Health Insurance Agent

Health Insurance Agent Job Description Template

Our company is looking for a Health Insurance Agent to join our team.


  • Evaluate business or individual customers’ needs and financial status and propose Health plans that meet their criteria;
  • Maintain client tracking systems (database and records) throughout the entire sales process;
  • Develop and maintain consistent marketing strategies to individuals, families and small businesses;
  • Achieve assigned monthly membership growth and help build agency overall revenue growth objectives;
  • Fulfill all customer service issues by building an effective team relationship with Sales Support Staff;
  • Report the progress of monthly/quarterly initiatives to Branch Manager and General Agency Manager;
  • Constantly update job knowledge and learn about new products and services.


  • Experience in delivering client-focused solutions and in creating long-lasting relationships;
  • Proven working experience as an Insurance agent or relevant Sales experience;
  • Proven ability to work with goals; self motivated; driven by performance pay;
  • Demonstrated ability to communicate, present, influence and sell effectively;
  • Familiarity with Health insurance plans;
  • Good Spanish speaking skills;
  • Proficient computer knowledge and excellent typing skills;
  • High school diploma required. BS degree preferred.