Insurance Sales Agents

  • ALIGHT SOLUTIONS LLC
  • Deerfield, Illinois
  • Full Time
JOB REQUIREMENTS: Customize insurance programs to suit individual customers, often covering a variety of risks. Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans. Perform administrative tasks, such as maintaining records and handling policy renewals. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. Select company that offers type of coverage requested by client to underwrite policy. Calculate premiums and establish payment method. ***** OTHER EXPERIENCE AND QUALIFICATIONS: Responsibilities: Ability to consistently provide a world class experience at all customer touchpoints Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care) Ability to pass AHIP and annual carrier certifications Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans Enroll retirees compliantly and efficiently by reading scripting verbatim Meet and/or exceed key performance indicators Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant Actively manage all appointments to follow up with a prospect Respond to voicemails within 24 business hours Monitor the internal chat and respond in a timely fashion to any questions or requests Deliver a consistently positive customer experience in a highly ethical and professional manner Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus Capable of absorbing new information and adapting to new processes and programs rapidly Ability to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and education Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity. Required Experience: High school degree or equivalent 2 years of experience in consultative sales and/or customer service, preferably in a call center or high-volume environment Aptitude for understanding details of Medicare insurance and complying with all CMS regulations No contracting restrictions as related to carriers and/or previous employers. Release documents are required if previously sponsored by carriers or other companies To be successful, you will need the following skills: Medicare sales and/or insurance sales Time management and self-discipline, ability to multitask Accountability and be open-minded to constructive criticism Effective communication including strong written and verbal communication skills, interpersonal skills, active listening, as well as conflict resolution and decision-making skills Independent thinker and take initiative in a virtual call center environment Strong computer skills ***** APPLICATION INSTRUCTIONS: Apply Online:
Job ID: 523111313
Originally Posted on: 5/31/2026

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