Insurance Advisor jobs in United States
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MedaHealth Associates ยท 4 days ago

Insurance Advisor

MedaHealth Associates works with leading insurance carriers across the United States, providing top-tier services to clients and rewarding opportunities to its team. The Insurance Advisor will focus on building and maintaining client relationships, identifying insurance needs, and recommending suitable coverage options.

Insurance
Hiring Manager
Gage Lamfers
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Responsibilities

Building and maintaining client relationships
Identifying insurance needs
Recommending suitable coverage options
Leveraging company-provided leads
Explaining insurance plans and policies
Preparing quotes
Assisting clients with the application process
Following up to ensure customer satisfaction
Staying informed on industry trends
Participating in training sessions

Qualification

Sales skillsCustomer service skillsInsurance product knowledgeSales software proficiencyProactive approachMultitaskingWillingness to obtain certificationsNegotiation skillsCommunication skillsActive listeningRelationship buildingAttention to detailOrganizational skillsSelf-motivationGoal-oriented mindset

Required

Strong sales, negotiation, and customer service skills
Proficiency in communication, active listening, and relationship building
Ability to understand insurance products, perform needs assessments, and provide tailored solutions
Attention to detail, ability to multitask, and organizational skills to manage client portfolios effectively
Proficiency in using sales software and technology
Self-motivation, goal-oriented mindset, and a proactive approach
Licensing in insurance or willingness to obtain required certifications during the training period

Preferred

Previous experience in the insurance industry is a plus

Benefits

Dynamic office environment
Daily and weekly bonuses
Flexible scheduling after training
Carrier bonuses
Profit-sharing programs
Long-term residual income
Exotic semi-annual company trips

Company

MedaHealth Associates

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At MedaHealth we represent the industry's leading carriers across the US.

Funding

Current Stage
Growth Stage

Leadership Team

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Rick Pertile
Founder
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Company data provided by crunchbase