Employee Benefits Insurance Producer

Role Overview

• Review and analyze employee benefit insurance programs and make appropriate recommendations to clients.
• Develop and achieve maximum sales volume consistent with individuals and company objectives.
• Identify, develop, and qualify new prospects.
• Qualify and handle leads generated by the company.
• Contact prospects to set appointment and gain information on expirations.
• Cross-sell lines of business for all of the company’s profit centers.
• Prepare accurate and complete applications on new and renewal business, including narrative describing all operations of the risk.
• Collaborate on preparation of marketing submissions for new business.
• Interface with company support staff to review accounts, help to determine markets to be used, follow-up dates, etc., and to otherwise assist in the timely and efficient processing of business.
• Prepare and/or present proposals to prospects and clients.
• Close sale. Develop and perpetuate a loyal customer base in relation to geographic and market considerations.
• Coordinate ongoing service for existing accounts with Account Manager.
• Collaborate with Account Manager to design and maintain appropriate insurance programs for existing accounts.
• Maintain production reports and attend sales meetings as required.
• Assist in collecting money, arranging satisfactory financing or canceling coverage.
• Assume ultimate responsibility for retaining existing accounts.
• Be primary contact with clients for problems of all sorts, significant coverage concerns, and collections.
• Produce and service new employee benefit accounts.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by the Manager.

Requirements

• Previous experience in insurance sales.
• Experience using Agency Management System software is a plus.
• Ability to identify potential clients and initiate contact.
• Current Life & Health License or ability to reinstate post hire.
• Clear and concise written and oral communication skills.
• Experience with use of Microsoft Office products.
• Willing and able to travel locally to client visits.

Benefits

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day