- Listen, present and explain various insurance plans using a consultative approach, based on a true understanding of clients’ needs and goals.
- Conduct a thorough needs analysis with each client and determine the most appropriate insurance plan based on a combination of price and value from the carriers we represent.
- Comfortably navigate technology while listening and talking on the phone.
- Assist clients in the application process and ensure that all required information is accurate and compliant with all applicable rules and regulations.
- Submit complete applications in a timely manner.
- Understand and adhere to all Company, Carrier and/or CMS related policies and procedures.
- Performs related job duties as required.
HPOne is an equal opportunity employer, committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We welcome and encourage diversity in the workplace. HPOne requires the necessary drug testing and background checks to maintain a safe environment.