Health Insurance Agent USA

BPO2B; Oregon (WI); On-site; USD 35,000 - 60,000; Full time

Job summary

Health Insurance Agency is seeking a motivated Health Insurance Agent to assist clients in the United States with understanding and enrolling in health insurance plans. The role emphasizes strong communication, a sales mindset, and a commitment to high-quality customer experiences.

You will identify customer needs, explain options, address questions, and support clients through enrollment while adhering to company policies and regulatory requirements.

Qualifications

• 1+ years of sales or customer-service experience in insurance or related fields.
• Experience selling health insurance, ACA plans, Medicare Advantage, or related products is highly preferred.
• Experience serving U.S. customers is a plus.

Responsibilities

• Handle inbound and outbound calls about health insurance plans.
• Conduct needs assessments to understand healthcare requirements and coverage preferences.
• Explain plans, premiums, deductibles, and eligibility clearly.
• Guide customers through enrollment and complete required paperwork.
• Provide accurate plan information and ensure compliance with guidelines.
• Build trust through personalized assistance and solutions.
• Follow up with leads to increase enrollment opportunities.
• Maintain records of customer interactions and applications in CRM.
• Meet sales goals, quality standards, and KPIs.
• Stay updated on products and company procedures.
• Ensure confidentiality of customer information.

Skills

Verbal communication

Active listening

Sales mindset

Customer empathy

Problem solving

Attention to detail

Organizational skills

CRM proficiency

Job description

Health Insurance Agent (USA)

We are seeking a motivated and customer-focused Health Insurance Agent to assist clients in the United States with understanding and enrolling in health insurance plans. The ideal candidate will have strong sales skills, excellent communication abilities, and the capacity to guide customers through the insurance selection process while providing a high-quality customer experience.

The Health Insurance Agent will be responsible for identifying customer needs, explaining available insurance options, addressing questions, and supporting clients throughout the enrollment process while ensuring compliance with company policies and regulatory requirements.

Key Responsibilities

• Handle inbound and outbound calls with potential and existing customers interested in health insurance plans.
• Conduct needs assessments to understand each client's healthcare requirements, financial situation, and coverage preferences.
• Explain health insurance plans, benefits, coverage options, premiums, deductibles, and eligibility requirements in a clear and professional manner.
• Guide customers through the enrollment process and assist with completing required documentation.
• Provide accurate information regarding available plans and ensure compliance with established guidelines.
• Build trust and rapport with customers by providing personalized assistance and solutions.
• Manage customer objections and concerns while maintaining a consultative sales approach.
• Follow up with leads and prospects to increase enrollment opportunities.
• Maintain accurate records of customer interactions, applications, and follow-up activities in CRM systems.
• Meet individual and team sales goals, quality standards, and performance metrics.
• Stay updated on insurance products, market changes, and company procedures.
• Ensure confidentiality and proper handling of customer personal information.

Requirements

Experience

• 1+ years of experience in sales, customer service, call center, BPO, or insurance-related roles.
• Previous experience selling health insurance, Medicare, ACA plans, or other insurance products is highly preferred.
• Experience working with U.S. customers is a plus.

Skills & Competencies

• Strong verbal communication and active listening skills.
• Sales-oriented mindset with the ability to close opportunities.
• Customer-focused approach with strong empathy and problem-solving skills.
• Ability to handle objections and explain complex information in a simple way.
• Strong attention to detail and organizational skills.
• Ability to work under performance goals and KPIs.
• Comfortable using CRM systems and digital tools.

Language Requirements

• Advanced English level (B2/C1 preferred) to communicate effectively with U.S. customers.
• Strong reading comprehension for insurance documentation and customer information.

Preferred Qualifications

• Active U.S. Health Insurance License (depending on state requirements).
• Experience with ACA Marketplace, Medicare Advantage, Medicaid, or private health insurance products.
• Familiarity with U.S. healthcare terminology and enrollment processes.