EB Producer

Mountain West Insurance & Financial Services•Craig, CO

23h•Hybrid

About The Position

Delivering Peace, Empowering your Potential, and Fortifying the Future. As an Employee Benefits Producer you will be accountable to cultivate and grow a profitable Employee Benefits book of business, demonstrating a strong commitment to financial success. Provide prompt, efficient, and high-quality client service with a positive and proactive attitude to ensure client satisfaction and retention.

Requirements

Excellent verbal and written communication skills.
Strong organizational and time-management abilities.
Productive work capability in a fast-paced, multitasking environment.
Upholds honesty, integrity, professionalism, and respect.
Strong interpersonal and conflict resolution skills
Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations.
Proficiency in utilizing desktop or laptop computers, calculators, agency management systems, and a comprehensive understanding of Microsoft products such as Word, Excel, PowerPoint, and Outlook.
Maintain an insurance license as mandated by the relevant State Department of Insurance and Mountain West Insurance & Financial Services, LLC.

Nice To Haves

College education or equivalent insurance experience preferred.
Prior Insurance Sales Experience Preferred.

Responsibilities

Lead overall client relationships and strategies, guiding the client service team on a day-to-day basis to ensure the achievement of client goals and objectives.
Coordinate the implementation of new clients in collaboration with Account Executives/Account Managers.
Work closely with the account team, overseeing marketing and renewals activities, and recommending measures to enhance satisfaction, performance, and cost-effectiveness.
Recommend or initiate actions for effective and proactive client service, including planning, directing, and coordinating benefit and insurance programs while educating clients on benefit strategies.
Conduct regular client meetings to review programs and provide recommendations for improvements.
Participate in and lead client open enrollment meetings and presentations.
Collaborate in team sales efforts with other producers and support personnel as needed.
Assist, educate, and develop other staff members in new client sales situations and existing client service requirements.
Attend required agency and producer meetings, as well as training programs and external functions, seminars, and conferences as requested by agency management.
Perform additional functions as assigned by management.