Producer Mentor

Key Responsibilities

• Serve as the go-to technical resource for new producers on all things Employee Benefits — plan design, carrier options, funding strategies, and market trends
• Guide producers through the technical side of the sales process, including RFP analysis, proposal review, and benefit plan comparisons
• Explain complex concepts clearly, including ACA compliance, ERISA, COBRA, and level-funded vs. self-funded arrangements
• Conduct structured training sessions, workshops, and one-on-ones tailored to each producer's development stage
• Join client or prospect calls alongside new producers to provide real-time technical support and post-call coaching

Producer Connection & Account Support

• Act as the go-to resource for new producers throughout their onboarding and ramp-up period
• Facilitate clear, timely communication between producers and service teams to ensure client needs are met accurately and efficiently
• Help producers understand internal workflows, tools, and systems, and navigate the organization confidently and independently
• Foster strong working relationships between new producers and their Regional Sales Directors, supporting cultural integration and mentorship

Program Development & Continuous Improvement

• Build and maintain technical training materials, benefit guides, and reference resources for producers
• Partner with Higg U and agency leadership to identify knowledge gaps and continuously improve the onboarding experience
• Track onboarding milestones, producer engagement, and early production benchmarks
• Provide ongoing updates to leadership on producer success rates, account retention trends, and service effectiveness
• Stay current on carrier updates, legislative changes, and industry trends to keep training content and coaching sharp
• Identify and escalate service or onboarding challenges while offering real-time solutions

Technical Expertise

• Deep, current knowledge of Employee Benefits plan design, funding arrangements, and compliance
• Teaching & Mentorship: A natural teacher who can break down complex topics for producers at any experience level, with patience and genuine investment in their growth

Core Competencies

• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomes
• Physical Requirements: Ability to lift 25 pounds, repeated use of sight, hearing, and speech, repetitive hand movements, walking, bending, sitting, reaching, and stretching in all directions

Benefits & Compensation

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO