Engage in proactive prospecting activities to identify potential employee benefits clients.
Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients.
Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
Collaborate with account executives to review and analyze clients' insurance coverages on an annual basis.
Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations.
Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
Collaborate with account executives throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
Nurture ongoing relationships with current clients, including participating in networking events.
Acquire in-depth knowledge of insurance products and sales methodologies.

2+ years of client service or sales position prior experience
Associate degree in Sales, Business Administration, or similar, or equivalent level of prior relevant experience
CA Life & Health License
Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel
Flexibility to occasionally work nights & weekends
Strong verbal and written communication skills; able to build relationships and collaborate effectively
Highly organized, with the ability to prioritize tasks and manage time efficiently
Excellent attention to detail, with accurate data entry and thorough documentation skills
Team player with a strong sense of accountability and collaboration
Customer-focused, delivering exceptional service and solutions
Resourceful in securing and managing resources effectively
Authorized to work in the U.S. without sponsorship.

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)

Employee Benefit Consultant

Key skills