Account Executive- Group

Position: Account Executive- Group Benefits
Location: Grimes

## Account Executive
- Group Benefits Apply locations:
Midwest Heritage - Grimes time type:
Full time posted on:
Posted 6 Days Agotime left to apply:
End Date:
July 28, 2026 (15 days left to apply) job requisition :
R239808
** Additional Considerations (if any):**-At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.
** Midwest Heritage
**** Job Description
**** Job Title**:
Group Health Account Executive
** Department:
** Insurance
* * FLSA:
** Exempt
* * General Function:
** This position is responsible for generating new business growth by actively prospecting and selling group medical insurance plans, along with ancillary and elective benefits, to small and mid-sized employers. The ideal candidate is a proactive, results-driven professional with a proven ability to develop sales pipelines, close deals, and deliver tailored employee benefits solutions.

** Reporting Relations:
**** Accountable and

Reports to:

** Director, Business Development
** Positions that Report to you:
** None
*
* Primary Duties and Responsibilities:

*** Prospect, develop, and close new business opportunities with employers (typically 2–500 employees)
* Sell and position group medical plans alongside ancillary products such as dental, vision, life, disability, and voluntary benefits
* Conduct needs analysis to design customized benefits packages that align with employer goals and budgets
* Build and maintain a strong pipeline through networking, referrals, cold outreach, and community involvement
* Develop relationships with decision-makers including HR leaders, CFOs, and business owners
* Collaborate with internal account management and service teams to ensure smooth onboarding and ongoing client satisfaction
* Provide renewal support for assigned book of business, proactively identifying opportunities to retain clients and expand coverage
* Stay current on market trends, carrier offerings, compliance updates, and competitive positioning
* Meet or exceed monthly and annual sales targets
* Maintain accurate activity and pipeline tracking in Salesforce CRM system
** Knowledge, Skills, Abilities, and Worker Characteristics:
*** Experience selling group medical or employee benefits packages
* Established network of business contacts or centers of influence
* Familiarity with level-funded and self-funded plan structures
* Understanding of compliance requirements (e.g., ACA, ERISA)
* Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.
* Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.
* Proficient computer skills. Microsoft Office preferred (Outlook, Power Point, Excel and Word.)
* Good verbal and written communication skills.
* Strong interpersonal skills; ability to relate to and interact with people in a friendly, professional manner.
* Strong detail orientation including the ability to review forms for accuracy and completeness.
*
* Education and Experience:

*** 2+ years of sales experience (insurance or employee benefits experience strongly preferred)
* Active Health & Life insurance license (or ability to obtain within a month)
* Proven track record of meeting or exceeding sales goals
* Strong communication, presentation, and negotiation skills
* Self-motivated with a high level of accountability and discipline
* Ability to simplify complex benefit concepts for clients
* Experience using CRM tools and sales tracking systems
*
* Physical Requirements:

*** This position is classified sedentary/light and requires the ability to sit for long periods of time.
* Visual requirements include: ability to see detail at near range with or without correction.
* Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.
*
* Working Conditions:

*** The duties of this position are normally performed in a general office setting. Local travel is common for client prospecting and meetings, with occasional regional or overnight travel required. This is a fast-paced, target-driven work environment with sales quotas and renewal deadlines.
* There is frequent pressure to meet deadlines and handle multiple projects in a day.
** Contacts:
** This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
** Confidentiality:
** This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.
#J-18808-Ljbffr