Licensed Insurance Agent
2 weeks ago
Are you passionate about the Medicare population, looking for an opportunity to work in sales, and the ability to directly impact your own income? Perfiniti could be the match for you We are looking for a licensed, highly motivated individuals to join our team
As a Licensed Agent – Primary Field Agent you will be on-site at hospital locations, worksite and physician locations, and meeting prospects out in the field. As a Licensed Agent of Perfiniti you will be required to obtain “Ready to Sell” status for both Medicare products including Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and Special Needs plans as well as ACA Marketplace plans with all major carriers. You will become knowledgeable on all products in the market and specialize in finding members the most comprehensive and affordable plan that fits the clients needs and budget.
Essential Duties of the Position
Determine applicants' particular needs and financial situation
Make outbound follow-up calls and take inbound calls
Travel around Ft. Wayne area
Develop relationships with other peers at hospital locations and physician locations
Identify centers of influence in your market to build business and referrals
Become a product expert in Medicare and Marketplace plans to answer any and all of your potential client’s questions
Fill out required forms, applications, and compliance documents
Be thorough in your review of plans and products in the client’s service area
Follow-up on submitted applications and have a high level of customer service
Ability to learn quickly and navigate effectively through multiple systems
Maintain records and files
Display strong organization/time management skills
Create basic EXCEL documents
Track leads that have been assigned to you and follow the processes and workflow to convert leads
Maintains database(s)
Team player attitude
Requirements:
Requirements of the Position
Valid Health Indiana Insurance license
Complete required C.E. for licenses and annual certification for Medicare and Marketplace
Presenting in front of groups
Understand ACA and marketplace details
Working knowledge of HIPAA and Medicare Marketing Guidelines
Understand Medicare products and the different qualifications for the different Medicare products
Computer proficiency skills are required
Mathematical reasoning and computational skills
Excellent verbal and written communication skills
Ability to complete online forms
Demonstrates attention to detail and organization
Excellent verbal and written communication skills
Must have the ability to perform repeated tasks with a high level of accuracy
Difficulty of Work
Must be able to work late hours and thrive in high pace environment. Ability to communicate and effectively provide applicant with proper recommendation of coverage.
Responsibility
The incumbent works alongside other agents. Data entered into EXCEL must be accurate and well maintained. Communication with other agents and the applicants must be detailed.
Personal Work Relationships
Incumbent works with enrollment fair coordinator, client contacts, and other agents. Will be in constant contact with Broker Services, Medicare and Marketplace Representatives.
Schedule and Pay: Part-Time or Full-Time or 1099
Location: Fort Wayne, IN area
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