Licensed Health Insurance Agent

Company Description Apex Legacy Insurance Group is a growing insurance organization dedicated to helping individuals and families access reliable, affordable health coverage. The company focuses on building long-term client relationships through transparent guidance, personalized plan recommendations, and ongoing support. Apex Legacy Insurance Group combines industry knowledge with modern technology to simplify the health insurance enrollment and servicing process. Team members are encouraged to collaborate, continuously improve, and provide a high standard of customer care in a supportive, performance-driven environment.
Role Description The Licensed Health Insurance Agent role is a full-time, remote position responsible for assisting clients in selecting and enrolling in suitable health insurance plans. On a day-to-day basis, the agent conducts consultations via phone, video, and digital channels to understand client needs, explain plan options, and ensure compliance with regulatory requirements. The role involves preparing and processing applications, maintaining accurate records, and following up with clients to answer questions and resolve issues. Agents are expected to stay current on health insurance products, carrier guidelines, and market changes, while meeting performance metrics related to client satisfaction, retention, and sales. Collaboration with internal teams, participation in training, and adherence to ethical selling standards are key components of this position.
Qualifications
Active state health insurance license (or willingness and eligibility to obtain one within a specified timeframe).
Experience advising clients on health insurance, Medicare, ACA marketplace plans, or related insurance products.
Strong communication, interpersonal, and customer service skills, with the ability to explain complex information in clear, accessible terms.
Comfort working in a remote environment, including reliable internet access, basic technical skills, and familiarity with CRM or enrollment platforms.
Proven ability to meet goals, manage time effectively, and handle multiple client interactions with attention to detail and compliance.
High ethical standards, respect for confidentiality, and commitment to non-discriminatory, inclusive client service.
Preferred: Prior experience in insurance sales, call center or advisory roles, and knowledge of federal and state health insurance regulations.
Preferred: High school diploma or equivalent; post-secondary education in business, finance, healthcare, or related fields is a plus.

Skills
CRM

Work arrangement
Yes