Health Insurance Agent job description
Get a professionally crafted Health Insurance Agent Job Description Template to save time and attract the right candidates. Our template is tailored for clarity, consistency, and ease of customization, helping you create job descriptions that stand out to top talent.
Need a template?
Download Template
Hiring for this role?
Source Candidate Faster
What does a Health Insurance Agent do?
The Health Insurance Agent plays a crucial role in guiding clients through the complexities of health insurance. This position is vital in achieving sales targets by providing expert advice and support to individuals in selecting suitable health insurance plans.
Write effective job descriptions in minutes with our free templates, designed to attract top talent.
Professionally crafted templates
Editable and easy to customize
Proven to save time
What are the Key Responsibilities of Health Insurance Agent
- Assess client needs and provide recommendations for health insurance plans.
- Educate clients on available insurance products and services.
- Assist clients in the application process and ensure all documentation is complete.
- Renew existing policies and update client information as needed.
- Analyze trends in the health insurance market to stay informed.
- Collaborate with insurance underwriters to customize plans.
- Address customer queries and resolve issues promptly.
- Maintain an accurate client database and ensure confidentiality.
What are the Skills and Requirements for a Health Insurance Agent?
- In-depth knowledge of health insurance products and services.
- Excellent communication and interpersonal skills.
- Strong sales and negotiation skills.
- Ability to explain complex information clearly.
- Proficient in client relationship management software.
- Problem-solving and critical-thinking abilities.
What are the KPIs to track for Health Insurance Agent?
The Health Insurance Agent's performance is evaluated based on achieving sales quotas, client retention rates, and customer satisfaction including the successful navigation of client inquiries and concerns.
Sales Performance
Meet or exceed set sales targets.
Client Retention
Maintain and improve renewal rates of existing policies.
Customer Satisfaction
Achieve high satisfaction scores in client feedback surveys.
Reports to
Sales Manager
Collaborates with
Customer Service Team, Underwriting Department
Leads
N/A
Are any specific tools or software required for the Health Insurance Agent role?
- CRM Systems
- Insurance Quoting Software
- Microsoft Office Suite
What is the qualification of Health Insurance Agent?
High school diploma or equivalent; licensing as required by state regulations; 2-3 years of experience in the health insurance industry is preferred.
