Employee Benefits Producer

Keystone Agency Partners LLC • Remote - US, US,

3d • Hybrid

About The Position

The primary function of this role is to drive new business growth and maintain a profitable book of group employee benefits insurance accounts. This role is responsible for identifying new business opportunities, building long-term client relationships, and delivering customized insurance and risk management solutions. The ideal candidate is a consultative sales professional with a passion for helping businesses protect their assets and achieve their goals through strategic insurance planning.

Requirements

• Minimum of 1 year of experience in business development, consultative sales, or a client-facing role
• Demonstrated success in prospecting, relationship building, and consultative selling
• Proven ability to meet or exceed sales goals in a competitive environment
• Ability to obtain a Life & Health Insurance License upon hire; obtaining a Property & Casualty license is encouraged
• Proficiency with Microsoft Office Suite
• Strong communication, presentation, negotiation, and interpersonal skills
• Ability to establish credibility and build lasting client relationships
• Highly organized with excellent time management and follow-through
• Self-motivated, goal-oriented, and able to work independently while collaborating effectively across departments
• Willingness to travel for client meetings, networking events, and professional development opportunities
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred
• Knowledge of group employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and ancillary coverages a plus
• Familiarity with Applied Epic, or comparable agency management system, and CRM systems preferred

Responsibilities

• Prospect and cultivate new group benefits insurance opportunities through networking, referrals, cold outreach, community involvement, and industry events.
• Develop and execute strategic sales plans in partnership with Sales Leadership to achieve individual and agency growth objectives.
• Conduct comprehensive risk assessments to understand client exposures and recommend tailored insurance solutions.
• Prepare and present professional insurance proposals that clearly communicate coverage options, value, and competitive advantages.
• Maintain an active and organized sales pipeline within the CRM, ensuring timely follow-up and accurate forecasting.
• Collaborate with the marketing team on targeted prospecting campaigns and lead generation initiatives.
• Identify opportunities to cross-sell additional insurance products and coordinate referrals across business lines.
• Serve as a trusted advisor and primary point of contact for group benefits clients throughout the sales process and beyond.
• Develop long-term relationships by delivering exceptional service, proactive communication, and ongoing risk management guidance.
• Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving business needs while identifying opportunities for additional products and services.
• Partner closely with Account Managers to ensure a seamless client experience, promote retention, and support account growth.
• Stay informed on group benefits insurance products, carrier appetites, underwriting guidelines, market trends, and regulatory developments.
• Build and maintain productive relationships with insurance carriers and underwriters to negotiate competitive coverage and pricing.
• Participate in professional development opportunities, industry conferences, networking events, and continuing education programs.
• Maintain complete, accurate, and timely documentation of sales activities, client interactions, and account information within the agency management system (Applied Epic) and CRM.
• Ensure all new business submissions, renewals, endorsements, and policy documentation comply with agency standards, carrier requirements, and applicable regulations.
• Coordinate with internal service teams to ensure a smooth transition from new business to ongoing account management.

Benefits

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree