Job Description

Job Description

Job Description

We are seeking a Licensed Insurance Agent to join our team! A Health Plan Specialist (HPS) is a caring and energetic individual passionate about serving seniors, understanding their healthcare needs and improving their quality of life. The services provided by an HPS result in increased access to care, financial savings and directly affect the lives of those they serve in a very positive way. The position is highly specialized and requires continuous training and certification on all plans SBHIS is contracted with.

A HPS is expected to meet or exceed their monthly goals. The position is exciting and exposes you to a significant amount of time in the field developing enrollment opportunities and marketing in the community. You will develop personal relationships with doctors, medical offices, medical groups, and community leaders. You will serve your community, give back, provide excellence in service with heart, treat people with empathy, and connect with them. This role is crucial to the success of grassroots marketing campaigns and strategies for the agency. You will be responsible for executing your marketing plan and for adequately tracking your efforts and results for effectiveness.

Responsibilities:

• Present and sell Medicare insurance policies to new and existing clients
• Develop and calculate suitable plans based on clients' needs
• Resolve client inquiries and complaints
• Expand business reach through networking techniques
• Comply with insurance standards and regulations
• Track and identify areas of improvement
• Attend community events (Health Fairs, Vaccination Drives, Covid Testing, Food Banks, etc.)
• Direct one on one engagement with seniors
• Develop relationships with 2 to 3 Medical offices and actively works with them
• Conduct regular communication with new and existing members using various methods to improve retention and generate referrals
• Will become highly skilled at completing paper and online enrollment applications on behalf of members
• Must meet a quarterly goal of 75 enrollments with no more than 10% re‐enrolls

Qualifications:

• A Current Life & Health Insurance License for the state of CA is required
• Must complete ALL certifications and testing within 30 days of employment
• Previous experience in insurance, customer service, medical field or other related fields
• Ability to build rapport with clients
• Sales experience
• Bilingual skills is a plus (Spanish, Russian, Chinese and Vietnamese)
• Reliable transportation and clean driving record
• Background check required
• Must have a positive attitude and exemplary attendance
• Excellent written and verbal communication skills
• Ability to prioritize and multitask

SBHIS is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs. All of our services are at no cost. Our company's mission is simple, we believe in "Making Medicare Easier," and everything we do revolves around this. Our company's core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change.

Company Description

SBHIS is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs. All of our services are at no cost. Our company's mission is simple, we believe in "Making Medicare Easier," and everything we do revolves around this. Our company's core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change.

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