Employee Benefits Consultant (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Sacramento, CA

1d • Hybrid

About The Position

Coremark is a mid-sized, full-service insurance agency dedicated to delivering exceptional and proactive expertise to all our valued clients, no matter their size. We understand the everyday risk management challenges that todays business owners face, and we are committed to successfully solving issues before they turn into costly problems. The Employee Benefit Consultant is responsible for prospecting for new employee benefits clients and collaborating with account executives to facilitate the onboarding process for new clients. This includes reviewing clients' insurance coverages, managing renewals, and ensuring their satisfaction with our services. This position leverages their expertise in employee benefits, contributing to the growth of the client base, and maintains strong relationships with existing clients.

Requirements

• 2+ years of client service or sales position prior experience
• Highschool diploma/GED
• CA Life & Health License encouraged
• Proficient in Microsoft Office Suite including Word, PowerPoint, and Excel
• Flexibility to occasionally work nights & weekends
• Strong verbal and written communication skills; able to build relationships and collaborate effectively
• Highly organized, with the ability to prioritize tasks and manage time efficiently
• Excellent attention to detail, with accurate data entry and thorough documentation skills
• Team player with a strong sense of accountability and collaboration
• Customer-focused, delivering exceptional service and solutions
• Resourceful in securing and managing resources effectively
• Authorized to work in the U.S. without sponsorship

Responsibilities

• Engage in proactive prospecting activities to identify potential employee benefits clients.
• Utilize various sources such as industry networks, referrals, and cold calling to generate leads and expand the client base.
• Prepare comprehensive quotes and proposals tailored to the specific needs of prospective clients.
• Effectively communicate the value of our employee benefits offerings, highlighting the advantages and benefits they provide, presented in a persuasive manner to win new business.
• Collaborate with account managers to review and analyze clients' insurance coverages on an annual basis.
• Assess the adequacy and competitiveness of existing plans, identifying opportunities for improvement or cost savings that align with clients' evolving needs.
• Cultivate and nurture relationships with referral sources such as insurance brokers, HR professionals, and industry associations.
• Become established as a trusted expert, seeking opportunities to generate referrals and expand business networks.
• Stay abreast of the latest industry trends, regulations, and changes in benefits offerings.
• Collaborate with account managers throughout the client onboarding process, providing necessary support, guidance, and information to facilitate a smooth transition for new clients.
• Nurture ongoing relationships with current clients, including participating in networking events.
• Acquire in-depth knowledge of insurance products and sales methodologies.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED