What are the responsibilities and job description for the Health Insurance Sales Agent (Bilingual in Chinese) position at TransGlobal Holding Company?
Location: Monrovia, Irvine
About Us
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: .
Why Work at TransGlobal Benefits
You will join a growing team and collaborate directly with our Director of Benefits while gaining hands-on experience in various aspects of Health Insurance, including Individual, Group, and Medicare plans. You will play a key role in meeting diverse client needs and receive dedicated support from cross-department teams, empowering you to learn, grow, and thrive in your career.
Responsibilities
· Client-Centric Care: Evaluate client needs to recommend insurance plans, including medical, dental, and vision coverage, etc.
· Tailored Supplemental Coverage: Provide expert guidance on supplemental insurance options for comprehensive protection.
· Product Expertise: Master company health insurance offerings and keep self-updated on recent changes and market trends to effectively communicate benefits to clients.
· Independent Administrative Support: Manage data entry, e-filing, and clerical tasks to support the Department Director’s goals.
· Confidentiality & Compliance: Protect client information and ensure all operations meet privacy and compliance standards.
· Streamlined CRM Use: Utilize CRM tools to schedule appointments, track leads, and maintain accurate client records efficiently.
· Collaborative Growth: Partner with regional offices to recruit agents and drive sales expansion.
· Cross-Department Coordination: Enhance processes and client satisfaction through effective communication between teams.
Qualifications
· Relevant Experience: Previous experience in the health insurance industry is highly preferred.
· Insurance License: An active license in Life, Health, and Accident insurance required; ability to obtain AHIP within 3 to 6 months of hire.
· Learning Ability: Ability to quickly grasp health insurance products, regulations, and industry updates.
· Communication Skills: Strong interpersonal and communication skills, with the ability to effectively explain complex insurance products and coverage options to clients in a clear and concise manner.
· Problem-Solving: Ability to identify issues, propose solutions, and escalate concerns as needed.
· Organizational Skills: Excellent organizational skills with strong attention to detail.
· Technological Proficiency: Proficient in MS Office Suite (Excel, Word, PowerPoint, Adobe Acrobat).
· Fluency: Fluent in both Mandarin and English.
Benefits for Full-Time Employee
· Comprehensive health insurance (medical, dental, vision, and HSA) including spouses and dependents.
· 401(k) plan with employer matching.
· Competitive PTO policy starts after 3 months: 6 sick days, and 10 PTO days with increases.
· Paid holidays, paid jury duty, paid training.
· Pay starts at $25.96–$34.62/hour ($4,500–$6,000/month) based on experience and location, with potential adjustment after 90 days
Job Type: Full-time
Pay: $25.96 - $34.62 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Will you now or in the future require sponsorship or transferring for employment visa status such as H-1B visa or green card?
- How many years of experience do you have in Medicare benefits?
Experience:
- Health Insurance: 1 year (Required)
Language:
- Mandarin Chinese (Required)
License/Certification:
- AHIP/ Life, Health, and Accident insurance (Preferred)
Ability to Commute:
- Monrovia, CA 91016 (Preferred)
Work Location: In person
Salary : $26 - $35