Employee Benefits Producer

About the role

The Employee Benefits Producer is responsible for building, maintaining, and retaining a book of group insurance business with employers with 20 or more employees. The EB Producer is expected to effectively use direct prospecting efforts for book growth and development, as well as become proficient with the various resources available from INSURICA, to help attract and retain customers.

Responsibilities

• Responsible for consistent direct prospecting for new customers, developing prospecting programs, and using all means available, including, but not limited to, direct phone calls, drop-in calls, networking, social media, and referrals to generate and maintain an active client pipeline
• Schedule prospect interview meetings, prepare for the meeting by familiarizing with the prospect, in advance, as much as possible, using resources such as Salesforce, Miedge, and the customer’s own website for insight
• Utilize INSURICA’s CRM platform, Salesforce, to maintain prospect and client information; the EB Producer is expected to build and maintain group information to build an effective pipeline for future sales activities
• Coordinate production efforts with marketing and service personnel