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Individual Life & Health Account Manager

Reliable Insurance Agency
Cloquet, MN
  • Posted: over a month ago
  • Full-Time
Job Description

Purpose of Job:

  • To build a book of business around Medicare and Individual Health Insurance plans by creating relationship-focused connections as an insurance expert through prospecting and networking.
  • To provide prompt, efficient, high-quality service to designated accounts while assisting in the retention of existing accounts.


  • Provide excellent service at all times
  • Provide expert knowledge to clients and team members
  • Perform daily service tasks for clients.  Changes/Cancellations/Etc.
  • Prospect/Network
  • Cross-sell to help build book of business
  • Other duties as requested by management
  • Help with client retention
  • Document all client interactions
  • Help in maintaining up-to-date client contact information
  • Communicate with Team Members in a professional manner

Job Qualifications:

  • Advanced computer skills
  • Self-Motivation
  • Ability to work in a team environment
  • Exceptional communication and time management skills
  • Ability to multitask
  • Life & Health Insurance License

Performance Measurements:

  • Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention.


  • 401k Match
  • Profit Sharing
  • Section 125 - Daycare, Health, Dental & Vision
  • 35 Hour Work Week
  • Vacation
  • PTO
  • 7 Paid Holidays & Birthday off
  • HSA Health Insurance - 100% of Employee Paid
  • $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
  • Licensing & CE Scheduled & Paid by Agency
  • Group Long Term Disability - at your cost
  • Group Dental - at your cost
  • Group Vision - at your cost
  • Aflac Benefits - at your cost
  • LegalShield - Shared cost

Reliable Insurance Agency


Cloquet, MN
55720 USA



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