programs such as Google Workspace.
- Excellent written and verbal communication skills.
- Attention to detail.
BENEFITS
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Hourly range is $20 to $24 per hour commission.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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Salary : $20 - $24
