Insurance Agent (Account Executive) - Medicare/Health (Sales)
Insurance Agent, Medicare/Health (Account Executive)
Location: In office - Ada, MI.
My Insurance Lady (powered by YourPolicy) is a local, woman-run health insurance agency located in Ada, right on Fulton St (M-21). We offer navigation, guidance and enrollment support to clients seeking Individual Medicare, Individual & Family Health, and Small Group plans. Over the last 5 years we have experienced exponential growth and now going into 2025 we are seeing this exciting growth trend continue. We strive to deliver an excellent client experience 100% of the time in a warm inviting space and with a friendly supportive team. We are looking forward to an addition of another full-time licensed agent/adviser that's looking to be part of a close-knit team.
Responsibilities:
Build and maintain strong relationships with existing clients, ensuring high levels of customer satisfaction
Generate leads through various channels, including networking events, client referrals and professional referrals.
Educate existing and potential clients on coverage options, including providing personalized 1 on 1 advice and designing insurance packages to fit the client's needs and budget
Identify opportunities for cross-selling to fill coverage gaps where appropriate
Manage workload and appointments in an organized fashion, including maintaining agency and individual CRM
Qualifications:
Michigan Resident Health license with 2 years of related experience OR 3 years of comparable experience with the ability to become licensed within 30 days of hire if not already.
AHIP / FWA Annual Certification OR the ability to become certified within 14 days of hire
ACA / FFM Annual Certification OR the ability to become certified within 14 days of hire
Ability to work independently while being an active team member
Customer facing background / customer service experience
Excellent communication and interpersonal skills with strong attention to detail
Proficiency in Google/Microsoft, with the ability to learn new platforms quickly
Benefits
3 weeks paid vacation
7 paid holidays
2 additional floating holidays
Paid sick time
Flexible schedule most of the year
Ongoing paid training including CE
Liability insurance
Personalized benefits package
Variable compensation
