Position: Group Health/Employee Benefits Insurance Agent

We are looking for a new agent to join our successful Group Health team at Tomlin Health Insurance. This role is focused on managing and servicing an existing book of small/medium group health business, as well as new business group health sales. We provide support, training and the tools you need to succeed. We desire a self-starter with strong customer service and sales skills that can contribute to our agency while providing exceptional client care. If you are an upbeat, friendly person and are looking for an exciting job with an incredible team-minded group, please read on and apply! This position requires a minimum of two years experience in group health, with a desire for 5+ years of experience as a licensed Oregon insurance agent.

Responsibilities   include, but are not limited to:

• Build and maintain relationships with current insureds.
• Provide consistent, accurate, and timely communication to clients through verbal and electronic correspondence.
• Process daily incoming email, and phone requests, responding promptly and appropriately.
• Fully service and manage all aspects of an existing book of small group health business
• Determine customer requirements and expectations in order to help the customer identify specific products and solutions, including technical competence in areas of coverage and current markets
• Explain and clarify coverage forms to clients. Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic files accordingly.
• Retain and renew existing client accounts, and look for cross-sell opportunities
• Set appointments to discuss product needs to existing customers
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken per agency standards
• Enter information into our AMS for tracking
• Support the fulfillment of inbound leads to the agency, as well as through your own networking and prospecting efforts in the local business community
• General customer service and office duties as presented such as filing, answering the phone, scanning documents, etc.
• Special projects and other duties as assigned.

Physical Environment:

Required job duties are performed in a climate-controlled office environment. Partial work from home schedule is allowed after a probationary period.

Office Hours are Monday through Friday, 8 a.m. to 4 or 5 p.m. (Seasonal)

Benefits

Strong guaranteed base salary plus competitive commissions paid on new sales

Vacation Paid Time Off Work

Holiday Paid Time Off Work

Flexible schedule

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan with Match from Employer

Disability Insurance

Hands on Training

Employer Paid Licensing for Health and Life Insurance License

Core competencies :

• Able to meet team performance goals
• Able to keep client information and all company related information and documentation confidential
• Multi-tasking : Able to successfully juggle multiple priorities at any given time.
• Attention to Detail : Maintain accurate and descriptive accounts of all customer interactions in our AMS as trained.
• Communication : Possess outstanding written and verbal communication skills.
• Teamwork : Accept feedback when offered and work well with others.
• Problem solving : Able to research and identify timely solutions to customer-related problems

Qualifications:

• High School Diploma required. College Degree preferred.
• Minimum five years working in small group health insurance or with a benefits brokerage/consulting firm.
• Strong experience and knowledge of Northwest group health marketplace
• Successfully have provided high quality group health customer service
• Working knowledge of Microsoft Office - particularly Outlook, Excel, Word as well as Google
• Able to type 45 WPM minimum
• Ability to use copier, scanner and other office equipment
• Ability to transfer calls, take messages, email messages to other agents or clients.
• Professional demeanor and behavior is expected.
• Must be organized and able to manage time effectively.
• Must communicate effectively - both spoken and written.
• Must maintain a positive attitude

Job Types: Full-time, Permanent

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental Pay:

• Bonus opportunities
• Commission pay

Work Location: Hybrid remote in Springfield, OR 97477