You are applying for a position through Medix, a staffing agency. The actual posting represents a position at one of our clients.

Job Summary

Our client is seeking a Licensed Insurance Agent to assist prospective and existing members with selecting the appropriate dental and vision coverage. The role involves managing member contacts across direct sales and customer support queues, driving sales, ensuring enrollment conversion, and providing high-quality customer service.

Key Responsibilities

• Assist prospective and existing members with selecting appropriate dental and vision coverage, providing plan pricing, and completing enrollments accurately through designated enrollment platforms.
• Manage both inbound and outbound member contacts across direct sales and customer support queues, providing additional coverage during periods of increased call volume.
• Work toward established sales, enrollment conversion, retention, and customer service objectives while consistently meeting quality expectations.
• Provide personalized, professional assistance to Medicare-age members and strive to resolve questions or concerns during the initial interaction whenever possible.
• Confirm member demographics and contact details are current and complete, following required verification procedures.
• Maintain thorough records of member conversations, transactions, and account activity within applicable CRM, contact center, and enrollment systems.
• Provide additional scheduling flexibility and increased call support during the Annual Enrollment Period and other high-volume enrollment periods.
• Follow applicable state insurance regulations, carrier guidelines, and internal compliance procedures when assisting members.
• Safeguard confidential member information and ensure all communications accurately represent available benefits, coverage details, eligibility, and pricing.

Qualifications

• Must hold a current, unrestricted Life & Health or Health/Accident insurance license for the state of residence.
• Willingness and ability to secure and maintain required non-resident licenses, carrier appointments, and professional liability/E&O coverage within designated onboarding deadlines.
• Must successfully complete all required background checks, carrier reviews, and applicable regulatory screenings.
• At least one year of experience providing insurance sales or customer support by phone; experience with dental, vision, health, Medicare, or supplemental insurance is preferred.
• Excellent communication and listening abilities, with a customer-focused approach to identifying needs and recommending appropriate solutions.
• Comfortable working in a high-volume call center while navigating CRM, phone, and other digital systems.

Skills

• Excellent communication and listening abilities.
• Customer-focused approach to identifying needs and recommending appropriate solutions.
• Comfortable working in a high-volume call center while navigating CRM, phone, and other digital systems.

State License

• Active licenses in California, Florida, Texas, New York, and Georgia.
• Active licenses in at least 7 of the following states: New Jersey, North Carolina, Nevada, Massachusetts, Arizona, Illinois, Pennsylvania, Oregon, Missouri, and Virginia.

Benefits

• Paid Sick Leave (Medix provides paid sick leave according to state and local sick leave ordinances).
• Health Benefits / Dental / Vision (Medix offers 6 different health plans: 3 Major Medical Plans, 2 Fixed Indemnity Plans (Standard and Preferred), and 1 Minimum Essential Coverage (MEC) Plan. Eligibility for health benefits is based on verifying that an average of 30 hours per week during the first 4 weeks of the work assignment has been met. If you meet eligibility requirements and take action to enroll, you will be covered no earlier than 60 days into your assignment, depending on plan selection(s)).
• 401k (Eligible on the first 401k open enrollment date following 6 consecutive months on assignment. 401k Open Enrollment dates are 1/1, 4/1, 7/1, and 10/1).
• Short Term Disability Insurance.
• Term Life Insurance Plan.

Required Employment / Compliance Language:

Medix is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

^*We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO), and the California Fair Chance Act (CFCA).

Medix Overview:

With over 20 years of experience connecting organizations with highly qualified professionals, Medix is a leading provider of workforce solutions for clients and candidates across the healthcare, scientific, technology, and government industries. Through our core purpose of positively impacting lives, we’re dedicated to creating opportunities for job seekers at some of the nation's top companies. As an award-winning career partner, Medix is committed to helping talent find fulfilling and meaningful work because our mission is to help you achieve yours.

Any required state or Joint Commission training is compensated at the state or local minimum wage rate.

^*As a job position within our Insurance division, a successful completion of a background check may be required as a condition of employment. This requirement is directly related to essential job functions including but not limited to: accessing medical and confidential records, verifying financial information, and working within departments that care for vulnerable populations, such as, minors, elderly and those with physical or mental disabilities. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients