Account Executive

Mid-State Insurance is growing and seeking a dynamic, self-motivated individual to join our Benefits team. We are looking for someone who has an aptitude for building quality and lasting client relationships, with a focus on selling medium to large employee benefits packages.

• Strategize with Agency Management on decisions to enhance profitability in the department.
• Develop a new client base targeting medium to large-sized companies.
• Adept at building and maintaining relationships internally and externally with staff and clients.
• Proven track record of high client retention.
• Cross-sell and refer accounts to Producers in other areas of the Agency.
• Manage all service related to accounts developed and assigned.
• Utilize marketing and client service resources provided.
• Maintain working knowledge of ACA compliance and mentor team members on this knowledge.
• Prepare and implement an individual business plan to develop and grow the Benefits department.
• Provide leadership and oversight to Account Managers and Producers, especially during customer renewals and new business strategies, including proposals and presentations.
• Coordinate carrier meetings with the Benefits team.
• Develop and maintain community presence through networking and professional development activities and memberships.
• Perform other duties as assigned.

• Active Wisconsin Life & Health License (CE compliant).
• 3-5 years of benefits experience with an agency, health insurance company, or similar experience.
• Proven success in benefits sales (health, life, etc.).
• Knowledge and understanding of the employee benefits industry, sales/marketing methods, and the implementation process.
• Bachelor’s Degree preferred.
• Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Effective verbal and written communication skills.
• Skills in problem solving, prioritizing, organization, and leadership.

• Highly competitive wages.
• Paid Holidays.
• Paid Time Off given as a block of hours rather than days.
• Flex Time.
• Half-day Fridays from Memorial Day through Labor Day.
• Medical, Dental, Vision, Life/AD&D, Disability insurance.
• Simple Retirement Plan with Company match.
• Earn additional Paid Time Off for volunteering at your favorite Non-Profit.
• Company-sponsored Continuing Education, designation courses, and training.
• Agent discount on personal insurance.
• Community events and agency-sponsored volunteer opportunities.
• Newly remodeled office space.
• Fun company events and outings to build camaraderie.
• Business casual dress code, with Packer/Brewer/Bucks/Badger days and casual Fridays.