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 provide consultative health plan selection and support for individuals and families, guiding them through complex coverage details and managing client cases from assessment to resolution.

Key Responsibilities

• Consultative Health Plan Selection: Conduct 30-minute virtual consultation calls with individuals and families to assess needs, evaluate budget constraints, compare plan options, and provide clear recommendations.
• Open Enrollment Support: Guide clients through complex coverage details including deductibles, networks, out-of-pocket costs, formularies, and tax/employer-sponsored health allowances (e.g., individual health reimbursement arrangements).
• Multi-Channel Customer Service: Manage inbound/outbound calls, handle customer emails, submit health insurance applications, and manage high-volume ticketing systems during open time.
• Follow-up & Case Management: Maintain strict ownership of client cases, document detailed notes, execute follow-ups, and track tickets through resolution across messaging and email platforms.
• Complex Inquiry Resolution: Research carrier plan documents, resolve network/drug formulary discrepancies, and address challenging client cost/budget concerns with empathy and professionalism.

Qualifications

• Active Health Insurance License in good standing in at least one US jurisdiction.
• Ability to switch fluidly between video calls, CRM tools, email, and internal messaging applications.

Experience

• 6+ months of experience in consumer health insurance plan navigation (explaining deductibles, network types, out-of-pocket maximums, and prescription formularies).
• Prior experience navigating at least one full Open Enrollment (OE) season (preferred).

Skills

• Technical Setup: Personal laptop capable of running required software, continuous high-speed internet, functional webcam, and a dedicated noise-canceling headset.
• Multi-Tasking & Platform Fluency.
• Bilingual Proficiency: Professional fluency in both English and Spanish (capable of conducting full consultation/enrollment calls in Spanish) (preferred).
• Specialized Coverage Knowledge: Prior experience with Individual Coverage Health Reimbursement Arrangements (ICHRA) or ACA Marketplace plans (preferred).
• Software Familiarity: Practical experience using helpdesk ticketing platforms (e.g., Intercom/Zendesk), team chat tools (Slack), and video conferencing software (Google Meet/Zoom) (preferred).

Education

• Active Health Insurance License in good standing in at least one US jurisdiction is required.

Additional Requirements

• Primary Shift: 11:00 AM – 8:00 PM Eastern Time (ET), Monday through Friday.
• Weekend coverage required (either Saturday or Sunday, 11:00 AM – 3:00 PM ET).
• Secondary Shift: 9:00 AM – 6:00 PM ET may be required.
• Required language: Spanish.

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.

^*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