Associate Producer

Venbrook•Woodland Hills, CA

10h•$90,000 - $115,000

About The Position

The Associate Producer is a sales-focused, analytically driven role that partners closely with a Senior Producer to source, qualify, analyze, and close new business opportunities while supporting complex prospect and client financial analysis. This role blends front-end business development with data-backed underwriting and prospect analytics to ensure opportunities are strategically pursued, competitively positioned, and effectively converted into revenue. This position serves as a hybrid replacement for traditional Producer support and Risk Analyst functions and is designed as a developmental path toward full Producer responsibility. The Associate Producer will drive new business growth through disciplined prospecting, opportunity qualification, and analytics-supported sales execution while bridging sales strategy and underwriting rigor to pursue viable, winnable opportunities.

Requirements

Strong sales pipeline management and prospecting knowledge.
Advanced analytical and financial acumen with ability to interpret complex data.
Advanced Excel proficiency (financial modeling, data analysis, pivot tables).
Excellent written and verbal communication skills.
Strong presentation skills with ability to communicate to diverse audiences.
Ability to function well in a fast-paced, revenue-focused environment.
Strong organizational skills with ability to manage multiple priorities simultaneously.
Proficiency with CRM systems and Microsoft Office Suite.
Bachelor degree in Business, Finance, Economics, or related field preferred.
2-5 years of experience in employee benefits sales, business development, or underwriting required.
Demonstrated employee benefits program knowledge and experience required.
Insurance license or willingness to obtain within 90 days.

Nice To Haves

Industry designations (CEBS, RHU, REBC, or similar) preferred.

Responsibilities

Business Development & Sales Execution Source, qualify, and advance new business opportunities through disciplined prospecting and research.
Conduct prospect research, financial discovery, and pre-qualification activities.
Support sales strategies, target markets, and revenue goals in partnership with Senior Producer.
Participate in prospect meetings, presentations, and closing activities.
Track sales pipelines, conversion metrics, and business development outcomes.
Prospect Analytics & Financial Positioning Lead prospect-level underwriting and financial analysis to support deal evaluation.
Prepare and analyze renewal and marketing financials for prospects and clients.
Translate complex financial data into persuasive sales insights and recommendations.
Identify alternative funding strategies, uncovered exposures, and cost-saving opportunities.
Support pricing strategy development and participate in negotiations.
RFPs, Proposals & Deal Support Lead the response to Requests for Proposal (RFPs) from initial review through submission.
Prepare high-quality proposals, financial exhibits, and client presentations.
Assist in carrier and vendor negotiations to secure optimal terms.
Support onboarding and implementation activities for new business.
Client, Carrier & Internal Coordination Serve as proxy for Senior Producer in meetings and communications as needed.
Coordinate with internal teams (service, operations, finance) and external partners.
Maintain and develop relationships with carriers, vendors, and other strategic partners.
Track new business wins, lost opportunities, and financial performance metrics.