Employee Benefits Producer

Keystone Agency Partners LLC • Bethlehem, PA

3d • Hybrid

About The Position

The Employee Benefits Producer is responsible for driving profitable growth through the sale of group employee benefit insurance solutions. This role focuses on identifying and developing new business opportunities, expanding existing client relationships, and retaining assigned accounts. The Producer will prospect, present, and close new business while supporting agency revenue goals and maintaining a high standard of client service.

Requirements

• Active Pennsylvania Life & Health Insurance license
• Minimum of 5 years of proven, measurable sales success in employee benefits, group health insurance, or a related insurance field.
• Strong knowledge of group employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and ancillary coverages.
• Ability to understand, analyze, and communicate sophisticated benefit plan designs and less common coverage options to clients and prospects.
• Demonstrated success applying consultative selling techniques, relationship-building strategies, and insurance sales methodologies.
• Experience using prospecting tools, CRM platforms, and sales pipeline management systems to support business development efforts.
• Proficiency in Microsoft Office Suite.
• Excellent interpersonal, verbal, and written communication skills.
• Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Willingness to travel locally for client meetings, presentations, and networking events.
• Ability to successfully pass a criminal background check, as permitted by law.

Nice To Haves

• Working knowledge of Applied Epic preferred
• Experience with other agency management systems considered.
• Experience with benefits administration platforms such as Employee Navigator preferred.

Responsibilities

• Develop and execute an approved annual sales plan aligned with agency-wide growth objectives.
• Consistently meet or exceed established annual sales and production goals.
• Prospect for new business by identifying qualified opportunities and maintaining an active pipeline.
• Conduct outbound sales activity including calls, emails, networking, and scheduling client appointments.
• Deliver professional sales presentations and consultative benefit plan proposals to prospective clients.
• Close new accounts while balancing production to achieve the desired mix of business.
• Maintain accurate prospect and pipeline activity in the agency’s prospecting system.
• Gather and complete required information and applications for submissions to appropriate insurance carriers.
• Coordinate with Account Managers to ensure smooth onboarding, submission, and policy issuance.
• Arrange payment terms in accordance with agency credit and collections policies.
• Support renewal marketing efforts by assisting in data collection, renewal strategy, and account retention activities.
• Deliver policies and/or binders in accordance with agency service guidelines and established timelines.
• Attend sales seminars, training sessions, carrier seminars, and continuing education programs to remain current on industry developments and strengthen sales techniques.
• Participate in special projects or initiatives as assigned by leadership.
• Perform additional duties as assigned.

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: Senior
• Education Level: No Education Listed