At Captifi Insurance, we simplify healthcare for businesses by offering comprehensive captive insurance solutions. From medical to dental and vision plans, we provide cost-effective, self-funded alternatives to traditional insurance. As a trusted broker in the medical captive industry, we are committed to delivering personalized employee benefits that reduce costs while ensuring quality coverage.
Position Summary
As a Medical Benefits Agent at Captifi Insurance, you will be part of a high-performing team dedicated to transforming how businesses manage healthcare costs. Your role is to empower companies by guiding them toward self-funded insurance solutions that offer financial flexibility and enhanced benefits. This is an exciting opportunity for individuals who are passionate about making a difference in people's lives while enjoying unlimited income potential.
Key Responsibilities
Provide exceptional customer service to ensure a positive client experience.
Participate in ongoing training and professional development to stay ahead in the industry.
Collaborate with a supportive, success-driven team while achieving individual sales goals.
Build and maintain a strong sales pipeline by nurturing leads and fostering long-term partnerships.
Achieve high-impact daily sales KPIs to drive business growth.
Leverage Captifi's Data and Analytics tools to enhance CRM organization and personalize client outreach.
Qualifications & Core Competencies
1-3+ years of experience in health insurance sales
Active insurance license required
Self-motivated with a strong work ethic and drive to succeed
Exceptional communication, negotiation, and interpersonal skills
Ability to work independently and collaboratively in a fast-paced environment
Strong organizational skills with excellent time management
Critical thinking and analytical abilities for coverage and underwriting analysis
Active listening skills to understand and address client needs effectively
Proven ability to build relationships, grow pipelines, and close sales opportunities
Knowledge of Salesforce (preferred, but not required)
Strong understanding of employee benefits products, compliance regulations, and industry best practices
At Captifi Insurance, we are committed to fostering a diverse and inclusive workplace. If you are passionate about leading a high-performing sales team and driving meaningful change in the insurance industry, we encourage you to apply-even if you don't meet every listed qualification. Join us and be part of a company shaping the future of healthcare benefits!