Entry Level - Medicare & Life Insurance Specialist

Job Description

Job Description

If you've ever wanted a job where you actually feel supported from day one where your team shows up for you, celebrates wins together, and genuinely wants to see you grow this is it. We're a close-knit independent insurance agency looking for an Insurance Agent Assistant to help our clients navigate their Medicare and life insurance coverage with confidence.

Why join us

• Stable, growing book of business with an established local agency
• Supportive team environment we invest in your growth
• Opportunity to expand your licensing and advance your insurance career
• Make a real difference for clients navigating important coverage decisions
• Mon-Fri 8-5pm schedule
• Health benefits
• Paid Time Off
• Paid Holiday
• Retirement Plan
• Professional Work Environment with a supportive team

Benefits

Hourly Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

What you'll do

• Service existing Medicare Advantage, Medicare Supplement, and Part D prescription drug policies
• Assist clients with life insurance policy questions, changes, and renewals
• Handle inbound client calls and correspondence with professionalism and care
• Process policy updates, beneficiary changes, and service requests accurately
• Maintain organized client records and follow up proactively on open items
• Support licensed agents with research, documentation, and client prep
• Virtual client consultations on existing life insurance and Medicare policies
• Market other product solutions to new and existing clients via email/phone.

Requirements

What we're looking for

Required

• Active Colorado Life & Health Insurance License (or ability to obtain before start date. We pay for you to get licensed)
• Strong communication skills written and verbal
• Comfortable learning agency management software and CRM tools
• Self-starter with excellent attention to detail and follow-through
• You love breaking down complex topics in plain language and guiding people toward the right choice for their situation

Bonus points

• Spanish language proficiency we serve a bilingual community
• Prior experience in insurance, healthcare, or customer service
• Familiarity with Medicare products or enrollment periods (but we can train you on this)