Licensed Insurance Agent

Company Description HealthMarkets, Inc. is a technology-enabled health insurance marketplace that provides customized health and supplemental insurance solutions to individuals, families, seniors, and small businesses. Since 1984, the company has served millions of customers through its integrated businesses powered by the proprietary HealthMarkets Insurance Exchange platform, which connects people, products, data, and processes. HealthMarkets Insurance Agency is one of the largest independent insurance agencies in the United States, offering health, Medicare, life, and supplemental insurance products from more than 250 carriers, including major brands such as Aetna, UnitedHealthcare, Cigna, Humana, and Blue Cross Blue Shield. Through brands like SureBridge and Excelsior Insurance Brokerage, Inc., HealthMarkets also provides leading supplemental coverage and multi-line brokerage solutions to support financial security and modern insurance needs across the country.\n
Role Description This full-time, on-site Licensed Insurance Agent role is based in San Jose, CA. The Licensed Insurance Agent will meet with individuals, families, and small business clients to assess their health and financial protection needs and recommend appropriate health, Medicare, life, and supplemental insurance products. Daily responsibilities include conducting consultations, explaining policy options and benefits, preparing quotes, and supporting clients through the application and enrollment process. The role also involves maintaining up-to-date knowledge of carrier offerings and regulatory requirements, following up with existing clients for renewals and coverage reviews, and documenting interactions and policy changes in accordance with company standards. Agents collaborate with internal teams, leverage the HealthMarkets technology platform, and participate in training and sales meetings to achieve performance goals and deliver high-quality customer experiences.\n
Qualifications
\n

• \n
• Candidates should possess skills in Insurance Sales and Insurance to effectively match clients with appropriate health, Medicare, life, and supplemental coverage.
• \n
• Candidates should possess skills in Insurance Brokerage and Finance to navigate multi-carrier offerings and discuss financial implications of coverage options.
• \n
• Candidates should possess strong Customer Service skills to provide clear guidance, build long-term client relationships, and support clients throughout the policy lifecycle.
• \n
• Active state insurance license (or eligibility to obtain one within a defined timeframe) in relevant lines of authority such as health, life, and accident.
• \n
• Previous experience in health or life insurance sales, brokerage, or related financial services is strongly preferred.
• \n
• Ability to work on-site in San Jose, CA, with strong interpersonal, communication, and presentation skills.
• \n
• Comfort using digital tools and CRM or agency management systems to manage leads, client records, and follow-up activities.
• \n
• High school diploma required; associate or bachelor’s degree in business, finance, or a related field is a plus.
• \n