Insurance Account Executive: Onboarding & Growth

NCD; San Antonio (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Disability insurance

401(k) with match

Work-from-home allowance

Professional development

Job summary

NCD is seeking an Account Executive to onboard, train, and activate new agents, guiding them through onboarding and best practices while supporting lead generation efforts. The role involves engaging with newly contracted agents, participating in industry events, and coordinating with Sales and Agent Support to escalate concerns as needed.

The position emphasizes outbound outreach, virtual and in-person workshops, and ongoing coaching to improve agent production and customer satisfaction.

Qualifications

• 2–4 years of experience in sales, account management, or agent support, preferably in insurance/healthcare.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.

Responsibilities

• Newly Contracted Agent Outreach – Conduct outbound calls to introduce new agents to NCD’s tools and onboarding process.
• Outbound Lead Calls – Contact warm leads and prospective agents to educate them on NCD’s offerings and drive contracting.
• Event Engagement & Lead Generation – Work at industry conferences and networking events to strengthen NCD’s brand presence.
• Agent Onboarding Workshops – Lead small-group virtual or in-person onboarding sessions.
• Sales Enablement Support – Share agent success stories and best practices to aid sales conversations.
• Product & Training Webinars – Lead weekly training webinars ensuring agents understand NCD’s products and sales strategies.
• Account Management Support – Manage a small portfolio of accounts ensuring agent production.
• Event Lead Follow-Up – Structured post-event follow-ups to nurture leads into contracted agents.
• Themed Monthly Call Campaigns – Targeted outreach to agents to gather feedback for product development.

Skills

Interpersonal communication

Outbound sales

CRM systems

Education

Bachelor’s degree in business/marketing/communications

Tools

CRM systems

Job description

NCD is seeking an Account Executive to onboard, train, and activate new agents, guiding them through onboarding and best practices while supporting lead generation efforts. The role involves engaging with newly contracted agents, participating in industry events, and coordinating with Sales and Agent Support to escalate concerns as needed.

The position emphasizes outbound outreach, virtual and in-person workshops, and ongoing coaching to improve agent production and customer satisfaction.