Insurance Case Manager Position Available In Orange, Florida
Tallo's Job Summary: Seeking a Case Manager/Referral Partner in Orlando, FL with True Life Care. Identify potential clients for life, health, and retirement planning services, referring them to licensed agents. Part-time, flexible role for those with strong communication skills and a background in healthcare or sales. $25.00 per hour, 40 hours per week, plus commission. English and Spanish proficiency preferred. On the road work location.
Job Description
Insurance Case Manager True Life Care Orlando, FL We are seeking a motivated Case Manager / Referral Partner to assist in identifying and referring potential clients interested in life insurance, health insurance (ACA/Medicare), and retirement planning services. You will not be selling insurance — your primary role is to introduce and refer qualified individuals to a licensed insurance agent. This is a flexible, part-time opportunity, perfect for someone who enjoys connecting with people and helping them find trusted financial and healthcare solutions.
Responsibilities:
Identify individuals who may benefit from life, health, or retirement planning services. Introduce and refer potential clients to the agent via email, phone, or text. Create warm introductions (basic info + agreed interest). Maintain simple tracking of referrals made. Follow compliance guidelines — no insurance sales, quoting, or advice.
Qualifications:
Excellent communication and interpersonal skills. Motivated, outgoing, and organized. Previous experience in healthcare, social work, patient services, community outreach, sales, or customer service is a plus. Must be able to represent services professionally and ethically. (No insurance license required — this is a referral/marketing role only.)
Job Type:
Contract Pay:
$25.00 per hour Expected hours: 40 per week
Supplemental Pay:
Commission pay Application Question(s): Are you experience in creating leads?
Language:
English (Preferred) Spanish (Preferred)
Location:
Orlando, FL (Preferred)
Work Location:
On the road