Employee Benefits Producer

INSURICA, Inc•Tyler, TX

3d•$125,000 - $125,000•Onsite

About The Position

The Employee Benefits Producer builds, maintains, and retains a book of group insurance business with employers that have 20 or more employees. The role is responsible for growing and developing the book through direct prospecting and by using INSURICA’s available resources to attract and retain customers. The position works with prospects, clients, account managers, marketing and service personnel, and branch colleagues to develop proposals, support presentations and renewals, and identify cross-selling opportunities. The producer maintains prospect and client information in Salesforce, participates in branch and corporate sales meetings, and stays current on industry trends, sales techniques, marketplace developments, and licensing requirements. This is a full-time day-shift role based at the Tyler Branch in Tyler, Texas. The work takes place in a fast-paced, multitasking office environment with periodic disruptions and changing priorities. Telecommuting opportunities vary by location, department, and business need and may change.

Requirements

Three to five years of previous Employee Benefits sales experience is preferred.
Two to four years of previous sales/production and marketing/underwriting experience in an insurance agency or brokerage firm is preferred.
Must possess, or be able to quickly obtain, all licenses required by the State Department of Insurance.
Bachelor’s degree in business or a related discipline is preferred.
Excellent sales skills and a strong ability to influence others.
Strong knowledge of group medical products, related federal compliance, value-based solutions to cost increases, and alternatives to traditional fully insured medical products.
Strong knowledge of group insurance products, including life, long- and short-term disability, dental, vision, voluntary products, and Section 125 Health Reimbursement accounts.
Strong knowledge of federal group insurance compliance, including ERISA, ACA, HIPAA, and COBRA.
Strong self-prospecting skills and the ability to identify and assess gaps and propose effective solutions.
Ability to travel as needed, both locally and overnight.
Excellent presentation and listening skills.
Effective organizational skills and the ability to respond to requests efficiently.
Ability to follow detailed written or verbal instructions involving multiple variables.
Ability to work in a fast-paced environment with changing priorities.
Self-motivated, self-directed, and able to prioritize work with initiative.
Regular and punctual attendance.
Effective verbal and written communication skills.
Excellent interpersonal skills and the ability to interact effectively with colleagues and managers at all levels.
Ability to promote and maintain a team environment and find accommodating solutions for customers, companies, and the agency.
Ability to adhere to company policies and procedures and maintain strict confidentiality.
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally and negligible force frequently.
Ability to lift up to 20 pounds occasionally.
Ability to operate a computer workstation, including a keyboard and video display.

Nice To Haves

Insurance-related professional designations are preferred.

Responsibilities

Consistently prospect directly for new customers, develop prospecting programs, and use available methods—including phone calls, drop-in calls, networking, social media, and referrals—to generate and maintain an active client pipeline.
Schedule prospect interviews and prepare by researching prospects using resources such as Salesforce, Miedge, and the prospect’s website.
Use Salesforce to maintain prospect and client information and build group information that supports an effective future sales pipeline.
Coordinate production efforts with marketing and service personnel as needed.
Collect appropriate data from group prospects to obtain accurate proposals from insurance carriers or administrators.
Meet regularly with assigned account managers or other support colleagues to brief them on client issues, upcoming proposals, presentations, enrollments, and renewals.
Identify and communicate potential cross-selling opportunities for commercial and personal lines.
Foster teamwork with colleagues in the branch and participate in branch sales meetings.
Keep the Branch Leader informed at least monthly about new business activity and sales successes.
Participate in scheduled corporate meetings, including Rising Star meetings, new resource reviews, compliance updates, and sales strategy meetings.
Keep current on industry trends and techniques to maintain the agency’s competitive position.
Attend sales seminars and educational training to improve sales techniques, stay current on marketplace developments, and maintain required licenses.
Review agency activities involving the public, customers, and companies to avoid potential errors and omissions issues.
Perform other duties as assigned to support the position’s essential functions.