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Licensed Health Agent
4 months ago
Licensed Agent will gather pertinent information necessary to offer a quote while thoroughly answering questions and setting proper expectations regarding the product and sales process. The agent will explain various insurance policies and help clients choose plans that suit them.
- Perform detailed Medicare insurance sales needs analysis via phone with clients, including educating the client about Medicare, identifying matching plans, services, and assisting through the enrollment process.
- Close sales and underwrite policies for clients, completing applications accurately
- Fully understand, abide by and stay current with all Center for Medicare and Medicaid Services (CMS) rules and regulations as they pertain to duties assigned
- Work with internal supervisors, managers, training staff, and customer service representatives
- Successfully meet daily/weekly/monthly sales goals
- Performs other related duties as assigned
- Must be at least 18 years of age
- High school diploma or equivalent
- 6 months of sales experience OR combination of HPOne experience and external sales to total 6 months
- A current and valid Health license (specific to state of residence)
- Must not have failed America's Health Insurance Plans (AHIP) certification with any other organization within the past 12 months
- Must be released or able to obtain release from current upline for Medicare carriers
- Applicable state health licensure and satisfactory criminal history searches. Certain Federal and State laws, as well as insurance carrier requirements prohibit hiring insurance agents who have ever been convicted of various criminal actions. A problematic criminal history will result in denial of employment or discharge if determined after hire
- Call center/sales environment experience
- Prior Medicare experience
- Able to work a flexible schedule including evenings and weekends
- Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)
- Able to wear headset for duration of shift
Our centers are consistent with CDC guidelines and align with local government orders pertaining to all Company physical locations in relation to COVID-19.
Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at accommodations@hpone.com