Individual and Group Benefits Advisor

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 annually (commensurate with experience)
• Additional Compensation: Commission on larger group accounts
• Benefits: Comprehensive benefits package, including 401(k) through Afore Benefits
• Work Schedule: Monday – Friday, 9:00 AM – 5:00 PM (additional hours required during Open Enrollment months: October, November, December)
  
  

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.