What are the responsibilities and job description for the HEALTH AGENT - INDIVIDUAL & MEDICARE position at Peoples First Insurance?
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
Salary : $45,000 - $50,000