Pando Insurance Agency Account Executive

FLSA Classification: Exempt

Report To: Agency Director

About the Organization

Pando Insurance Agency (PIA) is a full-service health insurance agency operating alongside its sister company, Pando PEO. PIA supports small to mid-sized businesses across the United States by providing expert guidance on employee benefits, HR support, compliance, and streamlined operations. We believe benefits should be both strategic and personal, empowering organizations and the people who power them.

Summary / Objective

The Agency Account Executive sits at the heart of Pando Insurance Agency, serving as both a client relationship manager and hands-on execution partner. This role manages client relationships and quoting across both Agency and PEO lines of business while supporting the daily operations that keep the agency running.

Working closely with the Agency Director, you'll manage a book of business, prepare and present benefit materials, assist with open enrollment, coordinate with carrier partners, and support the PEO team as business needs evolve. As the agency grows, so will your ownership of larger clients, key processes, and strategic initiatives.

Essential Functions

Client Management & Service

• Serve as the primary client contact for an assigned book of business while building trusted, long-term relationships.
• Handle client service requests from start to finish, ensuring timely and accurate resolution.
• Prepare benefit quotes, summaries, and presentation materials.
• Present benefit options and recommendations to clients.
• Assist in planning and conducting open enrollment meetings.
• Maintain accurate client records and documentation.
• Manage quoting for both Agency and PEO lines of business.

Quoting & Coverage Expertise

• Develop and maintain expertise in ancillary benefits including dental, vision, group life, short-term disability (STD), long-term disability (LTD), and other employee benefits.
• Translate coverage options into clear, value-driven recommendations for clients.

Partnerships & Carrier Relationships

• Work closely with our General Agency (GA) team to maintain strong partnerships and ensure expectations and timelines are met.
• Build and maintain strong relationships with carrier partners and service teams.

Operations, Strategy & Cross-Functional Support

• Execute and continuously improve agency processes, workflows, and operational tools.
• Participate in strategic discussions as the agency continues to grow.
• Provide support to the PEO team as business needs require.
• Identify operational gaps and recommend improvements that support growth.

Special Skills

• Entrepreneurial mindset with a strong sense of ownership and urgency.
• Proactive self-starter who identifies opportunities and takes initiative.
• Strong problem-solving skills and the ability to navigate ambiguity.
• Excellent communication and presentation skills.
• Highly organized with strong attention to detail and the ability to manage multiple priorities.

Qualifications

• Active Health and Life Insurance License, or the ability to obtain one shortly after hire.
• Experience in employee benefits, insurance, a PEO, or a related industry preferred.
• Familiarity with quoting tools, carrier portals, and benefits administration systems is preferred.
• Comfortable collaborating across payroll, benefits, implementation, and client experience teams.

What We Offer

• A meaningful opportunity to help build and shape a growing agency.
• High visibility, meaningful ownership, and opportunities for advancement.
• A clear path for professional growth and expanded client responsibility.
• Full benefits package.
• Paid Time Off (PTO).
• This is an in-office position.

Work Environment

Please note this job description is not intended to be an exhaustive list of duties, responsibilities, or activities. Responsibilities may change at any time with or without notice.

Equal Employment Opportunity

Pando Insurance Agency LLC is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace where all individuals are treated with respect and dignity. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, or sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected characteristic under applicable law.