Employee Benefits Insurance Producer

Responsibilities

• Meting activity and sales goals as established with management and providing regular updates on progress.
• Identifying new leads and gathering necessary information for future client appointments.
• Developing, presenting, and selling new business proposals to prospective clients.
• Ensuring compliance with account quality and size standards set by the agency.
• Establishing payment arrangements for customers.
• Congducting periodic service and goodwill calls to existing accounts and coordinating customer service requests.
• Providing professional advice and guidance to improve clients' risk management programs.
• Actively pursuing the sale of additional coverage and policies to existing customers.
• Collaborating with other producers to share leads and participate in joint sales calls.
• Attending and actively participating in regular sales meetings.
• Building and maintaining strong relationships with insurance carriers and company representatives.
• Assisting the marketing team in securing and negotiating quotations and coverage placements.
• Achieving educational and professional development goals as set by agency management.
• Maintaining a professional demeanor and promoting a positive public image for the agency.

Qualifications/Requirements

• A bachelor’s degree in business or finance (preferred).
• 2-5+ years of experience in Employee Benefits insurance agency sales (preferred).
• Professional designations (highly desirable).
• Life & Health license, P&C a plus.
• Proven track record of successful sales and a commitment to high standards of customer service.
• Comprehensive knowledge of commercial property and casualty insurance products.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills to explain complex insurance information clearly.
• Proactive approach to generating new business and retaining existing clients.
• Adequate knowledge of rating procedures, coverages, and industry operations.
• Ability to travel locally to meet with clients and prospects.