Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
AG
Alera Group
Bilingual Health Insurance Agent
Career Insights for Insurance Customer Service Representative
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Insurance Customer Service Representative responds to customer inquiries about insurance, provides information about insurance products and services, and reports insurance claims. May explain insurance coverage or assist customers with adding or changing coverage. Handles or resolves customer complaints. Keeps records of customer communications and transactions.
$47,797 / year median in California
-6% projected decline
Job Description
OVERVIEW
Bilingual Health Insurance Agent About Alera Group Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. Why Join Alera Group? Collaborate with purpose- Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career
- Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization. Make an impact
- Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.
RESPONSIBILITIES
Deliver exceptional customer service to clients both in person and over the phone Educate individuals on health, dental, vision, and supplemental insurance products Conduct needs assessments and recommend appropriate coverage solutions Enroll new clients into insurance plans and assist with application completion Support existing clients with questions regarding coverage, billing issues, access to care, and benefits administration Navigate multiple systems and applications while maintaining accuracy and attention to detail Maintain compliance with carrier, regulatory, and organizational requirements Participate in training programs, coaching, and development activities to strengthen product knowledge and sales effectiveness Meet and exceed individual sales and performance goals Build long-term client relationships through proactive communication and serviceQUALIFICATIONS
Required Qualifications Fluent in both English and Vietnamese Strong customer service, communication, and interpersonal skills Ability to build trust and establish relationships with clients from diverse backgrounds Comfortable working in a sales-driven environment with performance goals Strong organizational skills and attention to detail Ability to navigate multiple software systems and business applications Ability to work independently while contributing to a collaborative team culture Licensure Active Health & Life Insurance License preferred Candidates without a license are encouraged to apply Ability to obtain and maintain required insurance licensing after hire Willingness to complete licensing and training requirements within established timelines Preferred Qualifications Prior insurance sales, healthcare, retail sales, customer service, or call center experience Experience working with Medicare, Individual Health, ACA Marketplace, or supplemental insurance products Experience educating consumers on complex products or services Demonstrated success meeting sales, retention, or performance goals Experience working in a bilingual client-facing environment Knowledge of healthcare coverage and insurance enrollment processesCompensation Salary Range:
$21-24 an hour plus commission Benefits Eligible colleagues enjoy a comprehensive benefits package that includes: Medical, dental, and vision insurance Life and disability coverage 401(k) Generous paid time off Professional development opportunitiesADDITIONAL INFORMATION
Work Arrangement This position isIn-Office In-Office:
This role requires regular on-site attendance at the designated office location. We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-SE1 #LI-In-Office Location Type In-Office Qualifications:
Required Qualifications Fluent in both English and Vietnamese Strong customer service, communication, and interpersonal skills Ability to build trust and establish relationships with clients from diverse backgrounds Comfortable working in a sales-driven environment with performance goals Strong organizational skills and attention to detail Ability to navigate multiple software systems and business applications Ability to work independently while contributing to a collaborative team culture Licensure Active Health & Life Insurance License preferred Candidates without a license are encouraged to apply Ability to obtain and maintain required insurance licensing after hire Willingness to complete licensing and training requirements within established timelines Preferred Qualifications Prior insurance sales, healthcare, retail sales, customer service, or call center experience Experience working with Medicare, Individual Health, ACA Marketplace, or supplemental insurance products Experience educating consumers on complex products or services Demonstrated success meeting sales, retention, or performance goals Experience working in a bilingual client-facing environment Knowledge of healthcare coverage and insurance enrollment processesCompensation Salary Range:
$21-24 an hour plus commission Benefits Eligible colleagues enjoy a comprehensive benefits package that includes: Medical, dental, and vision insurance Life and disability coverage 401(k) Generous paid time off Professional development opportunitiesBenefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Other Retirement and Savings