Licensed Health Inside Insurance Agent

M

MRS Insurance LLC

Posted 3 months ago

Full Time

Tampa, Florida

In Person

Smart Summary

Responsibilities

The agent will manage client relationships by serving as the primary point of contact for Medicare and Marketplace inquiries. Additionally, they will provide high-level administrative support to producing agents and maintain accurate client records in the CRM.

Qualifications

MRS Insurance is seeking a Licensed Health Inside Insurance Agent to manage a client database and provide exceptional service. The role requires a FL 240 Health License or FL 215 Life, Health, Annuity, strong computer skills, and excellent communication abilities. Previous experience in insurance or customer service is a plus, and the role focuses on client support without sales pressure.

Job Description

Benefits:
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Health insurance

MRS Insurance
is actively seeking a highly organized, responsible, detail-oriented Licensed Health Inside Insurance Agent to become an essential part of our team. This role is crucial for managing our rapidly expanding client database and ensuring the delivery of exceptional client service. 
This is an ideal position for a licensed insurance professional who is seeking a stable, in-house role focused purely on client support and service, without the pressure of sales or building their own book of business.

This is a Licensed Only, In-House Agent position. This role is explicitly structured for professionals who hold their insurance license but do not wish to build their own business. You will be an essential member of the MRS Insurance internal team, operating entirely from our office location. NO COLD CALLING.
You will not be required to function as a Field Agent; your success will be measured by the quality of your client services with the possibility of bonuses depending on performance and goals met.

Primary Responsibilities:Centered on client relationship management and operational support will include the following.

  • Client Assistance: Serving as the first point of contact primarily for Medicare and Marketplace clients, promptly and professionally responding to all inquiries regarding their insurance needs, policy changes, billing questions, and claim status updates.
  • Administrative Support: Providing daily, high-level administrative and client support to our top three producing agents, allowing them to focus on new business development. This may include preparing policy review documents, generating reports, and managing follow-up communications.
  • Record Keeping: Maintaining impeccably accurate and up-to-date client records, policy documentation, and interaction logs within the agency's CRM system, ensuring compliance and data integrity.
  • Customer Excellence: Proactively delivering a consistently superior customer service experience, anticipating client needs, and resolving complex issues efficiently and courteously.
  • Product Knowledge: Utilizing your existing health insurance license and product knowledge to accurately advise clients on existing policy details and explain coverage specifics.

Requirements:
  • Must have FL 240 Health License or FL 215 Life, Health, Annuity 
  • Must pass background check
  • Obtain Medicare and CMS certifications, training, and obtain contracting with the carriers, as required by state regulations once hired.
  • Valid driver’s license and reliable transportation.
  • High school diploma or equivalent; a bachelor’s degree in a related field is a plus, but not required
  • Willingness to travel within the assigned territory, if needed at times.
  • Must be flexible and teachable.
  • Great computer skills and being quick to learn all systems and programs like Microsoft Office, Google Workspace and other software applications.
  • Previous experience in sales or insurance sales, administrative, and/or customer service is a plus but not required.
  • Self motivated and capable of working independently, managing multiple tasks simultaneously, and prioritizing effectively in a fast-paced office environment.
  • Team player with excellent verbal and written communication skills and the ability to collaborate effectively with agents and staff.

Hours:
  • 40 hours/week  (but will vary depending on the season)


About MRS InsuranceMRS Insurance is an independent Life, Health and Retirement Planning agency. We specialize in Medicare and Under 65 health insurance, as well as helping clients prepare for retirement. Our team prioritizes ethical client care and boasts over 50+ years of combined industry experience. We pride ourselves in going the extra mile for our clients and team.www.mrs-insurance.com

We are looking forward to hearing from you and helping you start a rewarding career in the Health and Life insurance industry!

M

MRS Insurance LLC

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