Group Health Insurance Agent

TruSummit Insurance; United States; On-site; USD 50,000 - 75,000; Full time

Job summary

TruSummit Insurance is seeking a Health Insurance Agent for a full-time remote position focused on helping clients select and manage health coverage that fits their financial and personal needs. You will assess requirements, explain options, and enroll clients in suitable plans.

Responsibilities include handling applications, renewals, maintaining records, staying compliant with CMS/state rules, and educating clients on related products, while collaborating with internal teams to deliver

Qualifications

• Licensure in health insurance (or eligibility to obtain) and familiarity with CMS/state rules.
• Experience in health insurance brokerage and recommending plans.
• Excellent communication and client relationship skills.
• Remote-work capability with CRM systems, video meetings, and digital documentation.

Responsibilities

• Assess client requirements and explain health insurance and Medicare options.
• Compare plans and recommend suitable solutions.
• Handle policy applications, enrollments, and renewals.
• Maintain accurate client records and ensure regulatory compliance.
• Educate clients on related insurance products and carrier offerings.
• Collaborate with internal teams to deliver integrated financial strategies.

Skills

Insurance knowledge

Insurance brokerage

Communication skills

Health insurance license

Health insurance sales

Remote work proficiency

Ethical standards

Education

High school diploma

Post-secondary in business/finance

Tools

CRM systems

Video conferencing tools

Digital documentation software

Job description

Company Description

TruSummit Insurance specializes in delivering financial knowledge, products, and solutions for individuals and businesses. The company focuses on designing and implementing insurance planning and financial strategies that help clients cost-effectively cover their needs while maintaining control of their financial future. TruSummit provides expertise across practical tax planning, risk management for personal and commercial lines, investment planning, retirement strategies, and estate preservation. The organization also supports businesses with comprehensive employee benefits solutions, positioning itself as a long-term advocate for clients' financial well-being.

Role Description

The Health Insurance Agent role at TruSummit Insurance is a full-time remote position focused on helping clients select and manage health insurance coverage that aligns with their financial and personal needs. Day-to-day responsibilities include assessing client requirements, explaining health insurance and Medicare options, comparing plans, and recommending appropriate solutions. The agent will handle policy applications, enrollments, and renewals, while maintaining accurate client records and ensuring regulatory compliance. This role also involves educating clients on related insurance products, collaborating with internal teams to deliver integrated financial strategies, and maintaining up-to-date knowledge of industry changes and carrier offerings.

Qualifications

• Strong foundation in Insurance, Health Insurance, and Medicare, with the ability to explain plan options and coverage clearly.
• Experience in Insurance Brokerage, including comparing carriers, products, and pricing to recommend suitable solutions.
• Excellent Communication skills, including listening, presenting complex information in simple terms, and building client trust.
• Relevant state health insurance license (or eligibility to obtain), plus familiarity with CMS and state regulatory requirements.
• Prior experience in health insurance sales, financial services, or client advisory roles is highly beneficial.
• Comfort with remote work, including proficiency with CRM systems, virtual meeting tools, and digital documentation.
• Strong ethical standards, attention to detail, and a client-first mindset focused on long-term relationships.
• High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.