Health Insurance NW · 5 months ago
Senior Insurance Broker
Puyallup, WA
Full-time
Onsite
Senior Level
5+ years expHealth Insurance NW is a service-driven agency focused on client relationships, seeking an experienced Senior Insurance Broker to guide clients through complex insurance decisions. The role involves managing a diverse portfolio, providing expert recommendations, and contributing to the agency's growth through high-quality service and client engagement.
Financial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Advise clients on coverage options tailored to their needs, offering clear guidance and trusted expertise
Generate new business independently and in collaboration with the team
Prepare quotes, process applications, and clearly explain plan details to clients
Respond promptly to client inquiries, resolve issues efficiently, and uphold high service standards
Build and maintain long-term relationships with clients and carrier partners
Stay current with product offerings, industry trends, and compliance updates
Track client policies, manage updates and renewals, and ensure accurate documentation
Work with internal support staff to maintain organized, up-to-date client records
Qualification
Required
Licensed in health, life, or related insurance lines
5+ years of experience in insurance brokerage or a related field
Strong written and verbal communication skills; clear and confident with clients
Tech-savvy and process-oriented—able to manage multiple systems and tasks
Skilled at navigating complex client needs with empathy and professionalism
Collaborative team member who values internal communication and shared goals
Motivated by both long-term relationships and business growth
Familiar with compliance standards and industry regulations
Company
Health Insurance NW
Health Insurance Team offers individual and group health insurance, Medicare plans, and more.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase