Advisor, Medicare and Individual Health

Aon
Florida
Workplace: HybridFull timeUSD 52,000 - 70,000 annuallyFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Independent work","Time management","Decision-making","Diligent follow-up","Clear communication"]

Grow and maintain a book of business by independently sourcing, qualifying, and developing new individual and group client relationships for Individual Health and Medicare products. Conduct outreach, compile prospect lists, gather account information, and present compliant sales proposals. Perform annual reviews for renewing business, deliver timely product updates, maintain accurate client records, and stay current on market changes while building referral partnerships and downline producer relationships.

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FursaFursa
Aon
Aon
2 months ago

Advisor, Medicare and Individual Health

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Grow and maintain a book of business by independently sourcing, qualifying, and developing new individual and group client relationships for Individual Health and Medicare products. Conduct outreach, compile prospect lists, gather account information, and present compliant sales proposals. Perform annual reviews for renewing business, deliver timely product updates, maintain accurate client records, and stay current on market changes while building referral partnerships and downline producer relationships.
Location: Florida
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Initiate, qualify, and develop new Individual Health and Medicare business relationships using self-generated prospects.
  • •Identify new individual and group clients and compile prospect lists for sales leads.
  • •Gather and assemble accurate information to initiate new and transferred accounts in compliance with regulations.
  • •Conduct annual reviews of renewing individual health business and make recommendations based on client needs.
  • •Stay current on product developments and deliver educational Medicare presentations to groups and community partners.

Pay and Benefits

Salary: USD 52,000 - 70,000 annually
Perks:401kPaid Leave

Key Requirements

  • •Develop and grow a book of business for Individual Health and Medicare products through self-generated prospects.
  • •Knowledge of Affordable Care Act (ACA) and CMS standards, regulatory changes, and carrier products/services.
  • •Knowledge of Medicare health insurance markets and how Medicare plans work with group benefits and COBRA.
  • •Maintain compliant, accurate client information and records and provide timely reporting to the agency.
  • •Florida Individual Health Insurance Agent’s license (FL 215) required; appropriately license or obtain licensing in other states as required.
Education:Bachelor's
Skills:Independent workTime managementDecision-makingDiligent follow-upClear communication
Licenses:Florida Individual Health Insurance Agent's license (FL 215)
Certifications:CMSFederal Exchange (FFM)

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
Glassdoor
Glassdoor: 3.9
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