Insurance Agent, Clearwater, FL

Job Title:
Insurance Agent
Work Location:
Clearwater, Florida


Reports to:
Call Center Operations Supervisor

Up to $22 per hour plus monthly bonus opportunity



Essential Duties and Responsibilities:

  • Assist customers in making healthcare decisions by carefully matching customers with the optimal products and services
  • Meet monthly sales and performance goals
  • Answer phone calls from customers and assist them in completing the appropriate applications and forms
  • Remain current on products and processes in a multi-product environment
  • Abide by the Centers for Medicare and Medicaid Services (CMS) Medicare Marketing Guidelines and company policies and procedures
  • Demonstrate fantastic customer service skills with a friendly and patient attitude
  • Remain compliant with all state continuing education requirements
  • Perform related duties as assigned by supervisor
  • Maintain compliance with all company policies and procedures

Education and/or Work Experience Requirements:

  • Will typically possess 2+ years inside sales experience in a Medicare and/or individual sales environment, preferably in a brokerage or insurance company with a successful track record of goal achievement
  • Knowledgeable in CMS and Health Care reform rules and regulations a plus
  • Experience selling Individual and/or senior insurance products a plus
  • Excellent computer and Internet skills with ability to navigate multiple screens
  • Must have Florida 240 Insurance License
  • Prefer BA/BS; High School Diploma required
  • Call center experience
  • Must be flexible in hours you are able to work (nights and weekends)
  • Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

Physical Requirements:

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to sit for prolonged periods of time


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