Hansen Insurance Solutions is an independent insurance agency serving individuals throughout the Dallas–Fort Worth area. We help clients better understand their Medicare and insurance options through clear, personalized guidance.
Our agency works with multiple insurance carriers and focuses on building long-term client relationships through honest communication, dependable follow-up, and ongoing service.
Position Overview
Hansen Insurance Solutions is seeking an experienced Medicare Insurance Sales Agent to join our growing agency. This is a full-time position requiring approximately 40 hours per week.
The agent will work with prospective and existing clients to assess their insurance needs, explain available coverage options, assist with enrollments, and provide ongoing support. The right candidate will be dependable, organized, comfortable speaking with older adults, and committed to ethical and compliant insurance practices.
Duties
- Communicate with prospective and existing clients by telephone, video, and in person when necessary.
- Help clients understand Medicare Advantage, Medicare Supplement, and prescription drug plan options.
- Review each client’s providers, prescriptions, preferred pharmacies, budget, and coverage priorities.
- Explain plan benefits, costs, limitations, and coverage details clearly and accurately.
- Assist eligible clients with plan selection and enrollment.
- Make outbound calls and consistently follow up with prospective and existing clients.
- Develop long-term client relationships through responsive and dependable service.
- Maintain accurate client notes, appointments, enrollment information, and follow-up tasks in the agency’s CRM.
- Provide ongoing assistance with policy-related questions and service requests.
- Stay informed about Medicare guidelines, carrier requirements, available products, and annual plan changes.
- Follow all Hansen Insurance Solutions procedures, documentation standards, and compliance requirements.
- Identify appropriate opportunities to discuss additional insurance products based on a client’s individual needs.
- Ask for assistance and verify information instead of guessing when uncertain.
Experience and Qualifications
- Previous Medicare or health insurance sales experience is required.
- Experience working with Medicare Advantage, Medicare Supplement, prescription drug plans, and Group Insurance is strongly preferred.
- Familiarity with multiple insurance carriers and plan-enrollment procedures.
- Experience using CRM, quoting, or enrollment systems.
- Strong communication, listening, and relationship-building skills.
- Ability to explain complicated information in clear, everyday language.
- Patient and respectful when working with older adults and clients who may feel overwhelmed.
- Comfortable making outbound calls, following up with prospects, and setting appointments.
- Organized and able to manage appointments, client records, deadlines, and follow-up tasks.
- Able to work independently while consistently following established agency procedures.
- Receptive to coaching, feedback, and ongoing training.
- Committed to protecting confidential client and health information.
- Committed to ethical, compliant, and client-centered insurance practices.
- Located in or able to serve clients throughout the Dallas–Fort Worth area.
Schedule
- Full-time
- Approximately 40 hours per week
- Additional availability may be needed during the Medicare Annual Enrollment Period
What We Are Looking For
We are looking for someone who understands that success in insurance requires more than completing an enrollment. The ideal candidate follows through on commitments, communicates professionally, documents client interactions accurately, and provides dependable service throughout the client relationship.
This opportunity is best suited for someone who wants to build a long-term relationship with a small, established agency and contribute to its continued growth.
How to Apply
Please submit your résumé and a short explanation of your Medicare insurance experience and why you are interested in working with Hansen Insurance Solutions.
Expected hours: 40.0 per week
Benefits:
- 401(k) matching
- Paid time off
Work Location: Hybrid remote in Fort Worth, TX (Tarrant County)
