Account Executive- Group Benefits

Midwest Heritage; Grimes (IA); On-site; USD 65,000 - 105,000; Full time

Job summary

Midwest Heritage is seeking a Group Health Account Executive to generate new business growth by prospecting and selling group medical plans and related benefits to small and mid-sized employers. You will build a strong sales pipeline, close deals, and deliver tailored employee benefits solutions.

The role requires experience in group medical or employee benefits, a valid health insurance license, and the ability to manage renewals and client relationships, with local office presence in Grimes,

Qualifications

• 2+ years of sales experience (insurance or employee benefits preferred).
• Active Health & Life insurance license (or ability to obtain within a month).
• Experience selling group medical or employee benefits is strongly preferred.

Responsibilities

• Prospect, develop, and close new business opportunities with employers (2–500 employees).
• Sell and position group medical plans plus ancillary benefits.
• Conduct needs analyses to tailor benefits packages to client goals and budgets.

Skills

Sales experience

Prospecting

Relationship building

Negotiation

Time management

Communication skills

Education

Health & Life insurance license

Tools

Salesforce CRM

Microsoft Office

Job description

## Account Executive- Group BenefitsApplylocations: Midwest Heritage - Grimestime type: Full timeposted on: Posted 6 Days Agotime left to apply: End Date: July 28, 2026 (15 days left to apply)job requisition id: 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.