Health Insurance Sales Assistant

Independent insurance agency seeking an experienced Health Insurance Sales Assistant with excellent communications skills and a commitment to helping others.

As a sales assistant, you will serve as a foundational support to the Individual Health, Medicare & Group Benefits branch of our agency. This position is instrumental in organizing client information, processing paperwork, and facilitating communication between clients and their insurance agents. Additional daily tasks may include: handling client transactions, answering clients' coverage-related questions, taking payments, issuing new business, processing endorsements, and problem-solving when necessary.

We are looking for someone who shares our commitment to integrity and values hard work. We offer an energetic, team-oriented environment. We also offer an excellent benefits package that includes a 401(k) with employer match, group medical, group dental, paid time off, hybrid work schedule, and parental leave.

Essential Duties and Responsibilities

- Maintain policyholder records in our agency management system

- Appointment setting for agents

- Prepare email lists for Constant Contact and update newsletters

- Prepare quotes and premium coverage comparisons

- Answer in-bound calls and build rapport with customers

- Assist with agent requests

- Work effectively and efficiently with other staff members

- Process billing information relative to invoicing

- Process endorsements, additions and cancellations in a timely manner

- Perform other job-related duties and responsibilities as assigned by department manager and agency principal

Qualifications and Criteria

- Ability to interact and/or negotiate with all agency contacts, including: internal staff, clients, company underwriters, outside vendors and other professionals

- Computer skills – basic knowledge of Microsoft Office Suite and Applied Agency Management System (TAM)

- Responsible and productive both independently and with others

- Professional demeanor and appearance

- Ability to multi-task and prioritize

- Team player and positive attitude

Education and Training

- Ohio Life, Accident & Health License

- Associate’s/Bachelor’s degree preferred

Job Types: Full-time, Part-time

Pay: From $40,000.00 per year

Expected hours: 24 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Work from home

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work
• Office

License/Certification:

• Accident & Health Insurance License (Required)

Work Location: Hybrid remote in Independence, OH 44131