We're here for all school employees! Helping them live better and retire happier.
Insurance Agent
Location
California
Posted
1 day ago
Salary
0
Seniority
Senior
Job Description
Insurance Agent
Horace Mann
• Build and maintain relationships with educators and school employees • Identify client needs and recommend insurance and financial solutions • Generate new business through referrals, school partnerships, and networking • Retain and renew policies while delivering exceptional service • Cross-sell auto, home, life, and retirement products • Participate in community and educator-focused events
Job Requirements
- Active Life & Health and Property & Casualty licenses (Exclusive & Enhanced Agent)
- Ability to obtain FINRA licenses (SIE, Series 6 & 63, if applicable) (Enhanced)
- Insurance or financial services experience preferred
- Strong relationship-building and communication skills
- Entrepreneurial mindset and self-motivation
Benefits
- 1099 compensation with uncapped earning potential with renewals
- Industry-leading incentive compensation during the first 48 months while you grow your book (Exclusive Agent)
- Book of business with immediate renewal income (Enhanced Agent)
- Exclusive territory within a niche educator market
- Dedicated service support so you can focus on growth
- Ongoing training, technology, and business development resources
- Flexibility to manage your own schedule and business
Related Guides
Related Categories
Related Job Pages
More Insurance Jobs
• Answer inbound warm leads from potential members who are interested in our pet insurance policies. • Use a consultative approach to understand each member’s unique needs and tailor insurance solutions accordingly. • Present the value of Trupanion's pet insurance policies, emphasizing benefits over price. • Maintain call control and guide conversations effectively to achieve successful enrollment. • Provide detailed information about policies, coverage options, and address any members questions or objections. • Accurately enroll pets in policies, ensuring thorough collection and documentation of necessary information. • Serve as a dedicated point of contact for current members, addressing policy inquiries, providing guidance, and ensuring their overall satisfaction is met every step of the way. • Handle inquiries from current members expressing their intention to cancel their pet insurance policy.
Insurance Verification Specialist – Prior Authorizations
Winning Assistants LLCWe provide virtual assistants from the top 1% global talent pool to help companies scale & streamline operations.
• Verify patient insurance eligibility and benefits before scheduled appointments. • Review deductibles, copays, coinsurance, and patient financial responsibility. • Ensure insurance information is accurate and updated within the EHR/EMR. • Document all eligibility verification activities accurately and thoroughly. • Submit and obtain prior authorizations through insurance portals and payer websites. • Monitor pending authorization requests and follow up with insurance companies as needed. • Communicate authorization updates promptly to providers and clinic staff. • Maintain accurate records of authorization status and supporting documentation. • Create new patient charts and update existing medical records. • Ensure patient demographics and insurance information remain complete and accurate. • Maintain organized documentation within the electronic medical record system. • Answer overflow inbound phone calls when the in-office team is unavailable. • Assist patients with general inquiries in a courteous, professional, and empathetic manner. • Route calls appropriately and ensure timely message delivery. • Support the front office with insurance-related administrative tasks. • Maintain strict HIPAA compliance and protect patient confidentiality at all times.
Role Description We are seeking an experienced Insurance Verification Specialist with a strong background in insurance eligibility verification, prior authorizations, and front office support. This role is ideal for someone who thrives in a fast-paced medical environment, enjoys working with insurance processes, and delivers exceptional patient service over the phone. The ideal candidate has hands-on experience navigating U.S. insurance portals, verifying patient benefits, obtaining prior authorizations, and supporting front office operations while maintaining the highest level of professionalism and HIPAA compliance. Key Responsibilities - Insurance Eligibility & Benefits Verification - Verify patient insurance eligibility and benefits before scheduled appointments. - Review deductibles, copays, coinsurance, and patient financial responsibility. - Ensure insurance information is accurate and updated within the EHR/EMR. - Document all eligibility verification activities accurately and thoroughly. - Prior Authorizations - Submit and obtain prior authorizations through insurance portals and payer websites. - Monitor pending authorization requests and follow up with insurance companies as needed. - Communicate authorization updates promptly to providers and clinic staff. - Maintain accurate records of authorization status and supporting documentation. - Patient Chart Management - Create new patient charts and update existing medical records. - Ensure patient demographics and insurance information remain complete and accurate. - Maintain organized documentation within the electronic medical record system. - Front Office & Patient Support - Answer overflow inbound phone calls when the in-office team is unavailable. - Assist patients with general inquiries in a courteous, professional, and empathetic manner. - Route calls appropriately and ensure timely message delivery. - Support the front office with insurance-related administrative tasks. - Maintain strict HIPAA compliance and protect patient confidentiality at all times. Qualifications - Minimum 2 years of experience working in a U.S. healthcare setting. - Hands-on experience with insurance eligibility verification and prior authorization processing. - Strong understanding of: - Commercial insurance plans - Deductibles - Copays - Coinsurance - Authorization requirements - Experience using insurance portals and payer websites. - Experience working with EHR/EMR systems (EasyDerm experience is a plus). - Previous experience handling inbound patient phone calls in a medical office. - Excellent English verbal and written communication skills with a professional phone presence. Preferred Qualifications - Experience working in a dermatology or other specialty medical practice. - Previous experience as a remote Healthcare Virtual Assistant. - Spanish-speaking ability is an advantage but not required. Desired Skills - Exceptional attention to detail and accuracy. - Strong organizational and time management skills. - Ability to work independently with minimal supervision. - Excellent problem-solving and critical-thinking abilities. - Comfortable managing multiple insurance requests, authorizations, and patient calls simultaneously. - Ability to thrive in a fast-paced, patient-centered healthcare environment. - Strong customer service and interpersonal communication skills. Basic Requirements - Must be proficient in speaking and writing English very clearly. - Must have relevant work experience. - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory). - Must be available for video meetings with your camera on (when needed). Technical Requirements - Device: Reliable laptop or desktop computer. - Internet: High-speed connection (minimum 25 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional environment. Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
Insurance Agent with Training
Mays Region - Modern Woodmen of AmericaModern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Role Description Are you someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Mays Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region. Role Responsibilities: - Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage. - Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly. - Networking: Build and maintain a network of client members through referrals, networking events, and community engagement. - Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills. - Target Achievement: Meet or exceed business development goals. Qualifications - Team-Oriented - Enthusiastic - Positive Attitude - Self-Starter - Community-Focused - Coachable - Goal-Driven - Willingness to Obtain State Insurance License - College Degree (preferred, not required) Benefits - Strong Income Opportunity. - Potential to earn client member leads. - Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals. - Exclusive training/development with the financial services professional supporting you. - An environment and culture of mutual support and growth. - Attainment of prestigious credentials and recognition. - Consistent opportunities for growing your income and character. - Strong benefits and retirement package. - Dental, health, and vision insurance. - Flexible schedule. - Life insurance. - Professional development assistance. - Referral program. Company Description Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.


