Ohio Licensed Account Executive

Job Summary

To support a growing health brokerage team, the full-time Ohio Licensed Account Executive will manage client relationships, drive new sales growth, and assist in the retention of existing business while working remotely.

Key responsibilities

• Develop and maintain expertise in health insurance products and plan designs
• Prepare tailored benefit illustrations, proposals, and presentations for employer groups
• Build and maintain relationships with agent partners and key decision-makers while identifying cross-sell and upsell opportunities

Required qualifications

• Active Life & Health insurance license or ability to obtain within 90 days of hire
• 2+ years of experience in health insurance, employee benefits, or a related sales support role
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
• Experience with CRM platforms (Salesforce, Applied Epic, or similar) preferred
• Knowledge of small group and mid-market health insurance markets preferred