Health Insurance Training Specialist

Health Insurance Training Specialist

We are seeking a knowledgeable and experienced Health Insurance Training Specialist to develop, implement, and conduct training programs for our team. The ideal candidate will possess deep industry expertise, exceptional communication skills, and a passion for educating professionals on insurance products, sales strategies, and regulatory compliance.

Responsibilities:

• Design, develop, and deliver training programs for team members, focusing on products, policies, regulations, and sales techniques.
• Conduct workshops, seminars, and one-on-one coaching sessions to enhance advisor knowledge and performance.
• Stay updated on industry trends, regulatory changes, and competitive products to ensure relevant and compliant training content.
• Assess training needs and develop customized learning modules to address skill gaps.
• Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance tracking.
• Provide guidance and mentorship to new and existing team members to improve client engagement and retention.
• Maintain training records, reports, and documentation following company policies and regulatory requirements.

Skills/Qualifications:

• Bachelor’s degree in business or a related field (preferred).
• State of Wisconsin Health Insurance License.
• Proven experience in health insurance sales, training, or education.
• Strong understanding of health insurance products, industry regulations, and sales best practices, including Medicare, ACA, short-term, and ancillary products.
• Excellent presentation, communication, and interpersonal skills.
• Ability to simplify complex information and tailor training to various skill levels.
• Proficient in using industry-related software including customer relationship manager (CRM) and Microsoft Office.
• Self-motivated with strong organizational and time management skills.
• Ability to work independently as well as collaborate with the team.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Ability to Commute:

• Appleton, WI 54913 (Required)

Ability to Relocate:

• Appleton, WI 54913: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $70,000