POSITION SUMMARY

The Health Insurance Advisor is responsible for managing inbound sales opportunities and guiding individuals through Medicare and under-65 health insurance options. This role focuses on conducting personalized, consultative appointments with prospective and existing clients to assess their needs, identify coverage gaps, and recommend appropriate insurance solutions.

This position is relationship-driven and does not require cold calling or outbound prospecting. All leads are generated through inbound inquiries, referrals, or walk-in traffic. The Advisor will also support light marketing efforts, including social media management and maintaining client engagement through the agency’s CRM system.

This role is ideal for a customer-focused insurance professional who enjoys building long-term relationships, managing a high-volume client pipeline, and contributing to a growing, community-based agency.

RESPONSIBILITIES

Client Consultation & Sales

• Conduct individual, appointment-based consultations with Medicare beneficiaries and individuals under age 65 seeking health insurance.
• Perform needs assessments to evaluate current coverage and identify opportunities for improvement in cost, coverage, or benefits.
• Educate clients on available plan options and provide tailored recommendations.
• Facilitate enrollments and ensure a smooth, compliant application process.
• Handle a high volume of inbound appointments.

Pipeline & Relationship Management

• Manage and maintain an active book of business of approximately 1,000 clients.
• Track and nurture prospects through the sales funnel using the agency’s CRM (AgencyBloc).
• Conduct follow-ups with individuals who are not yet ready to enroll.
• Build strong, long-term client relationships to drive retention and referrals.
• Leverage walk-in traffic and proximity to local offices to convert opportunities.

Marketing & Client Engagement Support

• Assist in managing and maintaining the agency’s social media presence.
• Support basic marketing initiatives to increase visibility and client engagement.
• Encourage and generate client referrals through strong service and relationship-building.

Administrative & Systems Support

• Accurately document client interactions, enrollments, and follow-ups in CRM.
• Utilize Microsoft 365 tools for communication, scheduling, and reporting.
• Stay up to date on product offerings, compliance requirements, and industry changes.
• Other duties/tasks that may be assigned.

QUALIFICATIONS

Required

• Active Pennsylvania Life, Accident & Health Insurance License
• Minimum 1 year of insurance sales or related experience
• Strong interpersonal and consultative sales skills
• Customer-focused with the ability to build trust and long-term relationships
• Community-oriented mindset with strong local relationship-building skills
• Experience using CRM systems (AgencyBloc preferred, but not required)
• Proficiency in Microsoft 365 (Outlook, Excel, Teams, etc.)

Preferred

• Experience working with Medicare products and/or individual health insurance
• Experience managing or supporting social media accounts for a business
• Ability to handle a high volume of client interactions in a fast-paced environment

PHYSICAL DEMANDS

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

- The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.

- While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.

- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

Pay: $60,000.00 - $70,000.00 per year

Application Question(s):

• What CRM platforms do you have experience working in?
• Are you proficient in Microsoft 365 suite of products (Outlook, Excel, Teams, etc.)?

Experience:

• Insurance Sales or related: 1 year (Required)

License/Certification:

• Pennsylvania Life, Accident & Health Insurance License (Required)

Work Location: In person