Insurance Agent

HealthOption Group; Fort Myers (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

HealthOption Group in Fort Myers, FL is seeking a full-time Insurance Agent to help individuals, families, and businesses evaluate health insurance and Medicare options, explain plan structures, and recommend coverage.

You will generate and follow up on leads, schedule client appointments, prepare quotes, process applications, and maintain accurate client records, while delivering ongoing service and staying current on carrier products and regulations.

Qualifications

• Active or eligible Florida health insurance license required or ability to obtain promptly.
• Prior experience in health insurance or Medicare products preferred.
• Strong communication and customer service skills.
• Ability to explain plan structures, premiums, and benefits clearly.
• Self-motivated, organized, and detail-oriented with ability to manage multiple cases.
• Proficiency with computers, CRM systems, and quoting tools; willingness to learn agency platforms.

Responsibilities

• Generate and follow up on leads.
• Conduct client appointments and prepare quotes.
• Process applications and maintain accurate client records.
• Provide ongoing customer service and handle policy questions.
• Stay current on industry trends, regulations, and carrier products.
• Collaborate with leadership to meet sales goals while maintaining ethics and compliance.

Skills

Insurance Sales

Insurance Brokerage

Customer Service

Communication Skills

Negotiation Skills

CRM Systems

Education

Health insurance license (Florida)

Tools

CRM Software

Online quoting tools

Job description

Company Description

HealthOption Group is a local health insurance agency based in Fort Myers, FL, serving clients throughout Florida and multiple other states. With more than two decades of industry experience, the agency specializes in individual, family, and group health insurance as well as Medicare plans. The team is committed to helping clients navigate complex coverage options and find plans that fit their unique needs. HealthOption Group offers a professional, client-focused environment where insurance professionals can grow their careers and deepen their expertise in health insurance solutions.

Role Description

This is a full-time, on-site Insurance Agent role located in Fort Myers, FL. The Insurance Agent will consult with individuals, families, and businesses to assess their health insurance and Medicare needs, explain plan options, and recommend appropriate coverage. Day-to-day responsibilities include generating and following up on leads, conducting client appointments, preparing quotes, processing applications, and maintaining accurate client records. The role also involves providing ongoing customer service, handling policy questions and changes, and staying up to date on industry trends, regulations, and carrier products. The Insurance Agent will collaborate with agency leadership and colleagues to meet sales goals while maintaining high ethical and compliance standards.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage to effectively identify client needs and close appropriate coverage solutions.
• Candidates should possess foundational knowledge in Insurance and Finance to explain plan structures, premiums, and benefits clearly and accurately.
• Candidates should possess strong Customer Service skills to build long-term relationships, respond to inquiries, and resolve issues promptly and professionally.
• Active or eligible Florida health insurance license (or ability to obtain promptly) is required; additional state licenses are a plus.
• Prior experience in health insurance or Medicare products is strongly preferred, with a solid understanding of individual, family, and group plans.
• Strong communication, interpersonal, and negotiation skills, with the ability to present complex information in a clear and accessible way.
• Self-motivated, organized, and detail-oriented, with the ability to manage multiple client cases and meet sales and compliance targets.
• Proficiency with basic computer applications, CRM systems, and online quoting tools; willingness to learn agency-specific platforms.