Medicare & Life Insurance Specialist - Growth & Licensing

Job Description If you've ever wanted a job where you actually feel supported from day one — where your team shows up for you, celebrates wins together, and genuinely wants to see you grow — this is it. We're a close-knit independent insurance agency looking for an Insurance Agent Assistant to help our clients navigate their Medicare and life insurance coverage with confidence. Benefits Stable, growing book of business with an established local agency Supportive team environment — we invest in your growth Opportunity to expand your licensing and advance your insurance career Make a real difference for clients navigating important coverage decisions Mon-Fri 8-5pm schedule Health benefits Paid Time Off Paid Holiday Retirement Plan Professional Work Environment with a supportive team Responsibilities Service existing Medicare Advantage, Medicare Supplement, and Part D prescription drug policies Assist clients with life insurance policy questions, changes, and renewals Handle inbound client calls and correspondence with professionalism and care Process policy updates, beneficiary changes, and service requests accurately Maintain organized client records and follow up proactively on open items Support licensed agents with research, documentation, and client prep Virtual client consultations on existing life insurance and Medicare policies Market other product solutions to new and existing clients via email/phone. Requirements What we're looking for Required Active Colorado Life & Health Insurance License (or ability to obtain before start date. We pay for you to get licensed) Strong communication skills — written and verbal Comfortable learning agency management software and CRM tools Self-starter with excellent attention to detail and follow-through You love breaking down complex topics in plain language and guiding people toward the right choice for their situation Bonus points Spanish language proficiency — we serve a bilingual community Prior experience in insurance, healthcare, or customer service Familiarity with Medicare products or enrollment periods (but we can train you on this) J-18808-Ljbffr