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Insurance Employee Benefits Producer
Insurance Employee Benefits ProducerFirst United Bank • Plano, TX, US
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Insurance Employee Benefits Producer

Insurance Employee Benefits Producer

First United Bank • Plano, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
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Insurance Employee Benefits Producer

Work with company owners, presidents, CEO's, controllers, human resources professionals and executive directors to tailor employee benefit and human resources programs. Spends a significant portion of their time seeking out new business. Builds and maintains relationships with a large network of contacts in order to facilitate new business production.

Key Focus Areas:

  • Employee Benefits Sales & Retention

Primary duties & responsibilities include, but are not limited to:

  • Drive new business generation and manage the client relationship life-cycle from lead generation through proposal and close to post-sales service.
  • Work closely with Sales Leader to set and achieve sales goals and with client service team members to ensure the delivery of superior service.
  • Identify and qualify Middle Market prospects for business from potential clients.
  • Maintain a consistently strong and active new business pipeline in line with company goals.
  • Develop new and maintain existing relationships with individuals responsible for insurance and risk management decisions at prospective clients.
  • Actively participate in and take leadership roles in targeted industry or community associations and/or boards.
  • Execute sales strategies and develop unique prospect programs.
  • Provide proactive advice to prospects and clients on potential exposures and suggest ways to positively impact the client's bottom line, including resolving client issues before they become "problems".
  • Actively support the client management team in the renewal process, including participating in renewal meetings and reviewing and providing feedback on renewal strategy.
  • Participate in and lead Client Service Meetings.

Qualifications & Skills:

  • Minimum of 3 years employee benefits experience, most of it in a sales role in an employee benefits brokerage/consulting firm, insurance carrier or TPA.
  • Proven track record of successfully developing a pipeline, delivering effective sales strategies and a reputation as a client-centric sales professional.
  • Comprehensive working knowledge of employee benefit, wellness, consumer-driven healthcare and disease management principles and methods of selling products such as Health, Dental, Vision, Life, LTD, STD and work site.
  • Demonstrable evidence of track record of success in composing services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management; and cross-selling.
  • The ability to multi-task in a fast paced and dynamic environment where initiative and self-motivation are required, as is the ability to work in a client-centric strategic and decisive manner according to tight deadlines.
  • Demonstrable leadership skills and the ability to manage, direct and inspire others.
  • Excellent communication (written, verbal and oral) skills and interpersonal skills essential.
  • Ability and desire to work in a company with a strong corporate culture and varied personalities.
  • Proficiency in the use of company-sanctioned software, including core knowledge of Sales Force, Microsoft Word and Excel as well as the navigation of the Internet.
  • Ability to travel required.
  • Bachelor's degree preferred.
  • Valid State-relevant Insurance license(s).

All Locations: Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. First United is an Equal Opportunity Employer.

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Insurance Employee Benefits Producer • Plano, TX, US

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