Heffernan Insurance Brokers · 1 day ago
Medicare and Individual Health Advisor
Los Angeles, CA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $80K/yr
2+ years expHeffernan Insurance Brokers is looking for an experienced and customer-focused Medicare and Individual Health Advisor to guide clients through the process of selecting and enrolling in Medicare and Individual & Family Health Plans. This role involves assessing client needs, explaining coverage options, and ensuring compliance with federal and state insurance regulations while building long-term relationships with clients.
FinanceFinancial ServicesInsurance
Responsibilities
Educate clients on Medicare (Parts A, B, C, and D), Medicare Supplements, and Individual & Family Plans (ACA & Private)
Conduct needs assessments to recommend appropriate health insurance products based on clients’ medical and financial situations
Assist clients with plan comparisons, enrollment applications, and renewals
Stay current with federal and state health insurance regulations, including CMS and ACA guidelines
Maintain accurate and detailed records of all client interactions and policy transactions
Build and maintain strong relationships with clients to ensure satisfaction and long-term retention
Participate in educational events, outreach, and marketing initiatives to generate leads and grow your book of business
Work with carriers and internal teams to resolve client issues related to billing, coverage, or claims
Maintain AHIP Certification on a yearly basis
Other duties and special projects as assigned
Qualification
Required
High School graduate/GED required
Minimum of two (2) years' working experience in Medicare, IFP and/or group health insurance or with a benefits brokerage/consulting firm
Active Life & Disability license is required
Excellent communication, customer service, and organizational skills
Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint
Professional demeanor and behavior required as referenced in the Heffernan core values (Habits)
Bilingual (English/Spanish) professional
Benefits
Discretionary annual incentive program
Comprehensive benefits package
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase