What are the responsibilities and job description for the Insurance Agent (Account Executive) - Medicare/Health position at Your Policy, LLC?
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
