Insurance Agent – Health, Life & Medicare

Responsibilities

• Prospect and enroll individuals and families in health, life, and Medicare insurance plans.
• Provide personalized coverage recommendations based on client needs and state regulations.
• Maintain accurate client records in the agency’s CRM system.
• Stay current with Ohio insurance licensing requirements and product updates.
• Achieve monthly sales targets and contribute to team goals.

Requirements

• Valid Ohio insurance license for health, life, and Medicare sales.
• 2+ years of experience in insurance sales or related financial services.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a collaborative team.
• Proficiency with Microsoft Office and CRM software.

Benefits

• Competitive commission structure with performance bonuses.
• Health, dental, and vision insurance for eligible employees.
• 401(k) plan with company match.
• Paid time off and holidays.
• Ongoing training and professional development opportunities.

FAQ

• Do I need prior Medicare experience? While not required, familiarity with Medicare options is a plus and will be covered in training.
• Is remote work allowed? This role is office‑based in Ohio, but flexible scheduling and occasional remote days are possible.
• What is the onboarding process? New agents complete licensing verification, product training, and mentorship during the first 90 days.