Health Insurance Specialist

2 weeks ago


Marshfield, Wisconsin, United States Forward Bank Full time
Unlock Your Potential as a Health Insurance Agent

Forward Insurance is a dynamic and award-winning organization that has been recognized as one of the Best Banks to Work For by American Banker. We're seeking an experienced Health Insurance Agent to join our growing team and help individuals and families navigate the complex world of health insurance.

Key Responsibilities:
  • Engage with clients to assess their healthcare needs and provide guidance on selecting the most suitable health plans.
  • Offer expert advice on Medicare programs, helping eligible clients navigate their choices and complete necessary applications.
  • Present at seminars and webinars throughout the year across all locations.
  • Stay informed about changes in healthcare regulations and insurance products to provide accurate and up-to-date advice to clients.
  • Conduct regular reviews of clients' insurance needs to ensure their coverage remains appropriate as their circumstances change.
  • Educate clients on the specifics of their insurance policies, including coverage details, premiums, deductibles, and out-of-pocket costs.
  • Document and maintain detailed records of client interactions, insurance applications, and policy changes.
Qualifications:
  • 2-3 years of proven experience as a Health Insurance Agent or relevant experience.
  • Active Life/ Accident & Health Insurance licenses.
  • AHIP and Market Place certification (or within the first 60 days of employment).
  • Bachelor's degree in business (preferred but not required).
  • Excellent communication, presentation, and sales skills.
  • Ability to deliver client-focused solutions and establish long-lasting relationships.

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