What are the responsibilities and job description for the Insurance Agent, Medicare/Health (Account Executive) position at YourPolicy?
Insurance Agent, Medicare/Health (Account Executive)
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 I 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
Job Types: Full-time, Permanent
Pay: $50,708.00 - $65,000.00 per year
Benefits:
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Experience:
- medicare/health insurance: 2 years (Preferred)
Ability to Commute:
- Ada, MI 49301 (Required)
Work Location: In person
Salary : $50,708 - $65,000
