Employee Benefits Consultant

Univest Financial Corporation•Montgomery Township, PA

1d•Onsite

About The Position

Univest Insurance, LLC. is a full-service insurance agency with offices in Pennsylvania and Maryland. The agency is seeking a professional, ambitious, and motivated leader to join its Employee Benefits Sales team. This fully commissioned position focuses on producing new business, retaining and serving existing clients, and contributing to agency sales goals and carrier relationships. The employee is also responsible for compliance with applicable laws and regulations, including the Univest Code of Conduct.

Requirements

Broad knowledge of insurance products and the insurance marketplace, with technical expertise or the ability to develop it.
Must hold a life and health license or be able to attain one.

Nice To Haves

Strong working knowledge of all Microsoft Office products.
Experience in self-funding and fringe benefits.
Working knowledge of the Mid-Atlantic area.

Responsibilities

Prospect for new sales opportunities through methods including cold-calling, community involvement, developing referral sources, and building relationships with centers of influence.
Maintain a prospect database and meet with prospects to determine their insurance needs.
Develop client proposals, assist in creating RFPs with the Account Manager, analyze and summarize quotes, determine coverage recommendations, present proposals, and close sales.
Take applications, coordinate enrollment with the Account Manager, assist with coverage transfers, and finalize details for the Account Manager to install the case.
Maintain production reports and attend required sales meetings.
Stay informed about industry developments through trade press and insurance carrier training on new products.
Maintain and develop client relationships as the primary contact, and coordinate and finalize renewals.
Market cases, summarize options, present alternatives, and re-enroll cases as necessary.
Round out client accounts by selling other coverages where appropriate.
Assist with technical issues and major client problems, and help Account Managers with cases as needed.
Help meet individual sales goals and develop and maintain carrier relationships.
Attend seminars and classes to stay current on changes in regulations, benefits, and carriers.
Cross-sell accounts where possible and promote the agency and insurance industry in the community.
Perform other specific duties as assigned.
Comply with laws and regulations applicable to the position, including the Univest Code of Conduct.

Benefits

Medical, dental, and vision coverage for single or family plans, beginning the first of the month following the start date.
Participation in a 401(k) plan with up to a 3% employer match after six months of employment.
20 days of annual paid time off, prorated in the first year.
10 days of short-term-disability sick time annually with a doctor's note, prorated in the first year.
11 paid holidays.
Monthly commissions based on individual production.
Company-paid life insurance and other supplemental insurance options.
Tuition reimbursement.
Employee wellness programs, including fitness club discounts and fitness tracker discounts or annual reimbursement.
Discounts on loan products.
Professional development training.