Careers

Job Overview

This role includes finding new clients and maintaining relationships with those you already have. Insurance producers need to be a reliable first point of contact when a client needs to file a claim or increase coverage due to major life events.

Core Responsibilities:

• Generate new clientele using networking, community involvement, cold calling and working lead referrals.
• Assisting risk in applying for coverage, including processing applications and providing necessary documentation such as proof of income or assets
• Providing guidance to clients regarding coverage options based on their specific needs and exposures.
• Explaining policy details to clients, including coverage limits, deductibles, and exclusions
• Analyzing client needs and proposing solutions tailored to their situation.
• Reviewing applications for coverage to ensure that they are complete and accurate

Qualifications/Requirements:

• At least 3 years of Direct sales experience. Prior Insurance Industry experience is preferred.
• Have a current Resident State Property and Casualty license or willingness to obtain one within 90 days of hire date.
• Travel to Portland area client meetings needed.

Salary Range: This role is a commission-based role. A base salary may be considered for an insurance trainee. A validated Sales Executive will earn at least $100,000.

Location: Portland, OR (Hybrid after initial training)

Position Type: Full-Time, 8:30 AM – 5:00 PM

Job Overview:

Leonard Adams is a 4th-generation, family-owned and operated insurance agency that has been servicing clients in the Pacific Northwest and across the United States since 1933. We are proud to provide our clients with competitive solutions through relationships built on knowledge, trust, and integrity.

Our workplace culture is relaxed but professional. We operate with a true family-first mindset where being a dedicated team player is critical to our success. In our office, everyone supports the team, and the team supports our clients—this collaborative spirit is exactly how we win.

In this hybrid role, you will bring your strong industry expertise to manage your own designated book of Association Health Plan (AHP) accounts and manage small group accounts, as needed. Support our Medicare Producer with sales and accounts servicing and independently manage the full lifecycle of our Individual Life & Health book of business.

Core Responsibilities
1. Association Health Plan (AHP) & Small Group Management• Account Ownership: Directly manage and service an assigned book of business within our specialized Association Health Plan program.
• Book Flexibility: Take on and manage traditional Small Group client accounts outside of the AHP ecosystem as business needs and workload dictate.
• Renewal Execution: Request renewal documentation from carriers, pull
comparative quotes, and utilize tools like WiredQuote to assemble client renewal packages.
• System Administration: Maintain flawless, precise client documentation, policy changes, and tracking within Applied EPIC.
• Enrollment Infrastructure: Build, update, and manage backend configurations and employee data audits on Benefit Admin platforms.
• Collateral Creation: Develop and format clear, professional client Benefit Guides and open enrollment presentation materials.
2. Medicare & Individual Account Support (Full Lifecycle)
• Producer Partnership: Directly support the Medicare Producer with account servicing, sales workflows, and administrative tasks.
• Individual Lifecycle: Own the full sales, intake, onboarding, and annual renewal process for individual health and life insurance prospects and policies.
• Daily Client Advocacy: Function as a responsive point of contact for individual and Medicare policyholders to resolve complex billing discrepancies, claim issues, and enrollment modifications.
• Carrier Collaboration: Foster strong, reputable relationships with carrier
representatives to fast-track issue resolution.
3. Collaborative Team Support
• Operational Agility: Handle daily inbound service requests (employee changes, ID cards, coverage questions) and cross-functional team overflow as needed.
• Logistics & Continuity: Coordinate carrier meetings, participate in annual product trainings, and step in to assist colleagues during peak open enrollment seasons.
Desired Competencies
• Education & Experience Requirements:
o A Bachelor’s Degree in Business or a related field AND/OR 3-5+ years of dedicated experience as an Account Manager or Assistant Account Manager within the life and health insurance industry.
• Medicare Expertise: Experience with Individual Medicare Sales is highly
preferred but not required.
• Licensing & Certifications:
o A current Oregon & Washington Life & Health license is required.
o AHIP/Medicare Certification is required within the first 90 days of
employment (agency-supported).
• Technical Toolset:
o Strong proficiency with Employee Navigator is highly preferred.
o Direct experience with HealthSherpa or Quotit is highly preferred.
o Hands-on proficiency with Applied EPIC and MS Office (Excel, Word,
Outlook) is required.
• Cultural Fit: A naturally collaborative, solutions-driven mindset. You must be comfortable working within time constraints and handling frequent telephone or personal interruptions without losing your positive attitude.
Working Conditions & Onboarding Schedule
• Initial Training: In-office training is required for the first 30 days, or until you are fully comfortable with our systems and workflows.
• Hybrid Schedule: Once training is successfully completed, a hybrid schedule is available. In-office presence is required every Tuesday and Thursday (8:30 AM – 5:00 PM), with the flexibility to work remotely on remaining days or come in as needed for face-to-face meetings.
• Physical Demands: Regular desk and computer workstation use, close-vision focus, and light lifting up to 20 pounds.
Compensation & Benefits
• Salary: Competitive pay range dependent entirely upon experience.
• Health & Welfare: Generous benefits package, including comprehensive Medical, Vision, Dental, Employer Sponsored Long Term Disability, Supplemental Suite of Voluntary Benefits, PTO and Paid Leave Oregon.
• Financial Security: 401(k) retirement plan and employer-paid Life and Disability insurance.