YourPolicy · 22 hours ago
Medicare/Health Account Executive
Ada, MI
Full-time
Onsite
Entry, Mid Level
2+ years expYourPolicy is a local, woman-run health insurance agency located in Ada, dedicated to simplifying the insurance experience for clients. They are seeking an enthusiastic Medicare/Health Account Executive to build strong relationships with clients, ensuring satisfaction and agency growth while providing personalized guidance on insurance options.
Auto InsuranceCommercial InsuranceInsuranceLife Insurance
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
Qualification
Required
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 I Microsoft, with the ability to learn new platforms quickly
Strong interpersonal and communication skills, both verbal and written
Strong analytical and problem-solving abilities
Proven ability to build rapport
Self-motivated, goal-oriented, and able to work independently
High level of organization and attention to detail
Proficiency in CRM and agency management systems
Benefits
Health, dental, and vision insurance after 30 days of employment.
401(k) plan after 500 hours of employment.
Paid time off and holidays and two floating holidays.
Professional development and continuing education opportunities.
A values-driven culture that puts people first.
Company
YourPolicy
YourPolicy is making insurance simple, transparent and convenient by challenging the traditional methods of shopping for auto, home, and life insurance.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Justin Thomas
Chief Executive Officer
Company data provided by crunchbase