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Benefits Account Executive

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7105 West Mequon Road, Mequon, WI, USA

Job Type


About the Role

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


  • Strategizes with Agency Management on decisions to enhance profitability in the department.

  • Develops new client base targeting medium to large size companies.

  • Adept at building and maintaining relationships internally and externally with staff and clients.

  • Proven track record of high client retention.

  • Cross sell, referring accounts to Producers in other areas of Agency.

  • Manages all service related to accounts developed and assigned.

  • Utilizes marketing and client service resources provided.

  • Working knowledge of ACA compliance. Continually builds on that knowledge, in order to mentor and educate team members.

  • Prepares and implements an individual business plan to develop and grow the Benefits department.

  • Strong leadership skills and drive to succeed preferred.

  • Provide oversight and leadership to Account Managers and Producers as they prepare customer renewals and new business strategy including proposals and presentations to ensure client satisfaction.

  • Coordinate carrier meetings with the Benefits team

  • Develop and maintain community presence by networking and participating in professional development activities and memberships.

  • Perform other duties as assigned.


  • Active Wisconsin Life & Health License (CE compliant)

  • 3-5 years’ 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, the sales/marketing methods, and the implementation process.

  • Bachelor’s Degree Preferred

  • Advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint and Outlook

  • Demonstrate effective verbal and written communication skills

  • Skilled at Problem Solving, Prioritizing, Organization, Leadership


  • Highly competitive wages

  • Paid Holidays

  • Paid Time Off given as a block of hours rather than days

  • Flex Time

  • Half day Fridays Memorial Day through Labor Day

  • Benefits Include: Medical, Dental, Vision, Life/AD&D, Disability

  • Simple Retirement Plan with Company match

  • Earn additional Paid Time Off for Volunteering for 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 with team members

  • Business casual dress code with the exception of Packer/Brewer/Bucks/Badger days and casual Fridays

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