Locations available: Monrovia, Irvine
About Us
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.
Why Work at TransGlobal Benefits
You will join a growing team and collaborate directly with our Director of Benefits while gaining hands-on experience in various aspects of Health Insurance, including Individual, Group, and Medicare plans. You will play a key role in meeting diverse client needs and receive dedicated support from cross-department teams, empowering you to learn, grow, and thrive in your career.
Responsibilities
Client-Centric Care: Evaluate client needs to recommend insurance plans, including medical, dental, and vision coverage, etc.
Tailored Supplemental Coverage: Provide expert guidance on supplemental insurance options for comprehensive protection.
Product Expertise: Master company health insurance offerings and keep self-updated on recent changes and market trends to effectively communicate benefits to clients.
Independent Administrative Support: Manage data entry, e-filing, and clerical tasks to support the Department Director’s goals.
Confidentiality & Compliance: Protect client information and ensure all operations meet privacy and compliance standards.
Streamlined CRM Use: Utilize CRM tools to schedule appointments, track leads, and maintain accurate client records efficiently.
Collaborative Growth: Partner with regional offices to recruit agents and drive sales expansion.
Cross-Department Coordination: Enhance processes and client satisfaction through effective communication between teams.
Qualifications
Relevant Experience: Previous experience in the health insurance industry is highly preferred.
Insurance License: An active license in Life, Health, and Accident insurance required; ability to obtain AHIP within 3 to 6 months of hire.
Learning Ability: Ability to quickly grasp health insurance products, regulations, and industry updates.
Communication Skills: Strong interpersonal and communication skills, with the ability to effectively explain complex insurance products and coverage options to clients in a clear and concise manner.
Problem-Solving: Ability to identify issues, propose solutions, and escalate concerns as needed.
Organizational Skills: Excellent organizational skills with strong attention to detail.
Technological Proficiency: Proficient in MS Office Suite (Excel, Word, PowerPoint, Adobe Acrobat).
Fluency: Fluent in both Mandarin and English.
Benefits for Full-Time Employee
Comprehensive health insurance (medical, dental, vision, and HSA) including spouses and dependents.
401(k) plan with employer matching.
Competitive PTO policy starts after 3 months: 6 sick days, and 10 PTO days with increases.
Paid holidays, paid jury duty, paid training.
Pay starts at $25.96–$34.62/hour ($4,500–$6,000/month) based on experience and location, with potential adjustment after 90 days.
