Bilingual Health Insurance Agent

Alera Group, Inc.; Westminster (CA); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development opportunities

Job summary

Alera Group, Inc. is seeking a Bilingual Health Insurance Agent to join our in-office team in Westminster, CA.

You will deliver excellent service, educate clients on health, dental, vision, and supplemental insurance options, and help clients choose coverage that fits their needs. The role emphasizes building trusted relationships, handling enrollment processes, and meeting sales and performance targets in a collaborative, client-focused environment.

Qualifications

• Fluent in both English and Vietnamese.
• Strong customer service, communication, and interpersonal skills.
• Ability to build trust and establish relationships with clients from diverse backgrounds.
• Comfortable working in a sales-driven environment with performance goals.
• Strong organizational skills and attention to detail.
• Ability to navigate multiple software systems and business applications.
• Ability to work independently while contributing to a collaborative team culture.

Responsibilities

• Deliver exceptional customer service to clients both in person and over the phone.
• Educate individuals on health, dental, vision, and supplemental insurance products.
• Conduct needs assessments and recommend appropriate coverage solutions.
• Enroll new clients into insurance plans and assist with application completion.
• Support existing clients with questions regarding coverage, billing issues, access to care, and benefits administration.
• Navigate multiple systems and applications while maintaining accuracy and attention to detail.
• Maintain compliance with carrier, regulatory, and organizational requirements.
• Participate in training programs, coaching, and development activities to strengthen product knowledge and sales effectiveness.
• Meet and exceed individual sales and performance goals.
• Build long-term client relationships through proactive communication and service.

Skills

Bilingual English-Vietnamese

Customer service

Sales-oriented

Relationship building

Communication skills

Job description

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Overview

Bilingual Health Insurance Agent

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As a Bilingual Health Insurance Agent, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Responsibilities

• Deliver exceptional customer service to clients both in person and over the phone
• Educate individuals on health, dental, vision, and supplemental insurance products
• Conduct needs assessments and recommend appropriate coverage solutions
• Enroll new clients into insurance plans and assist with application completion
• Support existing clients with questions regarding coverage, billing issues, access to care, and benefits administration
• Navigate multiple systems and applications while maintaining accuracy and attention to detail
• Maintain compliance with carrier, regulatory, and organizational requirements
• Participate in training programs, coaching, and development activities to strengthen product knowledge and sales effectiveness
• Meet and exceed individual sales and performance goals
• Build long-term client relationships through proactive communication and service

Qualifications

Required Qualifications

• Fluent in both English and Vietnamese
• Strong customer service, communication, and interpersonal skills
• Ability to build trust and establish relationships with clients from diverse backgrounds
• Comfortable working in a sales-driven environment with performance goals
• Strong organizational skills and attention to detail
• Ability to navigate multiple software systems and business applications
• Ability to work independently while contributing to a collaborative team culture

Licensure

• Active Health & Life Insurance License preferred
• Candidates without a license are encouraged to apply
• Ability to obtain and maintain required insurance licensing after hire
• Willingness to complete licensing and training requirements within established timelines

Preferred Qualifications

• Prior insurance sales, healthcare, retail sales, customer service, or call center experience
• Experience working with Medicare, Individual Health, ACA Marketplace, or supplemental insurance products
• Experience educating consumers on complex products or services
• Demonstrated success meeting sales, retention, or performance goals
• Experience working in a bilingual client-facing environment
• Knowledge of healthcare coverage and insurance enrollment processes

Compensation

• Salary Range - $21-24 an hour plus commission

Benefits

Eligible colleagues enjoy a comprehensive benefits package that includes -

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development opportunities

Additional Information

Work Arrangement

This position is In-Office

• In-Office - This role requires regular on-site attendance at the designated office location.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

• Office

Location Type

In-Office