CAREERS
JOB POSITION: Licensed Health Insurance Agent – Existing Client Services
LOCATION: Stratford, CT. In-person to start, with hybrid possibility after onboarding
OUR STORY:
We are The Strategies Group—a Connecticut-based, tech-enabled health insurance agency with 30+ years of trust behind us and a modern growth plan ahead. We provide individuals and businesses with solutions for Medicare, ACA, Group benefits, as well as related ancillary products like Life, Accident, and more. Our foundation is based on lasting client relationships through service and transparency, nearly all of which has been through word of mouth and referrals.
Our mission is simple: Help our clients make sense of one of the most complex, confusing systems they’ll ever have to deal with—their health insurance.
We are in a unique position -- we are a self-funded, debt-free agency, and looking to build a team driven by a startup-style energy that's ready to help us shape the future. We’re not racing to grow for the sake of it. Our goal is to scale what’s working, stay grounded in what matters, and incorporate a tech-forward culture.
If you’re excited to join a long-standing agency entering a high-growth phase — where deep relationships meet digital tools — you’ll feel right at home here.
ESSENTIAL JOB RESPONSIBILITIES:
In this role your responsibilities will include, but not be limited to the following:
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Shadow and train with the existing office team to learn the day-to-day workings of the office.
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Administrative and Customer Support functions such as fielding in-bound and making out-bound calls, emailing, faxing, data entry into company’s online database, scanning and digitizing, client interface, scheduling, note-taking, running reports, etc.
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Utilizing PCs, smart phones, software applications and databases appropriately.
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Getting familiar with different types of insurance products and policies
KNOWLEDGE, SKILLS & ABILITIES:
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Compassionate, friendly, and willing to assist others.
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Experience in customer service environments such as Insurance, Call Centers, Banking, Retail.
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Energetic communication skills – phone, email, and in-person
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Proven experience and savviness in use of technology, software platforms and social media including a proficiency in the Microsoft suite (Outlook, Word, Excel, etc.)
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Comfort working in a multi-cultural small office environment
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Knowledge of Spanish and / or Portuguese a plus
WHO WE ARE:
The Strategies Group, LLC is a Stratford, CT based, independent health insurance agency. We help Individuals and Groups navigate the complicated landscape of health insurance coverage and ancillary benefits, providing them with appropriate, cost-effective and customized solutions. At the heart of our success is client compassion – we are laser-focused on helping them achieve peace of mind. An Equal Opportunity Employer, we are active members of the Bridgeport Regional Business Council.
*** PLEASE SEND DETAILED RESUME *** to Careers@TheStrategiesGroup.net