Health Insurance Consultant
Position Summary
The Health Insurance Consultant is responsible for driving business growth through proactive prospecting, relationship development, and personalized health insurance solutions. This role focuses on generating new business, cultivating client relationships, and identifying opportunities to connect clients with additional financial and insurance services. The ideal candidate is a licensed, self-motivated professional who combines insurance expertise with a strong commitment to business development, collaboration, and exceptional client service.
Responsibilities
- Generate new business through networking, community outreach, referrals, and relationship-building activities.
- Assess client needs and recommend appropriate Medicare, ACA Marketplace, and private health insurance plans.
- Guide clients through plan selection, enrollment, renewals, and coverage changes.
- Build and maintain strong client relationships through proactive communication, ongoing support, and annual reviews.
- Identify opportunities to connect clients with additional financial, insurance, and retirement-related services.
- Collaborate with internal teams to identify and support health insurance opportunities within existing client relationships.
- Develop relationships with community organizations, businesses, and referral partners to expand market reach.
- Maintain accurate CRM records, track prospecting activities, and ensure timely follow-up with leads and clients.
- Stay current on insurance products, carrier guidelines, healthcare regulations, and compliance requirements.
- Perform other duties as assigned.
Qualifications
- Active state health insurance license required.
- Two or more years of experience in health insurance consulting, brokerage, or a related field.
- Strong knowledge of ACA, Medicare (Parts A, B, C, and D), and group health insurance offerings.
- Excellent communication and interpersonal skills with a client-focused approach.
- Strong organizational skills and attention to detail.
- Proficiency with CRM systems, Microsoft Office applications, and insurance quoting platforms.
- Ability to simplify complex insurance concepts and explain coverage options clearly to clients.
Physical Requirements
This position is primarily sedentary and requires regular movement throughout the workday. Occasional lifting, moving, or transporting materials and event equipment may be required, up to 50 pounds.
Compensation & Benefits
- Performance-based earning potential
- Competitive compensation and benefits package
- Professional development and career growth opportunities
- Collaborative and team-oriented work environment
- Employee engagement and networking events
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QPS Employment Group
45,000
Nov 06, 2026