EB Producer

About the role

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.
• Maintain and exceed new business activity and quality appointment goals.
• Research prospects using USI resources and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Create and implement sales business plans 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 to prepare for first appointments, advance, close, and retain 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.
• Participate in USI’s industry training and sales support programs.
• 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.

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.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Strong visibility within the Human Resources and benefits community.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and have a top-level executive presence.

Skills

• Knowledge of USI competitors.
• Ability to research and develop customized messaging for prospects.
• Effective prospecting strategies.
• Collaboration with account management team.
• Understanding of technical insurance issues.

Benefits

• Full-suite of competitive benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.
• Generous paid family leave benefit and paid holiday time.

Pay

Salary Range: $100,000-$200,000. This is a bonus eligible position.