We're Hiring

Please see job description below to see if this would be a good fit for you. Kindly email your cover letter and resume to Chuck Swope directly using the email below.

​

Chuck Swope, CEO chucks@creeksideadvisors.net

Job Description
Medicare/Individual Health Insurance Agent

Job Title: Medicare / Individual Health Insurance Agent
Location: Creekside Insurance Advisors, Inc., 167 Creekside Lane, Winchester, VA 22602
Job Type: Full-Time

Compensation: Base + Commission (Options available)

Benefits: 401k, Health, Life, Dental, Short/Long Term Disability, Wellness Program, Voluntary Ancillary Benefits, Paid Time Off (PTO)

​​

About Us

At Creekside Insurance Advisors, Inc., we are passionate about helping individuals and families navigate the complexities of Medicare and Health Insurance. We specialize in Medicare, Marketplace, and Individual Health coverage, delivering personalized solutions with integrity, clarity, and care. As we continue to grow, we're looking for motivated and knowledgeable insurance professionals to join our team.

Position Summary

We are seeking a licensed Medicare/Individual Health Insurance Agent who is client-focused, detail-oriented, and driven to help others make informed insurance decisions. This role involves educating clients, recommending tailored plan options, and guiding them through the enrollment process—whether aging into Medicare, retiring early, or seeking ACA/Marketplace coverage.

​

Key Responsibilities

• Educate clients on Medicare (Parts A, B, C, D, Medigap, Medicare Advantage) and individual/Marketplace health insurance options

• Assess client needs and recommend appropriate health insurance solutions

• Assist with plan enrollment and renewals (Medicare and ACA)

• Stay current on industry changes, CMS guidelines, and carrier updates

• Provide ongoing client support, including claims assistance and plan reviews

• Build and maintain relationships through exceptional customer service and follow-up

• Maintain compliance with all regulatory and carrier requirements
   

Qualifications

• Active Life/Health/Annuity Insurance License (preferred)

• Previous experience in a sales, advisory, or client-service insurance role (preferred)

• Experience with Medicare and/or ACA/Individual Health plans (preferred)

• Knowledge of insurance products and CMS/ACA compliance guidelines (preferred)

• Analytical and problem-solving abilities to assess client risks and recommend appropriate coverage solutions

• Excellent communication and interpersonal skills

• Strong organizational skills and attention to detail

• Proficient in using CRM systems, quoting tools, and online enrollment platforms

• Self-motivated with the ability to manage time and prioritize tasks independently

Responsibilities and Duties

Sales and Client Acquisition:

• Identify potential clients through various channels such as referrals and networking

• Meet with prospective clients to understand their insurance needs and assess their risks

• Educate clients about different insurance options and recommend suitable coverage based on their requirements and needs

• Prepare and present insurance proposals to clients, explaining policy terms, conditions, and premiums

• Application submission and processing necessary paperwork for policy issuance

Policy Management and Renewals:

• Maintain relationships with existing clients and provide ongoing customer service

• Review clients' existing policies to ensure coverage adequacy and make recommendations for necessary adjustments

• Assist clients with policy renewals, including evaluating any changes in risk factors and updating coverage as needed

• Address client inquiries and concerns regarding policy coverage, claims processes, and billing issues

• Collaborate with underwriters and insurance carriers to secure appropriate coverage for clients

Compliance and Documentation:

• Maintain accurate records of client interactions, policies, and claims information using appropriate software systems.

• Stay updated on insurance industry regulations, policy changes, and market trends

• Comply with legal and ethical standards, including confidentiality of client information and adherence to relevant laws and regulations

What We Offer

• Access to top carriers and plan options

• Comprehensive training and support

• Competitive commission structure

• Marketing and lead generation assistance

• A supportive, team-oriented culture

Note: This job description provides a general overview of the typical responsibilities and requirements for a Medicare/Individual Health Insurance Agent. Actual job duties may vary depending on the specific insurance company or brokerage firm and the nature of the client base served

​