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An Immediate Opening - Individual Life Insurance Account Executive

Watkins Insurance Group
Austin, TX Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/10/2025

Job Description

Job Description

We are seeking an experienced Individual Life Insurance professional to build and manage a book of business, develop referral partnerships with staff, proactively seek out new business opportunities and provide tailored life insurance solutions. In this role, you will supervise a team and serve as the primary liaison between carriers and clients to ensure a seamless experience, deliver exceptional service, drive client retention, and contribute to revenue growth. This position plays a key role in the success of our Life Insurance department.

We will count on you to :

  • Be Customer Focused. You must make every client interaction stand out for its collaborative spirit and professionalism.
  • Be Analytical. You will collect information about the client through various methods to evaluate their assets and exposures.
  • Be Organized. You will need to stay focused on different tasks and use your time effectively and efficiently to be proactive and meet deadlines.
  • Be An Excellent Communicator. You can provide clear and concise information, write effectively, and are a good listener.
  • Be Collaborative. You will need to be easy to work with and be willing to help others to accomplish overall production, retention and growth goals.

What you need to have :

  • An active General Lines Life, Accident Health, and HMO license issued by the Texas Department of Insurance.
  • Five years of Life and Health experience with a regional or national insurance agency or carrier.
  • Ability to negotiate and work with underwriters.
  • Proficiency in Office 365 products and CRM software.
  • Experience in Applied EPIC is preferred but not required.
  • What can you expect?

    The culture at Watkins Insurance Group is about building relationships with each other, our clients, and our community. We adhere to our core values to sustain a culture of service. As a Watkins Insurance Group employee, you will receive a strong total reward package that includes competitive pay. In addition, all full-time employees are eligible to receive benefits on the first of the month following employment. We are proud to provide a benefits and work environment package to help our employees enjoy their work and life.

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