Job Description Health Insurance Sales Agent Job Description
Health Insurance Sales Agent Job Description

Job Brief

As a Health Insurance Sales Agent, you will be responsible for promoting and selling health insurance products to individuals and businesses. This role requires strong communication skills, an in-depth understanding of health insurance policies, and the ability to assess clients’ needs to recommend suitable coverage options. Candidates should possess a track record in sales, ideally within the insurance sector, and demonstrate exceptional negotiation and customer service skills.

Responsibilities

  • Identify and engage potential clients through various sales channels, including referrals and networking.
  • Assess clients’ insurance needs and recommend appropriate health insurance products.
  • Provide clients with accurate information regarding policy options, coverage limits, and pricing.
  • Prepare and present insurance proposals tailored to clients’ requirements.
  • Maintain and update client records and manage follow-up communications.
  • Stay informed about industry trends, market conditions, and regulatory changes affecting health insurance.
  • Achieve sales targets and contribute to overall business growth.
  • Deliver exceptional customer service throughout the policy lifecycle, from initial inquiry to claims processing.

Requirements

  • Proven experience in sales, preferably in health or life insurance.
  • Valid insurance license as required by state regulations.
  • Strong knowledge of health insurance products and market dynamics.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to build and maintain client relationships.
  • Proficient in using CRM software and other sales tools.
  • Strong organizational skills with attention to detail.
  • Ability to work independently and as part of a team to achieve sales goals.

Similar Job Titles

  • Insurance Sales Representative
  • Health Insurance Advisor
  • Insurance Broker
  • Life Insurance Sales Agent
  • Health Insurance Consultant
  • Sales Agent – Health and Life Insurance
  • Insurance Account Executive
  • Personal Insurance Advisor