We are seeking a knowledgeable and customer-focused Term/Health Insurance Advisor to join our team. The ideal candidate will provide expert guidance to individuals and organizations in selecting suitable health insurance plans, ensuring they meet both budget and healthcare needs. You will play a critical role in educating clients, analyzing policy options, and facilitating enrollment.
Assess clients’ needs and recommend appropriate health insurance plans.
Explain policy details including coverage, premiums, deductibles, exclusions, and benefits.
Assist with the application and enrollment process for individual, family, or group health plans.
Maintain up-to-date knowledge of government regulations and insurance products (e.g., ACA, Medicare, Medicaid, private health insurance).
Build and maintain strong client relationships to ensure satisfaction and long-term engagement.
Stay informed on market trends and competitor offerings.
Handle policy renewals, claims support, and resolve customer concerns.
Collaborate with internal teams (e.g., sales, underwriting, claims) to provide seamless client service.
Meet or exceed sales targets and compliance standards.