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Account Executive - Client Service

Account Executive - Client Service

Next Step InsurancePlymouth, WI, US
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Job Description

Job Description

Salary : 41,000

Are you looking for an opportunity to make a real impact not just another sales or customer service job? Do you want to use your skills to help people while growing your career with a team that truly cares?

At Next Step Insurance, we do things differently. We believe everyone deserves protection from medical debt and financial devastation. We dont just sell policies we educate, guide, and empower people to protect themselves and their families. We meet them face-to-face, build trust, and provide clarity in a confusing system.

We are seeking an Account Executive who loves serving people, whether you come from a customer service background or are already an experienced insurance agent. If you have a strong background in employee benefits, health insurance, or ancillary insurance (Aflac, Colonial Life, etc.), thats a plus but what matters most is your desire to help others, build lasting relationships with employers and employees, and take ownership of the businesses in your care.

What Youll Do

  • Develop and nurture relationships with employer groups and their employees.
  • You will work closely with an insurance expert to enroll employees inhealth, dental, vision, disability, and critical illness plans.
  • Help get quotes together.
  • Learn new smarter computer systems
  • Represent our mission and uphold our core values :

Own It Take initiative and accountability.

  • Happy to Help Serve with a positive, solution-focused mindset.
  • Be Your Best Self Show up authentically and strive for excellence.
  • Educate First Empower clients with knowledge.
  • Learn and Lead Continuously grow and inspire others.

    • What Were Looking For

  • Someone with strong communication and relationship-building skills
  • A strategic thinker with initiative and heart
  • Passionate about serving others while growing professionally
  • Experience in employee benefits or health / ancillary insurance (Aflac, Colonial Life, HR Dept, etc.) is a bonus
  • WI Health Insurance License (ideal but not required)

    • Why Join Us?

  • Compensation : Starting at $41,000 annually with significant growth potential.
  • Benefits :

    • Health, dental, vision, short-term & long-term disability

  • Life and critical illness coverage
  • Pet Insurance
  • Accident coverage
  • Flexible schedule & paid time off
  • Unlimited vacation after one year
  • Culture : We value fresh perspectives and treat each team member as a unique individual. Your ideas matter here.

    • If you love serving people but feel stuck in a dead-end customer service job, this is your chance to use your talents to make a real difference. If youre overqualified for a typical agent role but underutilized where you are, and you want to grow, build meaningful relationships, and join a team that truly cares, we want to meet you.

    Apply today and help us protect futures one relationship at a time.

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    Client Executive • Plymouth, WI, US