Job Description

Account Executive – Individual and Group Benefits

Job Summary

Seeking a dedicated and experienced Account Executive – Individual and Group Benefits to join a team at a well-established, family-oriented insurance agency. This role is ideal for a self-starter with a strong background in producing and servicing individual health, group benefits, and ancillary insurance accounts. The successful candidate will take over an existing book of business, manage small to mid-sized accounts, and contribute to the growth of the agency.

Compensation Package

• Salary: $55,000 - $65,000 (depending on experience) + commission on larger group accounts
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service an existing book of business, including individual health, group benefits, and ancillary insurance accounts (e.g., Medicare, life insurance).
• Quote and renew new and existing business, with a focus on small to mid-sized group accounts (20-50 employees).
• Provide exceptional customer service to clients, including walk-ins, ensuring their needs are met promptly and professionally.
• Identify opportunities to grow the book of business through cross-selling and new client acquisition.
• Collaborate with team members to ensure smooth operations during peak periods, such as Open Enrollment.
• Utilize EPIC software to manage client accounts and documentation.
• Maintain compliance with industry regulations and company policies.

Qualifications/Requirements

• Licenses: Active Life & Health Insurance License required.
• Experience: Minimum of 2 years of account management experience in the insurance industry, with a focus on benefits.
• Proven ability to produce and service individual and group benefits accounts.
• Strong organizational and multitasking skills, especially during high-demand periods.
• Proficiency in EPIC software or similar agency management systems is preferred.
• Excellent communication and interpersonal skills, with a customer-focused approach.
• Self-starter with the ability to work independently and as part of a small, close-knit team.
• Leadership potential is a plus, with the ability to take on additional responsibilities as the agency grows.

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