Insurance Agent: Inside Sales and Client Services

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