Job description

Locations available: SoCal, NorCal, other states in NY, NJ, PA, MA, VA, MD, IL, NC, TX, GA, NV, and more.

About Us

TransGlobal is one of the largest insurance general agencies in the US with over 25 offices nationwide.

We focus on building an all-in-one financial services platform covering insurance, real estate, mortgage, investment, tax and retirement planning. Website: http://www.transglobalus.com

Objective

Our health insurance department is seeking an experienced Sales Account Manager to serve as an intermediary between health insurance companies and clients for business group plans.

Our carriers include BlueShield, Kaiser, Anthem BlueCross, Aetna, HealthNet, United Health Care, and more

Website https://www.transglobalus.com/services/#healthcare_insurance

Responsibilities

1. Actively seek and develop new business relationship through referrals and regular visits to client sites

2. Advise clients on the plans and benefits that best suit their needs (eg. medical, dental, vision)

3. Generate premium quotes for clients, service new and existing clients on enrollment and renewal

4. Review clients’ forms in enrollment, cancellation, and changes. Follow up with insurance carriers

5. Attend regular seminars to enhance product knowledge to effectively communicate with clients

6. Ensure compliance with up-to-date federal and state regulations

7. Handle sensitive information with the highest degree of integrity and confidentiality

Qualifications

1) Minimum 1 year of relevant experience in health insurance field

2) Active license in Life, Health, and Accident insurance

3) Bilingual in Mandarin Chinese, Vietnamese, or Korean is a plus

4) Proficient in computer skills – MS Office: Excel, Word, PowerPoint, Adobe Acrobat

5) Excellent verbal and written communication skills in English

6) Excellent organizational skills, attention to detail, professional phone etiquette

Salary & Benefits

· Starting $4,200 ~ $5,800/month depend on experience and location, will raise if pass probation

· Health insurance (medical/dental/vision/HSA) covering spouse and dependents

· 401(k) with employer matching

· Paid sick leave (6 days), paid personal leave (6 days)

· Paid vacation (based on years of employment)

· Paid holidays, paid jury duty, paid training

Job Type: Full-time

Pay: $4,200.00 - $5,800.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Newton, MA 02462: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Will you now or in the future require sponsorship or transferring for employment visa status such as H-1B visa or green card?

Education:

• Bachelor's (Preferred)

Experience:

• health insurance: 1 year (Preferred)

Language:

• Mandarin Chinese (Preferred)
• Vietnamese (Preferred)
• Korean (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)

Work Location: In person

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