Consultant, Employee Benefits
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Santa Maria • California • United States
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Salary
💰 $20 - $22 per hour
About the role
- Establishes and maintains strong business relationships with clients and insurance carriers.
- Performs financial analysis.
- Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement, Medicare Advantage, Part-D, Individual & Family Medical Plans (off exchange), Dental, Vision, International Travel, Expatriate Medical, Life Insurance.
- Critically analyzes and compares insurance plans to determine suitability.
- Responsible for strategic planning of all clients and overall retention of accounts.
- Educates employees regarding Medicare.
- Generates professional client and carrier correspondence.
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
- Provides training as a subject-matter-expert to other Client Services team members on various topics.
- Provides support to other employees within the department.
- Performs other duties and projects as assigned.
Requirements
- High School / GED
- 2+ years of related compliant Medicare insurance sales and service experience
- Life & Health License
- AHIP Certified
- Contracted with various Medicare Carriers
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysiswriting medical plansinsurance plan analysisstrategic planningclient retentiontrainingdocumentationdata accuracy
Soft Skills
relationship buildingcommunicationeducationsupportorganization
Certifications
High School / GEDLife & Health LicenseAHIP Certified