About the Role
Manage an existing book of group benefits business and grow the portfolio through proactive marketing, cold calling, and referral development. This full-time, hybrid role is for a client-facing candidate passionate about helping businesses protect their employees.
Responsibilities
- Manage and service an existing group benefits book of business, ensuring high retention and client satisfaction.
- Conduct regular account reviews and renewals with existing clients.
- Drive new business growth through targeted marketing campaigns, cold calling, and networking.
- Develop and work a referral pipeline from existing client relationships and community contacts.
- Present and explain group benefits plans (medical, dental, vision, disability, life) to employers and employees.
- Stay current on product offerings, carrier updates, compliance requirements, and industry trends.
- Collaborate with internal team members to ensure seamless enrollment and onboarding experiences.
- Maintain accurate and up-to-date records in the agency management system.
- Represent the agency at community events, industry associations, and networking functions.
- Perform other duties as assigned to support principal responsibilities.
Requirements
- Active Life & Health Insurance license in the state of Texas.
- Proven track record of client retention and business development.
Skills
- Strong communication, presentation, and relationship-building skills.
- Self-motivated with the ability to work independently and as part of a team.
- Proficiency with CRM tools and standard office software.
Location
- Austin, Texas
- Remote Hybrid
Work Type
- Full-time
- Hybrid
Experience Level
- 2–3 years of experience in group benefits or employee benefits consulting
Salary/Compensations
- $60,000 – $75,000 Base Salary + Commission
Benefits
- Group Medical benefits
- Dental benefits
- Vision benefits
- Life benefits
- STD benefits
- LTD benefits
- Roth 401(k) with up to 4% employer match
- 15 PTO days
- 7 holidays
- Additional paid vacation between Christmas & New Year’s
About the Company
- Top Independent Insurance Agency based in Austin, Texas.
- Represents a wide variety of insurance carriers.
- Assists customers in finding suitable insurance carriers for personal and business needs.
- Offers services in Austin, throughout Texas, and across the country.
- Provides clients with a dedicated team of experts for needs and concerns.
- Ranks in the top 1% nationally for insurance agency technology and automation.
- Utilizes systems designed to support employee growth and success.
