Health Insurance Agent
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Job Description
Remote Oregon Health Insurance Agent helping U.S. customers understand, select, and enroll in health plans. Handling consultative sales, documentation, follow-ups, and compliant customer support.
Responsibilities:
- Handle inbound and outbound calls with potential and existing customers interested in health insurance plans
- Conduct needs assessments to understand clients' healthcare requirements, financial situations, and coverage preferences
- Explain health insurance plans, benefits, coverage options, premiums, deductibles, and eligibility requirements
- Guide customers through enrollment and assist with required documentation
- Provide accurate plan information and ensure compliance with established guidelines
- Build trust and rapport through personalized assistance and solutions
- Manage customer objections and concerns using a consultative sales approach
- Follow up with leads and prospects to increase enrollment opportunities
- Maintain accurate customer interaction, application, and follow-up records in CRM systems
- Meet individual and team sales goals, quality standards, and performance metrics
- Stay updated on insurance products, market changes, and company procedures
- Ensure confidentiality and proper handling of customer personal information
Requirements:
- 1+ years of experience in sales, customer service, call center, BPO, or insurance-related roles
- Previous experience selling health insurance, Medicare, ACA plans, or other insurance products is highly preferred
- Experience working with U.S. customers is a plus
- Strong verbal communication and active listening skills
- Sales-oriented mindset with ability to close opportunities
- Customer-focused approach with empathy and problem-solving skills
- Ability to handle objections and explain complex information simply
- Strong attention to detail and organizational skills
- Ability to work under performance goals and KPIs
- Comfortable using CRM systems and digital tools
- Advanced English level (B2/C1 preferred)
- Strong reading comprehension for insurance documentation and customer information
- Active U.S. Health Insurance License depending on state requirements is a preferred qualification
- Experience with ACA Marketplace, Medicare Advantage, Medicaid, or private health insurance products is preferred
- Familiarity with U.S. healthcare terminology and enrollment processes is preferred
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