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The Employee Benefits Producer is responsible for driving the sale of new and renewal business while serving as a trusted source of insurance expertise for clients. This role supports the growth and profitability of the department by developing strong relationships, identifying client needs, and delivering tailored benefits solutions. The Producer will collaborate closely with teammates and Sales Leadership to ensure the highest level of service and to meet both departmental and organizational goals.
Job Responsibility:
Assist the Profit Center Leader and Sales Leader in developing marketing strategies to accomplish and support business planning objectives
Prospect for new accounts to meet or exceed marketing plan via telephone calls, written correspondence, personal visits along with other successful ways to develop a pipeline/customer base, etc.
Must fully utilize Microsoft Dynamics CRM tool for all sales activity
Complete annual customer stewardship meetings to include experience and policy review and analysis
Establish direct customer contact with key accounts and prospects
Work closely with Account Managers/Executives and Marketing Coordinators regarding placement of new/renewal business
Interpret, analyze, negotiate and offer recommendations on coverage based on individual customer needs
Maintain currency and further develop specialization in declared sector or market area by networking and participating in professional development activities
Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs
Assist in training and/or mentoring of new Producers at the direction of the Sales Leader or Profit Center Leader
Consistently meet all Brown & Brown established quality control procedures and timelines
Actively participate in social, civic and trade organizations to represent Brown & Brown's community/customer commitment
Requirements:
Life and Health License or ability to obtain with 30 days
Associate or bachelor's degree preferred but not required with appropriate work experience
Experience in the insurance industry with a strong emphasis in Employee Benefits insurance (Preferred)
Must have detailed knowledge of a CRM system
Proficient with management operating systems that support insurance sales, tracking and service
Proficient with Microsoft Tools - Outlook, Excel, Word and PowerPoint
This Position requires routine travel that may involve a teammate to drive their own vehicle or a rental vehicle
acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter and maintenance of minimum acceptable insurance coverages are requirements of this position
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.