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The Experienced Employee Benefits Producer is responsible for promoting and executing the sale of new and renewal business, serving as a trusted source of insurance expertise to customers, and contributing to the growth and profitability of the department. The Experienced Employee Benefits Producer will collaborate closely with team members, Sales Leadership, and the Office Leader to deliver exceptional results and ensure strategic alignment with business objectives.
Job Responsibility:
Partner with the Office Leader and Sales Leader to develop and execute marketing strategies aligned with business planning objectives
Drive new business development through proactive prospecting efforts, including calls, emails, in-person meetings, networking events, and other creative pipeline-building activities
Fully utilize Microsoft Dynamics CRM for all sales activity, pipeline management, and client communications to ensure accurate and timely reporting
Conduct annual stewardship meetings with clients, providing experience analysis, policy reviews, and strategic benefit recommendations
Maintain direct client relationships with key accounts and prospects to ensure superior customer service and retention
Collaborate with Account Managers/Executives and Marketing Coordinators for seamless placement of new and renewal business
Interpret, analyze, negotiate, and recommend insurance coverage solutions tailored to each client’s needs and risk profile
Stay current on industry trends, emerging products, carrier capabilities, and evolving employee benefit needs
Deepen specialization in specific industries or markets through networking, training, and professional development opportunities
Mentor and support new Producers as directed by the Sales Leader or Office Leader, sharing best practices for business development and client management
Requirements:
Active Life & Health Insurance License
Proven experience in the insurance industry with a strong focus on Employee Benefits preferred
Associate or Bachelor’s degree preferred
equivalent professional experience considered
Demonstrated expertise in CRM platforms, with Microsoft Dynamics experience strongly preferred
Proficiency with Microsoft Office tools (Outlook, Excel, Word, PowerPoint) and insurance sales/service management systems
Strong consultative selling skills, business acumen, and the ability to communicate complex concepts clearly to clients
Willingness to travel for client meetings, conferences, and networking events as needed
Must maintain an acceptable driving record and minimum insurance requirements
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