EB Producer

Requirements

3 years + of sales experience in an insurance brokerage with proven track record of sales success.
College degree preferred.
Must hold a Life and Health insurance license.
Strong knowledge of Employee Benefits.
Personable, highly motivated, and goal oriented.
Driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow-up skills.

General Description

Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

Responsibilities

• Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees.
• With assistance from leadership and account management staff, retain at least 92% of business year over year.
• Meet new business activity and quality appointment goals.
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Develop sales business plan and use effective prospecting strategies.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Take part in national and regional meetings and video calls.
• Engage in meetings on preparing for first appointments advancing, closing, and retaining of business.
• Use USI’s contact management and sales automation tools to support sales processes.
• Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Collaborate with account management team on significant account management services for clients.
• Demonstrate strong knowledge of USI competitors.
• Positively represent USI in meetings, seminars, trade shows and networking events.

Qualifications

• Knowledge and Skills and Abilities as outlined above.

Benefits

Comprehensive benefits package including:

• Medical, wellness, dental and vision coverage.
• 401(k) and flexible spending accounts.
• Short and long-term disability, life insurance.
• Generous paid family leave and holiday time.
• Unique employer-sponsored and voluntary programs.
• Compensation range: $120,000 - $250,000.

Pay

$120,000 - $250,000

Schedule

N/A