What are the responsibilities and job description for the Health Insurance Sales Agent (Bilingual in Chinese) position at TransGlobal?

Locations available : 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 : TransGlobalUS .

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.
Perform other tasks as assigned.

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.

Salary : $26 - $35

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Health Insurance Sales Agent (Bilingual in Chinese)

What are the responsibilities and job description for the Health Insurance Sales Agent (Bilingual in Chinese) position at TransGlobal?

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