Licensed Insurance Agent

Job Description

Job Description

Exact Benefits Group is a growing insurance and benefits organization specializing in Medicare and health insurance solutions for seniors nationwide. The company is committed to delivering quality customer service while helping clients understand and enroll in Medicare-related products and coverage options.

Exact Benefits Group promotes a fast-paced, performance-driven environment focused on growth, accountability, and professional development.

Position Summary

Exact Benefits Group is seeking a motivated and licensed Insurance Agent to join our in-office sales team in Westerville, Ohio. The ideal candidate will assist clients in understanding Medicare and health insurance options, provide consultative support, and help individuals select coverage that best fits their healthcare needs.

This position is ideal for professionals who thrive in a team-oriented office environment and have strong communication and sales skills.

Key Responsibilities

• Meet with clients in-office and over the phone to discuss insurance needs
• Educate clients on Medicare Advantage, Medicare Supplement, Part D, and ancillary products
• Assist clients with plan comparisons and enrollments
• Maintain compliance with Medicare and CMS regulations
• Follow up with prospective and existing clients regarding coverage options
• Maintain accurate client records within company systems
• Meet monthly sales and performance goals
• Participate in team meetings and ongoing training sessions

Qualifications

• Active Health Insurance License required
• Medicare sales experience preferred
• Strong verbal and written communication skills
• Professional customer service skills
• Ability to work in a structured office environment
• Goal-oriented and self-motivated
• Basic computer and CRM knowledge preferred

Compensation & Benefits

• Competitive base salary plus commission
• Uncapped earning potential
• Bonus opportunities
• Health, dental, and vision insurance
• Paid training
• Paid time off
• Career advancement opportunities

Work Environment

• In-office position located in Westerville, Ohio
• Collaborative team atmosphere
• Fast-paced sales environment
• Professional office setting with ongoing support and coaching

Schedule

• Monday to Friday
• Full-time
• Occasional overtime during Medicare enrollment periods

Experience

• Insurance Sales: 1 year preferred
• Medicare Sales: 1 year preferred
• Customer Service: preferred

License/Certification

• Health Insurance License (Required)
• AHIP Certification (Preferred)