Health Insurance Broker - (Ada, MI)

POSITION OVERVIEW This position is responsible for providing service to clients' changing insurance needs by selling health, dental, life and/or supplemental insurance products. Responsibilities Develops base for long term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of healthcare coverage. Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments; determining extent of present coverage and/or investments; ascertaining long term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long term strategy implementation. Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs.