Insurance Employee Benefits Producer

Job Description

JOB SUMMARY

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).

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood