Senior Benefit Services is seeking a full time Insurance Agent to join our growing team. This is an inside sales and client services role supporting an established book of business of over 1,000 clients. This position works closely with an agency owner and plays a key role in managing ongoing client relationships. In this role, you will act as a trusted advisor to seniors, guiding them through Medicare and retirement insurance decisions to ensure they have coverage that best fits their healthcare and financial needs. Because we represent over 50 insurance carriers, you will be able to shop the market and provide customized, unbiased recommendations.
This is an ideal opportunity for someone who enjoys relationship based sales, long term client service, and making a meaningful impact in the lives of seniors.
What would I do on a typical day?
Serve as the primary point of contact for an established book of Medicare clients
Consult with existing and prospective clients to understand healthcare and financial needs
Assist Medicare eligible individuals in selecting insurance coverage that best meets their needs
Support clients through the enrollment process, ensuring accuracy and compliance
Provide ongoing service including benefit activation, provider searches, , and issue resolution
Proactively follow up with clients to maintain strong relationships and long term retention
Work closely with the agency owner to deliver a consistent, high quality client experience
What qualifications do I need?
Hardworking, dependable, and service oriented mindset
Strong written, verbal, and interpersonal communication skills
Comfort managing a high volume of client relationships
Basic knowledge of Microsoft Office and confidence navigating CRM systems
Strong organizational and time management skills with the ability to meet deadlines
Ability to work independently while contributing to a team environment
No prior sales experience required, training provided
Health and Life Insurance License preferred but not required, must be willing to obtain
Why should I join the SBS team?
Hourly pay plus uncapped performance based bonuses
Health Insurance Available
Work with an established book of business, no cold calling required
Build a career that makes a real difference by helping seniors save hundreds or thousands of dollars each year and access quality healthcare
Join a fast growing company that has doubled in size over the past two years
Access to a full suite of insurance solutions so you can focus on client needs, not product limitations
Collaborative environment with direct partnership and mentorship from an agency owner