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Health Insurance Sales Enroller

Title: Health Insurance Sales Enroller

Reports To:  Owner       

Headquarters:  Bellevue, WA

Hours:  Full time (once insurance license passed)

Compensation:  $10 – $14 per hour, plus $15 per health insurance application bonus. Significant upside income potential. Can earn direct residual commissions for work done on your own time. Second year income will improve dramatically as effectiveness is proven.

Summary Description: Working from the Bellevue office over the phone and in person meetings with prospective clients about Individual Health Insurance & Life Insurance. Responsible from beginning to end conversation and follow up after the sale. Must be extremely personable and interacting well with clients. Back office work will require written, electronic and phone follow up with clients on all matters. Establishing immediate rapport, with minimal fear of rejection, a must.

Busy season from Nov 15th to Feb 15th (extremely intense during this time).

Primary Position Requirements:

  1. Be the face of the company for new and existing clients regarding helping sign up and problems they have on their insurance.
  2. Have a checklist for each client on items to cover.
  3. Manage both the input and output of the CRM system for the firm.


Skills Experience Attitude Past Results Cognitive Habits
  (preferred)     (ability to learn)  
Upbeat, Energetic personality 1 year phone sales calling Positive/ friendly. Sense of humor High ratio of leads via phone to appointments Can follow a sales process Professional appearance
Quick thinker on your feet Address clients needs Self-motivated High ratio of closing leads Pivot from script/process Punctual
Self-aware, pick up on social ques Critical skills with complex customer service issues Wants to exceed goals Handles rejection well    
Organized CRM system updating   Keeping tabs on multiple accts at once Organized follow up  
High attention to details & multitasking Worked stressful Upbeat and quick to address concerns Not dropping the ball. Ability to not make mistakes ConsistentRobotic repetitive interacts
Education College degree or equivalent preferred Ability to learn No insurance experience necessary    

Work Environment (Fit):

  • Must own mistakes and work to find solutions to client’s issues signing up on the Health Exchange.
  • Flexible work schedule in the Bellevue office
  • Daily progress report of sales, calls and pertinent information.
  • Owner encourages candor, regardless of position in firm

NOTE: My business has doubled in the past 9-months. It will double again in 9-months, do you want to be a part of this growth?

Below are my areas of expertise:

  • Health Insurance (Every company in Washington State)
  • Life Insurance (33 companies)
  • Disability Insurance (8 companies)

Gary Franke, MBA
Independent Broker
Achieve Alpha Insurance, LLC          
12507 Bel-Red Rd, Ste 103
Bellevue, WA 98005
Phone:(425) 802-2783

Achieve Alpha