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Health Insurance Broker

Company: Healthcare Solutions Team
Location: Dallas
Posted on: March 18, 2019

Job Description:

POSITION SUMMARYThis position is responsible for providing service to clients' changing insurance needs by selling health, dental, life and/or supplemental insurance products.Responsibilities-- -- -- --Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of healthcare coverage.Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long-term goals.Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs.Provides continuing service by processing changes in policies and reassessing client needs.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.

Keywords: Healthcare Solutions Team, Dallas , Health Insurance Broker, Sales , Dallas, Texas

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