Health Insurance Sales Specialist

3 weeks ago


Monrovia, California, United States TransGlobalTranspacific Financial Inc. Full time
About This Role

We are seeking a skilled Health Insurance Sales Agent to join our team at TransGlobal, one of the largest insurance general agencies in the US. As a sales professional, you will play a vital role in meeting diverse client needs and providing expert guidance on health insurance options.

Responsibilities:
  • Evaluate client needs to recommend medical, dental, and vision coverage plans.
  • Provide tailored supplemental coverage options for comprehensive protection.
  • Master company health insurance offerings and stay updated on recent changes and market trends to effectively communicate benefits to clients.
  • Manage data entry, e-filing, and clerical tasks to support the Department Director's goals.
  • Protect client information and ensure all operations meet privacy and compliance standards.
  • Utilize CRM tools to schedule appointments, track leads, and maintain accurate client records efficiently.
  • Partner with regional offices to recruit agents and drive sales expansion.
Qualifications:
  • Relevant experience in the health insurance industry is highly preferred.
  • An active license in Life, Health, and Accident insurance required; ability to obtain AHIP within 3 to 6 months of hire.
  • Ability to quickly grasp health insurance products, regulations, and industry updates.
  • Strong interpersonal and communication skills to explain complex insurance products and coverage options clearly.
  • Problem-solving skills to identify issues, propose solutions, and escalate concerns as needed.
  • Excellent organizational skills with strong attention to detail.
  • Proficient in MS Office Suite (Excel, Word, PowerPoint, Adobe Acrobat).
  • Fluent in both Mandarin and English.
Compensation & Benefits:

We offer a competitive salary starting at $25.96–$34.62/hour ($4,500–$6,000/month) based on experience and location, with potential adjustment after 90 days. Additionally, we provide:

  • Comprehensive health insurance (medical, dental, vision, and HSA) including spouses and dependents.
  • A 401(k) plan with employer matching.
  • A competitive PTO policy starts after 3 months: 6 sick days, and 10 PTO days with increases.
  • Paid holidays, paid jury duty, paid training.

This opportunity offers a chance to work in a dynamic environment with a growing team and collaborate directly with our Director of Benefits. If you have a passion for health insurance and excellent communication skills, please apply.



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