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Individual Life & Health Specialist

Job Overview

As a Life & Health Specialist, you will have the opportunity to create new business as well as retain and service an established current book of business with clients that have Medicare supplement plans, life polices, and individual health plans. Renewing this business is your number 1 priority. You will start by understanding your client’s current coverage, along with their priorities and goals. You will find the best possible solution and fit for now—and help them plan for the future. This hands-on planning and proactive communication will allow you to continually deliver value to your client.

What you’ll do

• Service, evaluate risk and maintain the current book of business of Individual Life, Health, Medicare Supplements and Medicare Part D clients.
• Responsible for creating, identifying & pursuing new organic Individual Life, Health & Medicare Supplement opportunities.
• Articulate, promote & write new Individual Life & Health insurance.
• Educate and assist with applications, marketing, quoting and working closely with existing clients, carriers and other regional TRICOR Specialists across departments with referrals.
• Coordinate renewal meetings with clients (review existing policies & strategy to cross sell).
• Document, share your client needs with Teammates and in TRICOR’s client management system.
• Establish & maintain close contact with insurance carrier/underwriters to maximize effectiveness with clients.
• Promote TRICOR in community with your time and talents.

What you bring

• Bachelor’s degree in a related area; or two or more years of related experience with Medicare. Products, Individual life and health insurance and/or training; or equivalent combination of education and business experience.
• Hold insurance license or must obtain license within 30 days of employment with TRICOR’s assistance.
• Possess a valid Driver’s License, automobile insurance coverage, & have the ability to travel local daily.
• Knowledge of and proficiency in – MS Office (Word, Excel), PDF docs, Internet, & industry software (EPIC).
• Demonstrated ability to complete a review, renewal and new business sale.
• Knowledge of the Medicare Supplement, Life, and Health insurance markets.
• Confident, polished presentation, verbal & written communications.
• Ability to demonstrate driven service and client focus performance, and independence/self-sufficient and an accountability work ethic.
• Act as a role model in terms of team success, resource and support of TRICOR goals & objectives.

TRICOR Offers:

• A full-time career in a successful locally owned & operated business that continues to grow.

• On the job training – paid training (i.e. licensing)-one on one coaching /mentoring.
• Supportive & motivating staff to help you succeed in a family atmosphere.
• Personal Development Plans for all positions
• Opportunities for advancement after appropriate training.
• Locations in WI. IL & IA.
• Health, Dental, & Vision Insurance plans w/Health Reimbursement Account and Health Savings Account.
• Travel Expense Reimbursement program
• Employee Referral Bonus Program
• 401(k) Retirement Program with a Certified Financial Planner on staff to assist with your retirement needs.
• Company provided Life Insurance for  you and your family and Long –term/Short-term Disability
• Flexible work-life balanced work schedules.
• Competitive weekly wage, benefit premiums payroll deductions & direct deposit.
• Business casual dress Monday–Thursday with casual dress Fridays.

TRICOR's culture has established a workplace where employees can thrive, enjoy their work, provide the best in class customer service and help their company grow. To learn more about TRICOR Insurance, employment opportunities and to apply, visit https://www.tricorinsurance.com/tricor-careers.

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