About Us

We are a growing employee benefits agency focused on delivering practical, cost-effective solutions to employers and their employees. Our approach is consultative, relationship-driven, and built on long-term partnerships.

Position Overview

We are seeking an Entry-Level Account Executive to support our new business efforts within the employee benefits division. This role is ideal for someone with a Life & Health license and approximately 2 years of experience who is looking to develop their skills on the sales and consulting side of the business.

You will work closely with senior leadership to help drive new opportunities, support the sales process, and deliver tailored benefit solutions to prospective clients.

Key Responsibilities

Build relationships with clients, brokers, and referral partners
Coordinate with carriers and vendors to obtain quotes and plan options
Prepare and present benefit proposals, quotes, and comparisons to prospective clients
Participate in prospect meetings, presentations, and strategy discussions
Gather and analyze census and claims data to help position competitive solutions
Help manage the onboarding and implementation process for new clients
Maintain accurate pipeline activity in CRM and follow-up on prospective opportunities

Qualifications

Active Life & Health insurance license (required)
Approximately 2+ years of experience in employee benefits (brokerage or carrier side preferred)
Strong communication and presentation skills
Highly organized with the ability to manage multiple opportunities simultaneously
Comfortable working in a fast-paced, sales-oriented environment
Proficiency with Microsoft Office (Excel, Outlook, PowerPoint)
Strong desire to grow into a client-facing, revenue-generating role

What We Offer

Competitive compensation with growth and earning potential
Direct exposure to the sales and consulting side of the business
Supportive, team-oriented environment