Licensed Insurance Intake Agent

The Rockford Group:About UsAtThe Rockford Group, we partner with Ancillary groups who provide services to residents in Pace Centers and Nursing Facilities to provide seniors with access to high-quality, compassionate care through comprehensive insurance solutions. Our mission is to help residents and their families navigate the often-complex world of health coverage with honesty, empathy, and professionalism. We are seeking a Licensed Insurance Agent (Intake Agent) to join our growing team. This position is ideal for someone who enjoys connecting with people, is detail-oriented, and wants to make a meaningful difference in the lives of seniors and their families.Position SummaryThe Intake Agent is responsible for assisting residents and families with insurance enrollment and benefits coordination. This role includes managing inbound and outbound calls, processing applications, working closely with the Client Services Assistant, and maintaining accurate records in our CRM and bolthires systems. This is a full-time, Monday through Friday position (8:30 a.m. – 4:30 p.m.) with a base salary plus residual commission payout. Compensation is commensurate with experience and will be discussed during the interview process.This is aRemote work position. No cold Calling. This role requires you to spend multiple hours on the phone talking with our customers. Key ResponsibilitiesConduct intake calls with residents, family members, and facilities to assist with insurance enrollment and benefit questions as well as services they will receive in the facility. Explain insurance options clearly and compassionately, ensuring compliance with all state and federal guidelinesProcess and track insurance applications accurately and efficientlyWork collaboratively with the Client Services Assistant to coordinate application processing, collections, and follow-up tasksMaintain detailed and organized records within Salesforce and bolthires Office (Word, Excel, Outlook)Provide exceptional customer service to clients, facility partners, and internal team membersParticipate in ongoing training to stay current with product knowledge and compliance requirementsMeet or exceed performance goals and maintain a high level of professionalismQualificationsMust hold an active Michigan Accident and Health Insurance LicenseStrong phone communication and interpersonal skillsCompassionate, patient, and professional demeanorProficient in bolthires Word, Excel, and OutlookStrong attention to detail and organizational skillsAbility to work both independently and collaboratively within a teamPrior experience in health insurance, senior services, or medical environments preferredSchedule &CompensationFull Time: Monday–Friday, 8:30 a.m.–4:30 p.m.Compensation: Base pay + residual commission payout, benefits after 90 days which include health and dental insurance, paid time off, 401 K, Life Insurance. Apply tot his job