Individual and Group Benefits Advisor
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Job Location:
Spartanburg, SC - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
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: $55000 - $65000 (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.
#LI-CS1
Required Experience:
Unclear Seniority
About Company
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