Work at Surency

At Surency, we take pride in our easy to use and easy to understand ancillary employee benefit products. We offer flexible options, straightforward information, and exceptional customer service.


We offer our employees a competitive benefits package:

  • Dental, vision, and medical coverage
  • Paid holidays
  • Vacation, sick leave, and personal leave
  • 401K plan
  • Life insurance
  • Flexible Spending Account (FSA) / Health Savings Account (HSA)
  • A corporate fitness discount
  • Education assistance (tuition reimbursement)
  • An Employee Assistance Program
  • Long-term disability


If you’re interested in joining our best-in-class team, view our current opportunities below:


Sales Executive - Ohio (remote)

Position Overview:

Want to join a growing, winning team and work for a company selected as a Best Place to Work that dreams big, innovates, and has fun? Surency is looking for a Sales Executive for the Ohio and Kentucky area. Surency provides straightforward reimbursement accounts, vision insurance and COBRA administration. We are proud to offer plans that are easy to use and understand.


  • Attains monthly and annual sales quotas across multiple new lines and upsells in FSA, HRA, HSA, Commuter Benefits, Vision, and COBRA in our existing groups in Ohio and Kentucky.
  • Develops statewide sales plans, establishes sales priorities, and executes multi-channel sales strategies across two states.
  • Prospects for business through cold calling (phone or in person), networking and lead generation.
  • Analyzes the business, competitive environment, challenges and needs of sophisticated brokers and complex prospects in a wide variety of states, industries, and geographies. Responsible for establishing, maintaining, and expanding relationships with existing brokers, groups, and customers.
  • Responsible for establishing, maintaining, and expanding relationships with existing brokers, groups, and customers.
  • Customizes complex business solutions to meet each prospect’s needs while having a strong knowledge of the customer’s business and our products, services, and capabilities.
  • Ensures that customer, broker, and prospect’s needs are addressed and resolved quickly, personally, and responsively.
  • Manages the implementation of all new customer’s accounts.
  • Provides weekly sales reports and ensures all sales activities, quotes and sales are entered on a daily and weekly basis.
  • Tasks may include preparing, initiating, and gathering implementation paperwork to and from group contact and/or broker, facilitating implementation calls with the group contact and/or broker, working with multiple internal departments to ensure smooth new group transitions.


  • College degree required. Sales, marketing, business, or education field is preferred. Requires life and health insurance license for all states in which the sales executive sells products.
  • A minimum of two years’ experience in sales is required. Experience in selling service-related products is preferred.
  • Excellent written and verbal communication skills required.
  • Ability to work independently required.
  • Negotiation, selling to customer’s needs, relationship-building, managing process, developing budget required.
  • Knowledge of sales and the insurance industry is preferred.
  • Ability to travel frequently required.


Surency is an equal opportunity employer. 

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About Surency

Surency provides flexible and straightforward reimbursement accounts and vision insurance options. 

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