Health Insurance Agent

Top Health Insurance Agent Skills

Below we've compiled a list of the most important skills for a Health Insurance Agent. We ranked the top skills based on the percentage of Health Insurance Agent resumes they appeared on. For example, 14.6% of Health Insurance Agent resumes contained Health Insurance Products as a skill. Let's find out what skills a Health Insurance Agent actually needs in order to be successful in the workplace.

The six most common skills found on Health Insurance Agent resumes in 2020. Read below to see the full list.

1. Health Insurance Products

high Demand
Here's how Health Insurance Products is used in Health Insurance Agent jobs:
  • Educated consumers about health insurance products available to them and completed applications and enrollments.
  • Identify consumers and initiate client interaction to introduce and implement supplemental health insurance products.
  • Perform financial analysis including underwriting and sale of Life and Health insurance products
  • Recommended health insurance products and services to members (customers) and accurately explained details of services and plan benefits.
  • Market individual health insurance products throughout the Tampa Bay area, targeting self-employed, self-insured, and small business markets.
  • Marketed and sold individual health insurance products via outbound and inbound calling using a consultative selling approach.
  • Presented business to customers and explained objectives and benefits of various Life and Health Insurance Products.
  • Demonstrate thorough knowledge of life, annuity and health insurance products, services and programs.
  • Promoted the sale of life and health insurance products to individuals and businesses.
  • Hold current state license to sell company life and health insurance products.
  • Provide guidance and closing sales for various life and Health insurance products.
  • Managed sales of health insurance products to consumers and small groups.
  • Received inbound calls from customers' interested in health insurance products.
  • Conducted in-home sales of Life and Health Insurance products.
  • Guided prospects through the maze of health insurance products.
  • Home visit for Life and Health Insurance products
  • Attended in-house training/webinars and became licensed to sell life/health insurance products in NJ and help clients plan for retirement.
  • Sell, enroll and verify customers on health insurance products, while representing the company in a professional manner
  • Received "New Agent of the Year" award for sales production of life & health insurance products.
  • full time sales, supplemental life and health insurance products.

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2. Medicare Supplements

high Demand
Here's how Medicare Supplements is used in Health Insurance Agent jobs:
  • Experienced in Medicare Supplements through a personalized lead generation program.
  • Sell insurance products, Medicare Supplements, Medicare Advantage and Medicare Prescription Drug plans nationwide in a call center environment.
  • Specialize in Individual and Small Employer Group Insurance, Medicare Supplements, Medicare Advantage Plans and Medicare Prescription Drug Plans.
  • Specialize in Long Term Care Insurance sales * Life, Medicare Supplements, and Short Term Care Insurance sales
  • Trained as a Medicare Supplements Specialist, also sold Long Term Care and Life insurance policies.
  • Certified in the state of Pennsylvania to sell life, health and Medicare supplements programs.
  • Sell Medicare Supplements, Medicare Advantage, Part D Prescription Drug Plans
  • Call leads to set appointments, sell life insurance and medicare supplements

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3. Customer Service

high Demand
Here's how Customer Service is used in Health Insurance Agent jobs:
  • Provided exemplary customer service and work quality while demonstrating attention to detail, flexibility and innovation in resolving problems.
  • Conducted performance reviews for all Customer Service Representatives to reduce resolution time and improve customer satisfaction rates.
  • Reviewed current coverage and perform any and all transactions necessary to provide superior customer service experience.
  • Provided customer service effectively and campaigned to contact each policy holder at least once annually.
  • Analyzed call volume and average call time to monitor Customer Service Representative performance and productivity.
  • Provided outstanding customer service receiving excellent feedback from customer surveys.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Provided comprehensive customer service to seniors enrolling into medicare programs.
  • Florida-licensed health insurance telesales and health insurance customer service
  • Worked closely with other departments including customer service, IT, retention and compliance to ensure customer satisfaction.
  • Trained and mentored independent contractors in consultative sales, phone skills, contract closing, and customer service.
  • State licensed (VA & NC) Insurance product and tax-deferred annuity sales and customer service/support.
  • Promoted and advanced to FSA for good quality, noting, and customer service skills.
  • Assisted customer service by handling inquiries, changing primary care physicians, and taking payments.
  • Addressed customer service inquiries in a timely and accurate fashion.
  • Provided outstanding customer service to Medicare and health plan members.
  • Practiced the utmost customer service with in each call.
  • Provide excellent customer service to senior members.
  • Represented Kaiser Permanente Individual and Family Health Insurance and provided customer service.
  • Demonstrated mastery of customer service call script within specified timeframes.

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4. Life Insurance

high Demand
Here's how Life Insurance is used in Health Insurance Agent jobs:
  • Personalize life insurance policies for individuals based on their needs, budget and eligibility for underwritten products.
  • Launched and operated contracting business specializing in health and life insurance.
  • Educate potential clients on ways to protect their assets through auto, home, and life insurance (closer).
  • Ranked in the top 10 producers nationwide for Independent AAA clubs with AAA Life Insurance for last 6 years.
  • Meet new business production goals and consistently exceeded monthly target for sales of health and life insurance policies.
  • Specialize in senior products, Medicare Supplemental plans, Final Death expense, 401 protection and life insurance.
  • Served as a contracted Life insurance sales agent appointed with Bankers Life and Casualty Company also Colonial Penn.
  • Operated as a licensed agent of health and life insurance for financial planning office.
  • Maintained public relation efforts with external health and life insurance carriers to promote business.
  • Coordinate as broker with health and life insurance carriers to insure timely processing.
  • Licensed in 21 states, specializes in Medicare annual enrollment and life insurance.
  • Supervised and led Sales Team in exceeding Life Insurance Goals four consecutive years.
  • Develop life insurance leads to meet monthly sales targets.
  • State of VA Licensed health and life insurance.
  • Licensed to sell life insurance in PA.
  • Licensed Health and Life Insurance, Series 6 and Series 63.
  • Provide assistance to customers regarding their Medicare healthcare, retirement and/or life insurance benefits.
  • Completed the State of Delaware and Pennsylvania testing and received license Qualified customers' needs and tailored a life insurance package.
  • Gained in depth knowledge of healthcare benefits including health, dental, vision, and life insurance
  • Conduct cold calls Meet monthly sales quota Educate clients on product and life insurance knowledge

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5. Financial Resources

high Demand
Here's how Financial Resources is used in Health Insurance Agent jobs:
  • Interviewed prospective clients to obtain data about their financial resources
  • Interviewed prospective clients to obtain data about their financial resources and current prescriptive needs, and to discuss any existing coverage.
  • Enrolled clients into an appropriate plan based on those needs and their financial resources.
  • Interview prospective clients to get data about their financial resources and needs.
  • Set appointments to identify prospective client's financial resources and needs Provide continuous, excellent service to client base

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6. New Clients

high Demand
Here's how New Clients is used in Health Insurance Agent jobs:
  • Established over 50 new clients and maintained good relationships Assisted clients in organizing and expanding their assets and reducing the risks
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Assisted current and new clients how the Affordable Care Act will impact their current or non- existent health plans.
  • Innovated and maintained a new Life & Health insurance book of business through prospecting existing clients and new clients.
  • Serviced existing and new clients, resolving issues and discrepancies, and answering inquires by phone and in-person.
  • Acquire new clients by face to face marketing, cold calling, and referrals in the Baltimore/Washington area.
  • Created new clients and retained existing customers through cold calls and high- quality customer service.
  • Prospected for new clients through cold calling efforts; averaged 500+ calls per week.
  • Generated new clients through cold calls, over the phone and in person.
  • Prepare reports, maintain records, and seek out new clients.
  • Established new clients through prospecting from leads provided by District Manager.
  • Promoted ancillary products to existing and new clients each month.
  • Followed up with new clients and maintained policies of insured.
  • Network and Market for new clients.
  • Increased account base 98% new clients.
  • Seek out leads and new clients.
  • Seek out new clients and develop cliental by networking to find new customers and generate referrals.
  • Service existing clients and sign up new clients in the Westchester/Putnam area for supplemental benefit programs
  • Seek out new clients and develop cliental by networking and prospecting.
  • Contracted with several Life and Health Companies) Actively acquiring new clients and building a book of business.

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7. Health Care

high Demand
Here's how Health Care is used in Health Insurance Agent jobs:
  • Developed individual benefits health care packages for Medicare recipients enrolling in medical insurance.
  • Worked with Health Care, Dental, and Vision Providers to provide the best information and availability that there Employer offered.
  • Provided one-one- services to clients to meet their financial needs through customized options for plan on the Affordable Health Care Act.
  • Trained and tested in Citrus Health Care's Medicare Advantage Prescription Program Plans, and Dual Special Needs Plans.
  • Enrolled an average of 40 new prospects per a week into a health care plan matching their needs.
  • Call center setting taking more than 20+ calls a day and selling and enrolling in health care insurance.
  • Provided face-to-face consultations to business owners and their employees to expand their health care and disability benefit packages.
  • Assisted clients with any issues involving their health care, including questions regarding their billing or providers.
  • Studied up to date trends in relation to Health Care Reform and ever changing provisions.
  • Conducted business to business cold sales calls retaining, providing health care insurance packages.
  • Completed a seven week training class for selling Medicare products by United Health Care.
  • Probe consumer to determine the health care plan that fits the consumers needs.
  • Fast paced call center - individual health care & accidental insurance sales.
  • Worked full-time in this health care call center for medical insurance companies.
  • Educated clients on the Affordable Health Care Act, and helped enroll
  • Field Calls and work with government with Health Care Reform.
  • Sell insurance plans for United health care
  • Communicated with healthcare providers geared toward long-term health care and specific health needs.
  • Enrolled clients in Humana Medicare & Affordable Health Care Act health plans
  • Certified with United Health Care and Aetna in the sales of Medicare Health Insurance And Prescription Plans for qualified clients.

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8. Health Insurance Policies

high Demand
Here's how Health Insurance Policies is used in Health Insurance Agent jobs:
  • Communicated formality of health insurance policies to clients.
  • Solicited supplemental health insurance policies to local businesses.
  • Succeeded in selling individual health insurance policies.
  • Offer health insurance policies that cover the costs of medical care and loss of income due to illness or injury.
  • Licensed California Life & Health Insurance Agent - Directly Sold and Delivered Life and Health Insurance Policies to clients.
  • Created, presented, and sold life/health insurance policies to individuals, families, and companies.
  • Take inbound calls from customers answering questions about their health insurance policies and selling health policies.
  • Advised and sold Individual and Medicare Supplement Health Insurance Policies for Blue Cross Blue Shield of Minnesota
  • Modified health insurance policies, and informed patients of new policies, or policy changes.
  • Help individuals select a health insurance policies that fits their personal health coverage needs.
  • Assisted customers to purchase health insurance policies that would meet their needs.
  • Recommended life and health insurance policies based on each individual's needs.
  • Retained to produce and lead the production of Life/Health Insurance Policies.
  • Conducted customer service on existing life and health insurance policies.
  • Sell health insurance policies to potential clients via telephone.
  • Maintain electronic and paper records of health insurance policies.
  • Present and write health insurance policies
  • Enrolled and sold health insurance policies to customers telephonically during open and special enrollment periods.
  • Extended data and experience on innovative approaches to finding health insurance policies that best fits ones needs and budget.
  • Supplied supplemental health insurance policies to small and midsized businesses.

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9. Phone Calls

high Demand
Here's how Phone Calls is used in Health Insurance Agent jobs:
  • Used in-house leads to perform 15, average, daily phone calls and market company Medicare Advantage plans.
  • Managed home office duties including bookkeeping, records, inbound and outbound phone calls.
  • Processed policy loans, made daily phone calls to set up daily field appointments.
  • Obtain client information by answering telephone calls; questioning clients; verifying information.
  • Make daily phone calls to clients to set our next day appoint/schedules up.
  • Receive live transfer phone calls and make outbound calls on internet leads.
  • Service phone calls and status checks associated with GM records in 17-status.
  • Track sales clients and update them via phone calls and emails.
  • Average number of phone calls handled in one day: 80
  • Provided Lead Generation through phone calls and event planning.
  • Handled fast pace outbound and inbound phone calls.
  • Received about 300 plus phone calls a day.
  • Make outbound phone calls to generate new business.
  • Received and acknowledged telephone calls and inquiries.
  • Answered phone calls from potential members.
  • Market the benefits available to Medicare clients via, letters, phone calls, presentations, and one on one conversations.
  • Key Accomplishments: Offered various health and life products to clients via internet and telephone calls as a self-employed contractor.
  • Enrolled Medicare members into health insurance plans Took phone calls to provide member coverage information.
  • Receive and respond to incoming telephone calls .
  • Maintain a book of business Make phone calls to prospects close sales

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10. Insurance Companies

high Demand
Here's how Insurance Companies is used in Health Insurance Agent jobs:
  • Investigated outstanding health insurance claims, contacted insurance companies and medical offices, and adjusted health claims for processing and payment
  • Represented a number of insurance companies and sold the products that most appropriately met the needs of Medicare beneficiaries.
  • Learned industry standards and worked for 2 well known health insurance companies with complements from both.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
  • Coordinate with clients in the insurance sales process; worked closely with various insurance companies.
  • Complete and investigate claims, working closely with insurance companies and clients.
  • Answer phones, faxing, and daily correspondence with Insurance Companies.
  • Write Policies and submit directly to the life insurance companies.
  • Represent over 20 major Life and Health Insurance companies
  • Licensed with over 10 Life and Health Insurance companies
  • Market plans for several Insurance Companies.
  • Contracted with health insurance companies.
  • Appointed to write life insurance policies for Mutual of Omaha, Americo, Fidelity, and American Amicable Insurance companies.
  • Schedule, prepare and conduct presentations regarding products with certain life insurance companies such as Transamerica and Allstate.
  • Worked for various health insurance companies including Pfizer, Pharma, & Health Net.
  • Conducted Site Reviews for Health Insurance Companies through Unival, Administrative assistance to small businesses
  • Appointed agent for Combined, Molina, Ambetter Insurance Companies.
  • Contracted through several known and trusted insurance companies such as American National, Texas Life, Met life and Forsters.
  • worked for several insurance companies) Part time Analyzed life, health and Medicare Advantage policies to address clients' needs.

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11. Health Insurance Plans

high Demand
Here's how Health Insurance Plans is used in Health Insurance Agent jobs:
  • Enrolled individuals on the Federally Facilitated Marketplace and Off-Market into health insurance plans.
  • Enrolled customers into health insurance plans
  • Explain features, advantages, and disadvantages of various policies to promote sale of health insurance plans.
  • Market and sell a range of health insurance plans to individuals, families and small groups.
  • Marketed, prospected and sold Life and Health Insurance Plans which included Rx programs.
  • Help our clients find health insurance plans that work with their current medical needs.
  • Managed inbound calls from new prospects and current members inquiring about health insurance plans.
  • Answered calls and customer questions as well as enrolled customers in health insurance plans.
  • Compare the health insurance plans that are offered in the consumer's service area.
  • Trained to sell health insurance plans as an agent for United Health Care.
  • Educate consumers on various health insurance plans (HMO, and PPO).
  • Licensed insurance agent selling life and health insurance plans through multiple providers.
  • Helped customers to implement new health insurance plans over the phone.
  • Used consultative sales skills to enroll prospects in health insurance plans.
  • Enrolled prospects into health insurance plans via the phone.
  • Analyze and advise clients about health insurance plans.
  • Customized health insurance plans to fit customer needs.
  • Assist clients with quotes on health insurance plans.
  • Up sell health insurance plans.
  • Contacted and educated clients on the many diverse health insurance plans and marketed the best plan for them.

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12. Outbound Calls

high Demand
Here's how Outbound Calls is used in Health Insurance Agent jobs:
  • Manage in/ outbound calls pertaining to clients application and concerns in answering customer inquires while understanding the basics of Medicare.
  • Place outbound calls to customers in our database Support Insurance and/or Prescription Drug Plans Educate customers on plans and process.
  • Review Health Insurance plans, make inbound and outbound calls, enroll beneficiaries into appropriate plan.
  • Perform outbound calls for lead generation, member outreach and follow up as defined by the program
  • Take warm inbound calls and make outbound calls to prospective clients who have acquired about insurance.
  • Conduct 150+ outbound calls via cold and warm leads to prospective clients to garner business.
  • Received inbound calls or conducted outbound calls, to serve current members or new prospects.
  • Developed market from the ground up with outbound calls (cold and warm).
  • Initiated inbound/outbound calls to assure that each customer were receiving the personalized service.
  • Executed special projects (outbound calls, group termination, group plan enrollments)
  • Make outbound calls to follow up on and close business.
  • Call center environment with both inbound & outbound calls.
  • Call center environment receiving inbound and outbound calls.
  • Placed outbound calls to customers in our database.
  • Handled inbound and outbound calls.
  • Completed inbound and outbound calls to clients regarding their health insurance coverage and plans Completed different projects at an insurance company.
  • Conducted inbound and outbound calls to pre-existing customers to maintain their health insurance coverage for the year.
  • Licensed Sales Support and Rep II Responsible for documenting all inbound and outbound calls.
  • Make outbound calls using I3 dialing system, maintain customer information via Citrix.
  • Received 40-60 inbounds calls and made 80 outbound calls daily.

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13. Prescription Drug Plans

high Demand
Here's how Prescription Drug Plans is used in Health Insurance Agent jobs:
  • Explain the features and benefits of the UHC Medicare Advantage and Prescription Drug Plans available in the consumer's area.
  • Assisted potential and existing clients with Medicare information including Medicare Advantage plans, and Prescription Drug plans.
  • Enrolled individuals into the appropriate health and prescription drug plans that best met their needs.
  • Enrolled individuals into Medicare Part D prescription drug plans during open enrollment for Medicare.
  • Provide guidance for individuals seeking to enroll in Medicare Part D prescription drug plans.
  • Prospected and enrolled eligible individuals in the Medicare Advantage and Prescription drug plans.
  • Take incoming calls for Medicare Prescription Drug Plans and Medicare Advantage Plans.
  • Enroll prospects into medical and/or prescription drug plans via telephone.
  • Educate and enroll consumers on part D prescription drug plans.
  • Provided customer assistance to seniors with their prescription drug plans.
  • Enroll customers in Medicare Advantage and Prescription Drug plans.
  • Advise and enroll customers into prescription drug plans
  • Supported Insurance and/or Prescription Drug Plans.
  • Enroll Members in Prescription Drug Plans
  • Used several computer programs to telephonically enroll Medicare eligible consumers in Medicare Advantage and/or Prescription Drug Plans.
  • Assisted Medicare covered customers enrolling into medicare advantage and prescription drug plans Also explained to them their benefits
  • Answer callers' questions about Medicare Enroll Medicare eligible individuals in Medicare Advantage/Prescription Drug Plans

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14. Humana

high Demand
Here's how Humana is used in Health Insurance Agent jobs:
  • Answered incoming health insurance inquiries for Humana Medicare prescription drug plan enrollment program.
  • Assisted Humana Medicare members with inquiries on MAPD and PDP billing and enrollment, eligibility, plan changes and benefits.
  • Worked for Stream as a contracted insurance agent for Humana, enrolling callers in Medicare Part D prescription drug plans.
  • Performed inbound and outbound calling for regional Local Medicare Advantage plans for Humana for Florida, Texas and Michigan.
  • Will then educate and solicit customers the Humana Prescription Drug Plans and assist with their yearly enrollment.
  • Complete plan terminations as requested when members no longer need coverage with Humana.
  • Educated and consulted consumers on Humana plans and products and answered questions.
  • Enrolled individuals in Humana and dental health care plans over the phone.
  • Performed inbound calling for Humana Prescription Drug Plans during Medicare season.
  • Processed applications and Diverse plan information signing up for Humana Part D
  • Enrolled customers in Humana's prescription drug plan
  • Contracted by Humana, Inc.
  • Train new hires on Humana's part D health plan.
  • appointed with BlueCross/BlueShield and Humana Insurance Organizations.
  • Specialize in Medicare Assisted Inbound and Outbound Medicare recipients join available Humana Medical, Dental and Vision Plans.
  • Promote Humana's coverage and prescription drug plans in retail settings by creating and delivering product briefings.
  • Presented accurate information about Humana's Medicare and Humana One products, coverage plans and quotes to prospective members.
  • Delegated an Elite Agent with Humana Medicare in 2013 ( top 4% of national agents).
  • Enrolled Humana Clients Into PCP Plans,And Assist w/ Any Customer Service Issues As Well..
  • call center) Assisted consumers in enrolling in Health Insurance through Humana.

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15. Health Insurance Sales

average Demand
Here's how Health Insurance Sales is used in Health Insurance Agent jobs:
  • Group health insurance sales and marketing, client benefit administration, group insurance renewal quotes, employee meetings and enrollment.
  • Average a 15,000 AV per week on health insurance sales, and membership.
  • Specialized in health insurance sales to individuals, families and small groups
  • Achieved license for health insurance sales.
  • Group & Individual Health Insurance Sales
  • Increased individual health insurance sales by 150% Small group sales.

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16. Annual Enrollment Period

average Demand
Here's how Annual Enrollment Period is used in Health Insurance Agent jobs:
  • Enroll Medicare Part A & B beneficiaries into Part D prescription drug plans during the annual enrollment period.
  • Enrolled and made changes to Medicare eligible recipients to their health plans during annual enrollment period
  • Enrolled members into Medicare plans during the annual enrollment period (AEP).
  • Assisted Medicare clients in the annual enrollment period for their medical plans.
  • Assisted Medicare recipients during the Annual Enrollment Period with new insurance options.
  • Enrolled Medicare eligible prospectus into UHG plans during annual enrollment period.
  • Enroll the interested individuals during the annual enrollment period.
  • Assisted individuals in enrollment with Kaiser Permanente Individual and Families plans via inbound call center during the annual enrollment period.
  • Assisted consumers with Medicare questions during the Annual Enrollment Period Sold Medicare Advantage Plans and Prescription Drug Plans to eligible consumers
  • Worked for the United Health Care campaign during its annual enrollment period.

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17. Open Enrollment

average Demand
Here's how Open Enrollment is used in Health Insurance Agent jobs:
  • Enroll consumers in Medicare-related plans during special enrollment periods as well as open enrollment periods.
  • Licensed insurance agent on a temporary open enrollment campaign.
  • Open enrollment for additional Medicare insurance.
  • Received inbound calls and answering questions from members and prospects regarding the open enrollment period for medicare.
  • Followed up with customers that needed to choose a plan before the open enrollment deadline.
  • Guided and enrolled current policyholders to Affordable Care Act health plans during open enrollment.
  • Conducted open enrollments for insurance coverage, conducted agent meetings, job fairs.
  • Licensed in 16 States: Open Enrollment of Medicare Clients.
  • Enrolled prospects into Medicare prescription drug plans during open enrollment.
  • Answered inbound calls for Medicare health insurance open enrollment period.
  • Position was temporary and ended when Open Enrollment ended.
  • Conducted, planned and implemented annual open enrollment.
  • Top agent for 2015 open enrollment period.
  • Set up Cafeteria Plans during open enrollment.
  • Contracted to work during open enrollment period.
  • Set and conduct open enrollment meetings.
  • Provided open enrollment for senior citizens Offered excellent customer care service by phone
  • Experience in high volume call ratio scenarios during open enrollment period of new healthcare law.
  • Worked during open enrollment to enroll customers in the Affordable Healthcare Act.
  • Assist members renewing health insurance coverage for Humana during Open Enrollment Period.

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18. Marketplace

average Demand
Here's how Marketplace is used in Health Insurance Agent jobs:
  • Developed program requirements and funding opportunities for planning and Establishment of State based Health Insurance Marketplaces.
  • Tracked state regulations, guided Marketplace development, provided implementation and operational support.
  • Determined eligibility for government tax credits through the federal marketplace exchange.
  • Educated consumers about Marketplaces and insurance affordability programs.
  • Certified to complete marketplace enrollments in Covered California.
  • Certified agent/broker on the government marketplace exchange.
  • Connected clients with access to health insurance in New Mexico regarding the Health Insurance Alliance or the Federal Health Insurance Marketplace.
  • Advise clients on health coverage options among marketplace plans, private plans, and fixed indemnity plans.
  • Assisted in enrolling customers through the issuer's website and through the Marketplace's website.
  • Take payments over the phone and guide current members through the health insurance marketplace.
  • Enrolled prospects in Affordable Care Act plans through the Federal Facilitated Marketplace.
  • Certified with the Federal Marketplace for under 65 Health Ins products.
  • Designed and implemented new products to stay competitive in the marketplace.
  • Enrolled customers into Medicare and Marketplace health plans.
  • Completed applications through the Health Insurance Marketplace.
  • Certified for Marketplace website use.
  • Help advise, evaluate, and enroll families & indivuals on the government Health Marketplace at Rite Aid.
  • Helped individuals select personal/family health insurance coverage Navigated applications through Marketplace(SHOP) exchange Enrollment assistance to choose health plans
  • Assist clients in the enrolment and navigation of the Federally Funded Healthcare Marketplace.
  • Educate clients on the Federally Funded Healthcare Marketplace enrolment process.

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19. New Accounts

average Demand
Here's how New Accounts is used in Health Insurance Agent jobs:
  • Specialized in opening new accounts in the New York metropolitan area for supplemental benefit programs
  • Employed consultative selling skills to develop new accounts and maintain established customer relationships.
  • Attended meetings, seminars and programs to learn about new products and services to develop new accounts.
  • Demonstrate exemplary expertise in the complete sales cycle to secure new accounts and maintain existing business.
  • Establish new accounts daily and maintain existing clients; Client Service/ Client Relations.
  • Tasked to acquire new accounts and expand sales within existing client base.
  • Created new accounts & input data into computer programs and filing systems.
  • Processed outbound/ inbound calls daily; built and activated new accounts.
  • Created over 30 new accounts over a two month period.
  • Obtained many new accounts through referrals.
  • Developed and maintained the new accounts.
  • Originated and closed new accounts.
  • Solicited new accounts through cold-calling, outside field work and trade shows.
  • Conducted presentations to prospective clients Serviced existing accounts Opened new accounts
  • established several hundred new accounts for company with recurring revenue base.
  • Collected premiums from existing clients and sold policy upgrades * Called on cold and "warm" prospects and sold new accounts

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20. Data Entry

average Demand
Here's how Data Entry is used in Health Insurance Agent jobs:
  • Performed data entry and documented call dispositions in proprietary CRM system.
  • Reviewed invoices, Post payments, adjusted monthly payment premiums, and other billing inquiries and data entry.
  • Use Microsoft Windows Excel and Spreadsheet to perform necessary data entry and record keep.
  • Input data entry and determining best suited insurance for various clients.
  • Top Sales Person, Data Entry, Cold Calling
  • Perform all data entry accurately .

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21. Analyze Insurance Program

average Demand
Here's how Analyze Insurance Program is used in Health Insurance Agent jobs:
  • Conduct information-gathering meeting with potential clients; analyze insurance programs and present potential solutions that match their financial needs.
  • Obtained client information to deliver and explain policies, analyze insurance program, and conduct change of beneficiaries.
  • Called policyholders to explain policies, analyze insurance programs, and suggest additions or changes.

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22. Medicaid

average Demand
Here's how Medicaid is used in Health Insurance Agent jobs:
  • Welcomed customers into new contract plans answering any questions and concerns meeting Centers for Medicare and Medicaid Services requirements.
  • Educated and assisted Medicare and Medicaid customers regarding insurance purchases.
  • Advised and consulted beneficiaries to choose medicare-medicaid health plans.
  • Verified Medicaid eligibility with state agencies.
  • Participated in the development of the Medicaid and CHIP (MAC) and IT Innovator learning collaborative.
  • Licensed in all 50 States, NC-Health, NC-Accident & Health or Sickness, NC-Medicare, Medicaid.
  • Build relationships with Medicare/Medicaid recipients, matching members up with the right solutions for their needs.
  • Coordinated health care services for Florida residents enrolled in Medicaid state plan.
  • Secured compliant enrollment into appropriate plan Created Sales for Medicaid and Medicare clients via telemarketing.
  • Enroll individuals into Medicare and Medicaid Explain Medicare options and assist with plan enrollment
  • Provided Medicare/Medicaid information Educated individuals on Medicare Advantage Plan Options
  • Organized and conducted trainings on Medicaid and government benefits, Medicare Advantage plans, and the use of databases.
  • Help clients apply for Low Income Subsidy and/or Medicaid to lower their out of pocket costs when applicable.
  • Answer a multi phone system and provide customer service to callers inquiring about their Tennessee Medicaid and/or Medicare.
  • Specialized in Medicare and Medicaid,Deliver high quality consumer interactions, marketing, and retention strategies.
  • Provide Customer Service Inform Florida Residents affordable Health Care Plans Blue Cross Blue Shield provider Florida Blue provider Medicare/Medicaid Information provider
  • Assisted Clients with enrollment in healthcare Provided informations on inquires about Medicare, Medicaid & MAP plans Answered high volumes of calls

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23. Medicare

average Demand
Here's how Medicare is used in Health Insurance Agent jobs:
  • Answered and assisted customers concerning supplemental health insurance to Medicare eligible.
  • Attended many activities in cities to sponsor events to contact seniors needing to enroll in Medicare drug and medical insurance plans.
  • Attend weekly training meetings to stay abreast of rapidly changing laws and procedures involving Medicare supplement plans and long term care.
  • Assist those entitled to Medicare, as well as those who are eligible, with their health plan choices
  • Licensed in multiple states and contracted through various insurance companies to sell Medicare supplements to senior market.
  • Navigated the complex medicare system to provide elderly with insurance plans that best fit their needs.
  • Comply with insurance, Medicare and state sales, marketing and enrollment guidelines as applicable.
  • Enrolled Medicare recipients in health plans that were beneficial to each individual customer needs.
  • Provided life, Medicare Supplement, and critical illness solutions to the senior market.
  • Sell individual health, life, supplemental insurance, to include medicare products.
  • Licensed life and health insurance agent; specialized in Medicare Supplement plans.
  • Sign potential clients to a specific medicare plan that they chose.
  • Answered incoming health insurance inquiries from seniors for Medicare plans
  • Informed members of Medicare basics.
  • Secured contracts with major healthcare providers during Medicare open-enrollment period, providing access to key locations to position insurance business.
  • Consulted and sold Humana prescription drug plans to Medicare recipients
  • consisted of answering calls from either prospect or existing medicare members looking to enroll into fl blue health plans.
  • Key Accomplishments: Sold/enrolled individuals in Medicare, dental, and vision health plans over the phone.
  • Worked full time selling Medicare supplemental policies (Medicare Advantage HMO, and Medicare Supplement/Medigap plans) to Medicare eligible retirees.
  • sell medicare plans and stand alone ins as well

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24. Business Owners

average Demand
Here's how Business Owners is used in Health Insurance Agent jobs:
  • Developed non-profit organizations for women business owners in Missouri and Texas.
  • Educate individuals and business owners about financial protection.
  • Interviewed and counseled individuals, families and small business owners on the advantages of financial security through life protection.
  • Work with various business owners and employees regarding their disability, accident, critical illness and life insurance needs.
  • Assessed clients' requirements and recommended policies as per business owners as per their employees needs and budgets.
  • Presented Life, Health, and Long Term Care insurance products to individuals and business owners.
  • Exceeded sales goals in first two quarters by building new relationships with business owners and individuals.
  • Present to business owners and educate on how programs will enhance employee benefits and retention.
  • Advised business owners on group health insurance, Long/ Short Term Disability and dental plans.
  • Work with business owners to insure employees, Organize routes to maximize potential clients
  • Conduct one on one and group presentations to business owners and their employees.
  • Solicit new business by advising business owners on group coverage for their employees.
  • Make outbound cold calls to both individual and small business owners.
  • Worked with business owners on implementing new benefits strategies.
  • Marketed Health Insurance programs to business owners and employees.
  • Set appointments with business owners.
  • Set appointments and met with prospective customers and business owners in their homes, places of business, or other settings.
  • Created Health Insurance and Life Insurance programs designed to meet the needs of individuals, Families and small business owners.
  • Follow a script to qualify small business owners for Health Insurace plans.
  • Trained and became licensed Cold called prospects Targeted small business owners Sold 10 cases in first year

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25. CMS

average Demand
Here's how CMS is used in Health Insurance Agent jobs:
  • Interviewed prospective clients for life and health insurance products; specializing in Medicare advantage plans with strict adherence to CMS guidelines.
  • Followed all privacy and security standards that apply to the Marketplace when collecting personal information, based on CMS standards.
  • Determine the eligibility of each prospect using CMS (Center for Medicaid and Medicare Services) guidelines as applicable.
  • Remained compliant with CMS and HIPAA regulations and laws while handling clients' highly sensitive and personal information.
  • Maintained knowledge of updates and staying in compliance with CMS rules and regulations by being AHIP certified.
  • Educated callers about guidelines and procedures complying with Centers for Medicare and Medicaid Services(CMS).
  • Received incoming calls, Made outbound calls, determined eligibility of each prospect using CMS guidelines.
  • Understand and adhere to all Company, Carrier and/or CMS related policies and procedures.
  • Verified clients' eligibility and check clients' status within CMS and UHC system.
  • Follow all HIPPA and CMS compliance regulations to ensure CMS compliant enrollments.
  • Adhered to CMS, Medicare, and HIPAA guidelines and regulations.
  • Maintained up-to-date knowledge of CMS regulations and policies as they apply.
  • Educated on CMS, HIPAA, HMO, and PPO, Medicaid, and Medicare.
  • Conform with all State Insurance and CMS Guidelines as related to customer enrollment in new and renewal health insurance coverage.
  • Certified with AHIP and Healthspring, followed guidelines and compliance accordingly with CMS.
  • Certified with CMS as an assister.
  • Educated prospective members on plan options/benefit comparison Process plan enrollments Educated prospective members on Prescription Drug Plan regulations mandated by CMS
  • Contracted with 12 health Pans Knowledge of CMS Marketing guidelines Expert in Presentations

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26. Sales Goals

average Demand
Here's how Sales Goals is used in Health Insurance Agent jobs:
  • Collaborate with other licensed agents in office in the strategic development and implementation of sales goals and State Farm's objectives.
  • Broker, exceeding sales goals by 75% utilizing progressive marketing strategies to target new and enhancing services to existing clients.
  • Advise clients on available protection plans and complete sales regularly, exceeding sales goals set by the Office Agent.
  • Exceeded Sales goals by over 30% while maintaining an average quality assurance score above 95%.
  • Exceeded sales goals, bringing in $100,000 in annualized sales in the first quarter.
  • Finished #1 in production nationwide in new-agent class; continually surpassed all sales goals.
  • Closed and average of 35% of all leads of monthly projected sales goals.
  • Prioritized tasks and projects to meet tight deadlines and obtain sales goals.
  • Established sales goals and consistently exceeded projections to increase yearly revenue.
  • Assist with sales goals and marketing efforts and other related duties.
  • Tracked sales goals and service calls daily and monthly.
  • Exceeded sales goals every year for life insurance sales.
  • Complete on-line training courses to increase targeted sales goals.
  • Canvassed and prospected businesses to increase monthly sales goals.
  • Top 20 percent of sales goals.
  • Make sales goals expectations including telephonic enrollments percentage and partner with other licensed agents to meet or exceed production targets.
  • Required to make 300 calls daily and required to hit weekly amd monthly sales goals
  • Earned six Top Seller recognitions for exceeding sales goals.
  • Met/exceeded monthly sales goals while remaining compliant with all mandatory rules and regulations set forth by Medicare.
  • Focused on outside sales Booking clientele Scheduling appointments on given leads and referrals Knowledgeable on all insurance products Exceeding sales goals

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27. Cold Calls

average Demand
Here's how Cold Calls is used in Health Insurance Agent jobs:
  • Performed cold calls and presentations at seminars to educate/enroll new prospects.
  • Develop book of business for both agencies through outbound cold calls and field visits, at least fifty calls per day.
  • Make cold calls, use lead cards, yearly review of coverage, assist customers filling out claim forms.
  • Utilized various sales techniques including cold calls, direct mail, door to door, and referrals.
  • Generated over 200 sales originated from cold calls based on leads obtained from public records.
  • Target and develop new contact schools through cold calls and visits.
  • Prospected for customers through cold calls, referrals and networking.
  • Make cold calls and work the files for customers.
  • Live Calls, Cold Calls, Costumer Service calls.
  • Conducted calls to both warm leads and cold calls.
  • Conducted business to business cold calls and telephone sales.
  • Generated insurance sales through cold calls and qualified leads.
  • Handled new and existing client calls and cold calls.
  • Performed cold calls and performed presentations to business.
  • Complete cold calls by phone and email.
  • Maintained confident when making cold calls.
  • Make Cold Calls and Corporate Drops.
  • Maintained and serviced customer accounts Conducted Cold Calls
  • Cold-called for new prospects - Retained and ensured proper handling and care of new client accounts from cold calls.
  • Key Results: Developed working clientele through cold calls, referrals, and field work.

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28. Payment Method

average Demand
Here's how Payment Method is used in Health Insurance Agent jobs:
  • Established payment methods and premeditated premiums for customers.
  • Calculated premiums and established payment methods.
  • Explain policy coverage to clients, calculate premiums, establish payment method, and submit policy to respective insurance company.
  • Develop insurance quotes, makes sales presentations, closes sales, and calculate payment method.
  • Maintained customer files in a database, and calculated premiums to establish payment methods.
  • Calculate premiums, establish payment method and offer advises on coverage options.
  • Calculated premium amounts and set payment methods and options.
  • Projected premiums and payment methods.
  • Calculated premiums and established payment methods for Medicare Part D. Modeled exceptional customer service skills and appropriate diagnostic sales techniques.

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29. Insurance Options

average Demand
Here's how Insurance Options is used in Health Insurance Agent jobs:
  • Review plan information and answer question regarding insurance options.
  • Calculated quotes and educated potential clients on insurance options.
  • Call to set appointments, meet face to face with clients and discuss different insurance options available for Union members.
  • Review plan information and answer prospect's questions regarding insurance options, with the goal of closing the sale.
  • Advised clients on life and health insurance options that best suited their needs.
  • Accessed needs, discuss financial options, and provide insurance options to clients.
  • Presented various solutions to ensure clients had a range of insurance options.
  • Educated current and prospective clients about various health insurance options.
  • Provided clients with insurance options that suit their needs.
  • Presented Health Insurance options for Senior Advantage Medicare prospects.
  • Assisted and provided health care beneficiaries educational information regarding health insurance options that would meet individual and personal needs.
  • educated potential clients on insurance options.
  • Calculated quotes and educated potential clients on insurance options.Met with existing and prospective clients each week to select appropriate insurance policies.
  • Consult and Educate seniors in the Medicare Advantage and Supplement Insurance Options presenting Medicare Seminars to consumers ageing into Medicare.
  • ContractProvided excellent customer service advising clients of insurance options that best fit their lifestyle, financialand, medical needs.
  • Discussed health insurance options with consumers Attempted to enroll consumers into health insurance plans that best fit their needs.
  • Scheduled appointments to discuss Life/Health Insurance options with current and prospective clients Produced and sold life and health insurance policies
  • Worked with clients of all ages to strengthen their retirement plans and advise them of healthcare insurance options.
  • Presented Individual & Medicare insurance options before potential clients * Answered Questions and Concerns * Completed Enrollment Applications

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30. Hipaa

low Demand
Here's how Hipaa is used in Health Insurance Agent jobs:
  • Handled and protected confidential information by following HIPAA guidelines.
  • Obtained medical records in accordance with HIPAA compliance to verify correct submission of ICD-9/10 & CPT codes for claims processing.
  • Created forms and a filing system to keep track of all customer information while maintaining HIPAA standards and regulations.
  • Received training for HIPAA standards, making ethical business decisions, maintaining integrity, Anti-Money Laundering course.
  • Adhere to all HIPAA privacy requirements when dealing with the client's confidential information.
  • Maintain confidentiality and comply with Health Insurance Portability and Accountability Act (HIPAA).
  • Maintain knowledge of all BCBSF group health insurance products and ensured HIPAA compliance.
  • Managed compliance with HIPAA laws regarding private information of clients and employees.
  • Adhered to all facility, company and legal guidelines such as HIPAA.
  • Assisted patrons with their health insurance coverage, and HIPAA guidelines.
  • Maintain confidentiality focus for customer safety and privacy as per HIPAA.
  • Worked to keep confidential, private HIPAA medical information private.
  • Follow HIPAA guidelines to ensure privacy.
  • Verify HIPAA Build rapport with consumers.
  • Answered Phones Obtained personal information per HIPAA policy; such as name, number and address.
  • Conducted all work in accordance with the confidentiality requirements mandated by HIPAA for member information.
  • Educated in HIPAA, healthcare and medical terminology as part of training.
  • Acted in accordance to HIPAA regulations in regards to member's personal and healthcare information.
  • Appointed in 14 States by Humana Versed on the HIPAA Laws

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31. Prospective Customers

low Demand
Here's how Prospective Customers is used in Health Insurance Agent jobs:
  • Completed telephone appointments with prospective customers to provide consultation and information on various health insurance options available.
  • Assisted Prospective Customers with information on different policies based on service locations.
  • Deliver excellent customer service to existing policyholders and prospective customers alike.
  • Assisted prospective customers and interact with company agents who requests information.
  • Calculated projected prescription costs for prospective customers.
  • Presented quality client offers to prospective customers.
  • Updated the existing database with any modifications or changes and the present status of the customers or prospective customers.
  • Identified prospective customers by working at promotional events, fairs, live radio and following leads from existing clients.
  • Worked with sales team to market and promote Medicare Advantage supplemental insurance through phone consultations with prospective customers.
  • Meet with prospective customers and business owners in their homes, work place, and other settings.
  • Sourced prospective customers using lead generating methods and performed an average of 200 cold calls per day.
  • Advise prospective customers of policy benefits that will best suit their needs.
  • Marketed products and services to prospective customers through several forms of media.
  • Secure referrals and set appointments to present to prospective customers.
  • Secure referrals and set appointments to present to prospective customers Deliver excellent customer service to existingpolicyholders and prospective customers alike.
  • Assisted prospective customers navigate healthcare exchanges.
  • Provide general information about Humana s products, value, and rates to prospective customers over the telephone.
  • Counseled prospective customers on coverages, benefits, claims and losses, regarding various policy forms.

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32. New Agents

low Demand
Here's how New Agents is used in Health Insurance Agent jobs:
  • Encouraged new agents to reach goals by mentoring, setting goals, monitoring their success and rating their performance.
  • Educated an average of 10 clients a week on financial planning while also recruiting for new agents.
  • Traveled weekly to multiple states for sales calls and, to recruit and train new agents.
  • Trained new agents through initial segments of sales training, as well as ongoing mentoring.
  • Prepared new agents for their assigned territory, by improving phone and time management skills.
  • Trained new agents on various aspects of the job: software, intranet, prospecting.
  • Train new agents on passing release meetings in order to preform independent field work.
  • Organized and recruited new agents for Area Manager exceeding office goals in first year.
  • Mentored new agents to include allowing them to shadow appointments set with clients.
  • Mentor new agents on the sales floor and co-trained Non-Licensed sales agents.
  • Facilitated training for new agents to ensure field preparation.
  • Field train new agents to become successful agent representatives.
  • Trained both new agents and customer service representatives.
  • Recruited and processed 20-30 new agents monthly.
  • Worked to train new agents as necessary.
  • Recruited new agents through the AIRS system.
  • Trained and coached new agents.
  • Recruit and hire new agents.
  • Helped trained new agents during 3rd and 4th quarter of 2011 3.
  • Market new clients Senior health care counseling Trained new agents Sales of new policies

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33. Small Business

low Demand
Here's how Small Business is used in Health Insurance Agent jobs:
  • Processed online applications, received receipt of employment verification forms and all identifying documentation for individuals and small businesses that qualified.
  • Negotiated supplemental group plans and disability benefits with 36 small businesses.
  • Created marketing plan for targeted market growth, implementing networking, introductions, and small business meetings to grow clientele.
  • Received Small Business Administration Award for the District of Missouri as Home Based Business Advocate of the year 2000-2001.
  • Help families, individuals, and small businesses with their health insurance, Life Insurance, Medicare, Supplemental.
  • Present Life, health, and supplemental insurance products to individuals, groups, and small businesses.
  • Provided insurance products to individuals, self-employed and small businesses via a home based internet service.
  • Work with small businesses and their employees in all aspects of health care insurance.
  • Market to small businesses, families and individuals in order to expand my business.
  • Consult and market to individuals, families and small businesses on health benefits.
  • Marketed by going to small businesses, requested referrals and followed leads.
  • Concentrated on building relationships with small businesses in the Detroit metro area.
  • Sell Individual and small business insurance policy for 5 major carriers.
  • Served individuals, families, and small businesses in three states.
  • Consulted small businesses and families on insurance needs throughout AZ.
  • Market health insurance benefit plans to small businesses.
  • Manage office affairs to run a small business.
  • Provided healthcare consultation and enrollment for individuals and small businesses for the State of New York.
  • Provide direct customer service to individuals and small businesses for their Health and Life Insurance needs.
  • Trusted advisor to small businesses by proactively bringing solutions to clients.

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34. Potential Customers

low Demand
Here's how Potential Customers is used in Health Insurance Agent jobs:
  • Conducted one-on-one and group presentations for potential customers.
  • Educate potential customers on financial products.
  • Advised potential customers on supplemental insurance policies
  • Generated new business by contacting potential customers and sold different types of insurance such as health, dental, and vision.
  • Establish a rapport with potential customers by using a kindhearted yet persuasive approach as well as non-pressurized negotiation skills.
  • Call potential customers to offer services, schedule selling/advising appointments with current and new customers, train new employees.
  • Helped insurance companies generate new business by contacting potential customers and selling one or more types of insurance.
  • Attracted potential customers by answering product and service questions; suggesting information about other products and services.
  • Created a large awareness of the company by contacting potential customers and presenting its services.
  • Handled the task of educating active and potential customers about health insurance plans.
  • Take incoming calls from potential customers to discuss our applicable insurance plans.
  • Conducted daily follow up emails and phone calls to potential customers.
  • Conduct prospecting calls to potential customers and receive in-bound calls.
  • Receive inbound calls from potential customers seeking services.
  • Take incoming calls from potential customers.
  • Job responsibilities: Educating the current and potential customers on the peace of mind an Ambetter Health Plan can bring.
  • Interact with potential customers to provide information in response to inquiries about Farmers insurance products and services.
  • Market to potential customers via face-to-face meetings, telecommunicating, and mass mailings.
  • Handled inbound and outbound calls with potential customers Provided health policy quotes Handled customer service related issues

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35. Hippa

low Demand
Here's how Hippa is used in Health Insurance Agent jobs:
  • Record Management under HIPPA Legislation and Regulations.
  • Followed HIPPA laws, privacy regulations, and enrollment procedures to remain in compliance.
  • Maintained knowledge of states insurance laws and HIPPA compliance.
  • Process payments for insurance policies and follow HIPPA guidelines.
  • Follow all applicable HIPPA and privacy regulations.
  • Complied with HIPPA and Privacy laws.
  • Maintained and edited HIPPA sensitive data.
  • Adhere to Healthcare.gov PII, PSI & HIPPA regulatory laws while ensuring accuracy.

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36. Aflac

low Demand
Here's how Aflac is used in Health Insurance Agent jobs:
  • Educate business owners/decision makers on benefits of offering AFLAC products for employees, educate individuals on benefits of AFLAC and WellCare products
  • Advise and enroll customers in programs primarily with AFLAC, but also with various other health care providers.
  • Worked as an independent agent for AFLAC in the direct and payroll sectors.
  • Enroll their employees on AFLAC health insurance programs through a systematic education procedure.
  • Converted 22 Employers from AFLAC to Colonial Life.
  • Recruited new life/health insurance agents to joint AFLAC.
  • Provide employers with presentations that effectively communicate the Aflac ability to enhance employers' benefit package.
  • Fax claim forms to Aflac New York office for processing and follow up with the insured, checked CPT and ICD-9 codes
  • Attended classes to stay current with changes within the insurance industry as well as within the Aflac company.
  • Research and development of Hispanic market, working with business owners for the implementation of Aflac programs.
  • Attended all mandatory on site as well as online training and attended Aflac events.
  • Consult on Aflac programs to find the right policy for clients.
  • Signed clients up for AFLAC Educated employees and employers on AFLAC products
  • Enroll clients into Aflac products via computer programs Maintain relationships with employers and clients that includes service need and further sales
  • Licensed Insurance Agent (Michigan) Aflac and Colonial agent.
  • Received training from agents at Aflac Traveled to different business with another agent in order to sell and speak about buyable insurance
  • Represented Aflac as a Health Insurance Agent Prospected for new supplemental health insurance business offered by Aflac.

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37. Client Relationships

low Demand
Here's how Client Relationships is used in Health Insurance Agent jobs:
  • Cultivated client relationships through implementation of consistent communication and continual policy upkeep.
  • Preserved ongoing client relationships and managed continuous needs through dedicated customer service.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Provided excellent customer service to ensure long lasting client relationships.
  • Deliver benefits and generate positive client relationships.
  • Leverage Customer Relationship Management (CRM) system that solidify good client relationships and grew a successful book of business.
  • Build client relationships by resolving any areas of concern and always providing prompt, courteous, professional service.
  • Solidify superb client relationships and grew a successful book of business.
  • Created long term and highly satisfied client relationships.
  • Develop and maintain client relationships.
  • Received Sales Excellence Award Created new business Developed longstanding client relationships

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38. Financial Situations

low Demand
Here's how Financial Situations is used in Health Insurance Agent jobs:
  • Determine clients' particular needs and financial situations by scheduling fact-finding appointments.
  • Determine clients particular needs and financial situations.
  • Determined clients' particular needs and financial situations; determined extent of present coverage and investments; ascertaining long-term goals.
  • Determine client's particular needs and financial situations by having an in-depth conversation and scheduling appointments.
  • Determined members specific healthcare needs and financial situations.

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39. Policy Requirements

low Demand
Here's how Policy Requirements is used in Health Insurance Agent jobs:
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured policy requirements were fulfilled, which included necessary medical examinations and completion of various forms.
  • Ensured that policy requirements were fulfilled, including any necessary completion of appropriate forms and documents.
  • Worked with customers to fulfill policy requirements involving necessary medical examinations and completion of appropriate forms.
  • Ensured that policy requirements are fulfilled in detail accurately.
  • Ensured all policy requirements are fulfilled.
  • Ensured that policy requirements were fulfilled, through thorough interview, documentation, and completion of necessary forms.
  • Explained policies to users and ensured that clients met policy requirements.
  • Ensured that clients met policy requirements.
  • Processed insurance claims for Long Term Care and Home Health Care Extensive focus on retirement benefits and policy requirements.

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40. Particular Needs

low Demand
Here's how Particular Needs is used in Health Insurance Agent jobs:
  • Handle claims and work with families on other particular needs.

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41. Policy Holders

low Demand
Here's how Policy Holders is used in Health Insurance Agent jobs:
  • Performed extensive data entry of client records and policies resulting in improved accuracy and better management for policy holders.
  • Maintained communication with policy holders and renewed policies as needed.
  • Maintained successful ability to develop rapport with policy holders.
  • Provide continuing customer service to existing policy holders.
  • Provided customer service for current policy holders.
  • Answer incoming and place out-going sales calls to provide information requested by potential policy holders, processing enrollments.
  • Maintain a service area for policy holders to assist in annual reviews, questions, changes, etc.
  • Entered and made changes of policy holders' demographics and health insurance plans.
  • Prepared reports and quotes for clients and help policy holders file claims.
  • Take inbound calls from existing and future policy holders.
  • Set appointments with policy holders to review policies.
  • Service and Assisted Existing Accounts/ Policy Holders
  • Followed up with policy holders.
  • Verified coverage by contacting pharmacy or primary care provider Provide medical cards and express drugs by mail to policy holders.
  • Provide solutions and resolve issues for adopted orphaned policy holders I was on the million dollar table club.

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42. Financial Needs

low Demand
Here's how Financial Needs is used in Health Insurance Agent jobs:
  • Increased sales by managing appointments, ability to analyze data and evaluate the financial needs of my clients when calculating premiums.
  • Utilized comprehensive knowledge of insurance products to identify client's financial needs and how insurance products might fit those needs.
  • Helped people determine their financial needs and design the most efficient plan to assist them with their financial goals.
  • Service physical, emotional, and financial needs of over 77 million Medicare receiving consumers.
  • Interview prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Interviewed clients to identify financial needs, offered solutions and wrote applicable insurance policies.
  • Provided one-one- services to clients to meet their financial needs through customized packaging.
  • License #: 0I21145 * Help families with financial needs and analysis
  • Conducted counseling for clients to determine insurance and financial needs.
  • Conducted financial needs analyses for new and existing clients.
  • Analyze client's insurance coverage and financial needs.
  • Conduct financial needs analyses and design solutions.
  • Maintained regular contact with my clients to ensure that the client's financial needs are being met.
  • Assisted people with health insurance needs Assessed health insurance and financial needs

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43. ACA

low Demand
Here's how ACA is used in Health Insurance Agent jobs:
  • Placated irritated customers using attentive and effective customer service techniques, leading to expeditious resolution of issues.
  • Answer calls and enroll individuals into ACA policies, both on and off the Federal Marketplace.
  • Applied solid knowledge of the Colorado health insurance marketplace and PPACA regulations.
  • Worked in the Affordable Care Act (ACA), mostly known as Obama Care for Arches Health Insurance.
  • Educate and help patients in the Affordable Care Act (OBAMACARE).
  • Aided clients over the phone and in person to choose a health insurance on the 2015 Obamacare enrollment period.
  • Enrolled individuals and families in various plans, Bronze, Silver, Gold under the ACA during open enrollment.
  • Explained healthcare benefits covered by major insurance carriers under the ACA.
  • Certified ACA 2015 Built a book of business over 600 clients.
  • Sell non Obamacare health coverage plans.
  • Completed Medicare part D certification through Humana, and completed Obamacare certification.
  • Sold/enrolled individuals in ACA health plans over the phone by making cold calls on a daily basses.

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44. Product Knowledge

low Demand
Here's how Product Knowledge is used in Health Insurance Agent jobs:
  • Utilize product knowledge to properly analyze customer need, potential disqualifying factors per policy application, definition of specifications and coverage.
  • Mastered follow up communication with clients by demonstrating superior product knowledge.
  • Utilize sales experience while demonstrating product knowledge and customer service in order to answer questions, concerns and up-sell when possible.
  • Participated in an education continuum to increase product knowledge and meet the growing needs of customers.
  • Skilled in problem solving and product knowledge designed to meet customers' individual needs.
  • Attend our regular Market meetings to further my education regarding product knowledge.
  • Provided guidance with agents regarding product knowledge and rate quoting.
  • Train new agents in product knowledge and needs based selling.
  • Provide excellent customer service and product knowledge.

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45. Sales Presentations

low Demand
Here's how Sales Presentations is used in Health Insurance Agent jobs:
  • Preformed daily cold calling/door to door outreach for potential clients and demonstrated effective verbal communication skills through sales presentations,
  • Conducted formal verbal and written sales presentations based on gathered client information.
  • Delivered sales presentations to prospective clients.
  • Conduct needs-based, consultative sales presentations to a wide range of individuals and independent business people.
  • Conducted sales presentations and provided quotes and follow-through to initiate new policies and enhance customer retention.
  • Conducted virtual Internet-based, sales presentations, as well as face-to-face presentations.
  • Deliver sales presentations face-to-face and setting appointments via the phone.
  • Maintained 95% Quality Assurance with sales presentations.
  • Organize bilingual sales presentations to employee groups.
  • Created sales presentations, workplace benefits, customer service, fixed rate annuities, rollovers, retirement planning..etc.
  • Developed Sales leads Presented sales presentations to prospective clients Presented new products to increase earnings Leadership and autonomy

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46. Needs Analysis

low Demand
Here's how Needs Analysis is used in Health Insurance Agent jobs:
  • Perform Needs Analysis fact gathering process to obtain information required to make appropriate recommendations for various life insurance products.
  • Performed a needs analysis and offered insurance product based off that information.
  • Conducted annual insurance reviews using a needs analysis profile.
  • Conducted needs analysis on members to determine best plans for them, and then educated them on their health options.
  • Set up appointments to do needs analysis and provide products to clients in line with their needs.
  • Develop financial plans based on a needs analysis of the client's financial status and discuss options.
  • Market and sale of all products to public for there insurance needs based on needs analysis.
  • Identified insurance needs for existing and new clients by performing financial needs analysis.
  • Complete a needs analysis to identify the best product for the customer.
  • Designed plans based on needs analysis and cost feasibility.
  • Conduct Financial Needs Analysis (FNA) with client.
  • Provide needs analysis for members and their families.
  • Conduct Needs Analysis and discuss any existing coverage.
  • Key accomplishments: Provided competent recommendations based on a comprehensive needs analysis.
  • Provided customers with a thorough needs analysis as well as in-depth product information.

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47. Individual Customers

low Demand
Here's how Individual Customers is used in Health Insurance Agent jobs:
  • Customize insurance programs to suit individual customers.
  • Customized insurance programs to suit individual customers, and often covered a variety of risks.
  • Customize health insurance programs to suit individual customers using The Affordable Care Act.
  • Conducted presentations and fielded inquiries with both individual customers and decision-makers at groups.
  • Scheduled appointments, followed up with clients on any issues Customize insurance programs to suit individual customers
  • Customize insurance programs to suit individual customers, serving as a trusted advisor.
  • Customize insurance programs to suit individual customers Multi-tasking and fast typing.

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48. Present Coverage

low Demand

49. Underwriting Approval

low Demand
Here's how Underwriting Approval is used in Health Insurance Agent jobs:
  • Obtained underwriting approval by completing applications, analyzed, explained and delivered policy.
  • Obtained underwriting approval by completing application for coverage.
  • Processed underwriting approval and rates for specific plans.

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50. Immediate Coverage Action

low Demand
Here's how Immediate Coverage Action is used in Health Insurance Agent jobs:
  • Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Calculated and quoted rates for immediate coverage action and long-term strategy implementation.
  • Develop a coordinated health insurance plan by calculating and quoting rates for immediate coverage action.

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20 Most Common Skill for a Health Insurance Agent

Health Insurance Products18.3%
Medicare Supplements16%
Customer Service10.8%
Life Insurance7.9%
Financial Resources6.1%
New Clients5.6%
Health Care4.6%
Health Insurance Policies4.2%

Typical Skill-Sets Required For A Health Insurance Agent

RankSkillPercentage of ResumesPercentage
1
1
Health Insurance Products
Health Insurance Products
14.6%
14.6%
2
2
Medicare Supplements
Medicare Supplements
12.8%
12.8%
3
3
Customer Service
Customer Service
8.6%
8.6%
4
4
Life Insurance
Life Insurance
6.3%
6.3%
5
5
Financial Resources
Financial Resources
4.8%
4.8%
6
6
New Clients
New Clients
4.5%
4.5%
7
7
Health Care
Health Care
3.6%
3.6%
8
8
Health Insurance Policies
Health Insurance Policies
3.4%
3.4%
9
9
Phone Calls
Phone Calls
3.3%
3.3%
10
10
Insurance Companies
Insurance Companies
2.6%
2.6%
11
11
Health Insurance Plans
Health Insurance Plans
2.6%
2.6%
12
12
Outbound Calls
Outbound Calls
1.8%
1.8%
13
13
Prescription Drug Plans
Prescription Drug Plans
1.6%
1.6%
14
14
Humana
Humana
1.5%
1.5%
15
15
Health Insurance Sales
Health Insurance Sales
1.4%
1.4%
16
16
Annual Enrollment Period
Annual Enrollment Period
1.3%
1.3%
17
17
Open Enrollment
Open Enrollment
1.3%
1.3%
18
18
Marketplace
Marketplace
1.3%
1.3%
19
19
New Accounts
New Accounts
1.3%
1.3%
20
20
Data Entry
Data Entry
1.2%
1.2%
21
21
Analyze Insurance Program
Analyze Insurance Program
1.1%
1.1%
22
22
Medicaid
Medicaid
1%
1%
23
23
Medicare
Medicare
1%
1%
24
24
Business Owners
Business Owners
1%
1%
25
25
CMS
CMS
0.9%
0.9%
26
26
Sales Goals
Sales Goals
0.9%
0.9%
27
27
Cold Calls
Cold Calls
0.8%
0.8%
28
28
Payment Method
Payment Method
0.8%
0.8%
29
29
Insurance Options
Insurance Options
0.7%
0.7%
30
30
Hipaa
Hipaa
0.7%
0.7%
31
31
Prospective Customers
Prospective Customers
0.7%
0.7%
32
32
New Agents
New Agents
0.7%
0.7%
33
33
Small Business
Small Business
0.7%
0.7%
34
34
Potential Customers
Potential Customers
0.6%
0.6%
35
35
Hippa
Hippa
0.6%
0.6%
36
36
Aflac
Aflac
0.6%
0.6%
37
37
Client Relationships
Client Relationships
0.6%
0.6%
38
38
Financial Situations
Financial Situations
0.6%
0.6%
39
39
Policy Requirements
Policy Requirements
0.6%
0.6%
40
40
Particular Needs
Particular Needs
0.5%
0.5%
41
41
Policy Holders
Policy Holders
0.5%
0.5%
42
42
Financial Needs
Financial Needs
0.5%
0.5%
43
43
ACA
ACA
0.5%
0.5%
44
44
Product Knowledge
Product Knowledge
0.5%
0.5%
45
45
Sales Presentations
Sales Presentations
0.5%
0.5%
46
46
Needs Analysis
Needs Analysis
0.5%
0.5%
47
47
Individual Customers
Individual Customers
0.5%
0.5%
48
48
Present Coverage
Present Coverage
0.5%
0.5%
49
49
Underwriting Approval
Underwriting Approval
0.5%
0.5%
50
50
Immediate Coverage Action
Immediate Coverage Action
0.4%
0.4%

29,449 Health Insurance Agent Jobs

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