Account Executive, Health Insurance Brokerage

Responsibilities

• Develop and maintain proficiency in our full carrier and product portfolio, including fully-insured, level-funded, and self-funded plan designs
• Support the Health Brokerage Sales VP with day-to-day sales activities, client calls, and account strategy
• Prepare benefit illustrations, proposals, and presentations tailored to employer group needs
• Respond to inbound service inquiries from agent partners and employer clients, including questions related to benefits, billing, and plan changes
• Identify cross-sell and upsell opportunities within the existing book of business; assist in driving new client acquisition through referrals and outreach
• Build and maintain strong relationships with agent partners, HR contacts, and key decision-makers
• Cook marketing campaigns and sales outreach initiatives, including email communications, events, and collateral distribution
• Maintain accurate and up-to-date records in CRM systems, tracking client interactions, pipeline activity, and upcoming renewals
• Support the annual renewal process by preparing renewal analyses and coordinating carrier communications

Qualifications

• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
• Strong verbal and written communication skills with a professional, client-first approach
• Demonstrated ability to manage multiple priorities with accuracy and follow-through
• Preferred - Experience with CRM platforms (Salesforce, Applied Epic, or similar)
• Knowledge of small group and mid-market health insurance markets
• 2+ years of experience in health insurance, employee benefits, or a related sales support role
• Active Life & Health insurance license, or ability to obtain within 90 days of hire

Benefits

• Medical insurance
• 401k
• Vacation/sick time
• 3 Personal days/ 2 floating
• Holidays
• 12 paid holidays
• Life insurance
• Dental insurance
• Vision insurance
• Industry Specific Education Reimbursement
• Flexible work hours

Pay

The expected salary range for this position is $70,000 to $80,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Schedule

No Travel Required

Required Education

High school or equivalent

Required Experience

2-5 years of relevant experience