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The Benefits Consultant is responsible for generating and retaining business by developing sales strategies, securing new and renewal accounts, cross-selling policies, supporting client service operations, and presenting tailored insurance solutions to meet client needs.
Job Responsibility:
Generate and retain business by developing sales strategies
Secure new and renewal accounts
Cross-sell policies
Support client service operations
Present tailored insurance solutions
Find, develop, propose, and bind new business
Renew existing clients
Cross sell corporate client's property & casualty and personal insurance policies
Assist office staff in collection of required coverage information and collection of necessary deposit and renewal premiums
Develop and execute an outside sales strategy
Produce new accounts and service and retain existing accounts
Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits
Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure
Prepare marketing strategy information and market the account to insurance carriers
Present carrier proposals to prospect
Requirements:
2-15 Life & Health Licensed or ability to obtain it within 90 days
Valid Driver's License
3+ years' B2B sales experience in PEO, HRIS, Payroll, Employee Benefits, or similar industry
Enterprise sales preferred
Proven Sales Track Record
Strong knowledge of employee benefits and policies
Strong Interpersonal skills
Capable of maintaining long-term relationships with clients
Nice to have:
Enterprise sales preferred
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more