Life & Health Insurance Professional

gpac; Walkerton (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

gpac seeks a knowledgeable Life & Health Insurance Agent with Medicare focus to advise clients on coverage options and tailor plans to individual needs. The role emphasizes building trusted relationships, staying current on Medicare rules, and guiding clients through MA, Medigap, and Part D selections.

Ideal candidates are licensed in Life & Health, with sales or customer service background, strong communication skills, and experience using CRM systems and MS Office to manage client portfolios.

Qualifications

• Active Life & Health Insurance License required.
• Prior insurance sales or customer service experience preferred.
• Working knowledge of Medicare products and senior market insurance solutions.
• Strong communication and consultative sales skills.
• Ability to explain complex insurance concepts clearly and professionally.
• Self-motivated with strong organizational and time-management abilities.
• Proficiency with CRM systems and Microsoft Office Suite preferred.

Responsibilities

• Educate clients on life and health insurance products, including individual and family health plans.
• Assist Medicare-eligible clients with understanding Medicare Advantage Plans, Medigap, and Part D plans.
• Conduct policy reviews and needs assessments to identify appropriate coverage solutions.
• Build and maintain strong client relationships through exceptional service and follow-up.
• Generate new business through referrals, networking, community outreach, and lead follow-up.
• Stay current on Medicare guidelines, compliance standards, and carrier product updates.
• Process applications accurately and ensure all documentation is compliant and complete.
• Collaborate with carriers and internal teams to resolve policy or service-related issues.
• Maintain active licensing and complete continuing education requirements.

Skills

Life & Health Insurance

Medicare knowledge

Sales experience

Client communication

Time management

CRM proficiency

MS Office

Tools

CRM systems

Microsoft Office

Job description

Life & Health Insurance Agent (Medicare Focus) - Job Description

Position Summary

We are seeking a knowledgeable and client-focused Life & Health Insurance Agent with experience or background knowledge in Medicare products and senior market solutions. This individual will assist clients in evaluating insurance needs, educating them on available coverage options, and recommending personalized life, health, and Medicare-related insurance solutions. The ideal candidate is relationship-driven, detail-oriented, and passionate about helping individuals make informed healthcare and financial protection decisions.

Key Responsibilities

• Educate clients on life and health insurance products, including individual and family health plans
• Assist Medicare-eligible clients with understanding:
  • Medicare Advantage Plans
  • Medicare Supplement (Medigap) Plans
  • Medicare Part D Prescription Drug Plans
• Conduct policy reviews and needs assessments to identify appropriate coverage solutions
• Build and maintain strong client relationships through exceptional service and follow-up
• Generate new business through referrals, networking, community outreach, and lead follow-up
• Stay current on Medicare guidelines, compliance standards, and carrier product updates
• Process applications accurately and ensure all documentation is compliant and complete
• Collaborate with carriers and internal teams to resolve policy or service-related issues
• Maintain active licensing and complete continuing education requirements

Qualifications

• Active Life & Health Insurance License required
• Previous insurance sales or customer service experience preferred
• Working knowledge of Medicare products and senior market insurance solutions
• Strong communication and consultative sales skills
• Ability to explain complex insurance concepts in a clear and professional manner
• Self-motivated with strong organizational and time-management abilities
• Proficiency with CRM systems and Microsoft Office Suite preferred

Preferred Experience

• Experience selling Medicare Advantage, Supplement, or Part D plans
• Background working with senior clients or retirement planning solutions
• Bilingual abilities are a plus
• AHIP certification preferred (if applicable)

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.