Educate clients on available health insurance plans including ACA-compliant plans, Medicare, Medicaid, and employer-sponsored options.
Assess client needs, preferences, and financial situations to recommend the most suitable coverage.
Assist clients with enrollment, renewals, and resolving policy-related inquiries or issues.
Stay updated on industry trends, changes in health insurance laws and regulations.
Maintain accurate and confidential client records in compliance with HIPAA.
Meet or exceed performance metrics including customer satisfaction, sales targets, and compliance standards.
Collaborate with other departments (e.g., claims, underwriting) to support client needs.