Health Insurance Sales Agent Job at TransGlobal Holding Co., Monrovia, CA

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  • TransGlobal Holding Co.
  • Monrovia, CA

Job Description

Job Description

Job Description

About Us

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.

 

Why Work at TransGlobal Benefits

You will join a growing team and collaborate directly with our Director of Benefits while gaining hands-on experience in various aspects of Health Insurance, including Individual, Group, and Medicare plans. You will play a key role in meeting diverse client needs and receive dedicated support from cross-department teams, empowering you to learn, grow, and thrive in your career.

 

Responsibilities

· Client-Centric Care : Evaluate client needs to recommend insurance plans, including medical, dental, and vision coverage, etc.

· Tailored Supplemental Coverage : Provide expert guidance on supplemental insurance options for comprehensive protection.

· Product Expertise : Master company health insurance offerings and keep self-updated on recent changes and market trends to effectively communicate benefits to clients.

· Independent Administrative Support : Manage data entry, e-filing, and clerical tasks to support the Department Director’s goals.

· Confidentiality & Compliance : Protect client information and ensure all operations meet privacy and compliance standards.

· Streamlined CRM Use : Utilize CRM tools to schedule appointments, track leads, and maintain accurate client records efficiently.

· Collaborative Growth : Partner with regional offices to recruit agents and drive sales expansion.

· Cross-Department Coordination : Enhance processes and client satisfaction through effective communication between teams.

 

Qualifications

· Relevant Experience : Previous experience in the health insurance industry is highly preferred.

· Insurance License : An active license in Life, Health, and Accident insurance required; ability to obtain AHIP within 3 to 6 months of hire.

· Learning Ability : Ability to quickly grasp health insurance products, regulations, and industry updates.

· Communication Skills : Strong interpersonal and communication skills, with the ability to effectively explain complex insurance products and coverage options to clients in a clear and concise manner.

· Problem-Solving : Ability to identify issues, propose solutions, and escalate concerns as needed.

· Organizational Skills : Excellent organizational skills with strong attention to detail.

· Technological Proficiency : Proficient in MS Office Suite (Excel, Word, PowerPoint, Adobe Acrobat).

· Fluency : Fluent in both Mandarin and English .

 

Benefits for Full-Time Employee

· Comprehensive health insurance (medical, dental, vision, and HSA) including spouses and dependents.

· 401(k) plan with employer matching.

· Competitive PTO policy starts after 3 months: 6 sick days, and 10 PTO days with increases.

· Paid holidays, paid jury duty, paid training.

· Pay starts at $25.96–$34.62/hour ($4,500–$6,000/month) based on experience and location, with potential adjustment after 90 days.

Locations available: Monrovia, Irvine

* To apply, please forward your resume to careers@transglobalus.com

 

Company Description

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.

Company Description

TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.

Job Tags

Holiday work, Full time,

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