Insurance

• Educate consumers on Affordable Care Act (ACA) Marketplace health insurance options
• Assess individual and family coverage needs and explain available plan options
• Explain premiums, deductibles, copays, provider networks, prescription coverage, and other plan features
• Guide consumers through the ACA Marketplace application and enrollment process
• Provide professional, consultative customer service throughout consumer interactions
• Maintain accurate customer information, application details, and enrollment documentation in company systems
• Follow up with prospective and enrolled consumers as required
• Meet sales, conversion, quality, productivity, attendance, and customer experience expectations
• Maintain compliance with CMS, Marketplace, carrier, licensing, and company requirements
• Maintain required insurance licenses, certifications, carrier appointments, and Marketplace credentials
• Participate in ongoing training, coaching, performance development, and team meetings
• Navigate multiple computer systems and applications while assisting customers
• Perform additional duties as assigned

Licensed ACA Health Insurance Agent, PA

• Field inbound sales calls from established strategic partners
• Maintain detailed, accurate records on agency software of all communication
• Provide customer-centric service to all agency clients
• Provide accurate, appropriate answers to client questions regarding coverages, pricing, and insurance options
• Build and maintain excellent relationships with referral partners
• Make outbound sales calls to businesses referred to the agency
• Handle client needs from the initial conversation through binding coverage
• Work closely with strategic partners
• Complete special projects as assigned

Insurance Consultant

• Support Enterprise Risk Management activities for Nasdaq’s North American Markets business, including US Equities, US Options, ETPs, Nasdaq Canada, and Digital Assets-related products and activities.
• Execute ERM tools, practices, and reporting processes to identify, assess, monitor, and communicate key risks.
• Partner with North American Markets stakeholders to implement the ERM Framework and promote a practical, risk-aware culture.
• Facilitate risk assessments and support risk and control owners in identifying, assessing, and monitoring business, operational, technology, regulatory, and strategic risks.
• Support the buildout of the Digital Assets risk program.
• Conduct root cause analysis on incidents, issues, and emerging risk themes and recommend enhancements to controls, processes, and risk governance.
• Prepare risk reporting for management, risk committees, boards, and other governance forums.
• Aggregate and analyze ERM program data, key indicators, incidents, and risk trends.
• Provide guidance and training on Nasdaq’s Governance, Risk, and Compliance platform and broader ERM practices.
• Serve as a key user of the integrated GRC platform.
• Communicate with global risk colleagues and business partners to align on risk priorities and support consistent execution.
• Engage Internal Audit, SOX, Compliance, Information Security, Business Continuity, Legal, and other assurance partners.
• Identify emerging risks, develop practical solutions, and strengthen risk oversight for complex market environments.

Senior Specialist, Enterprise Risk Management – North American Markets

• Serve as a trusted advisor to clients navigating final expense life insurance options
• Conduct thorough needs assessments via phone
• Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
• Match clients with suitable carriers and products
• Guide clients through application and underwriting processes
• Build relationships with seniors and their families
• Work a pipeline of company-provided leads
• Meet or exceed individual sales goals and track activity in the CRM
• Stay current on state insurance regulations, carrier guidelines, and compliance requirements
• Document sales and service activities in the CRM
• Collaborate with managers, trainers, and team members
• Support additional duties and special projects as needed

Insurance jobs in Pennsylvania

Licensed ACA Health Insurance Agent, PA

Insurance Consultant

Senior Specialist, Enterprise Risk Management – North American Markets

Life Insurance Sales Representative