Employee Benefits Producer

INSURICA, Inc•San Antonio, TX

14d•Onsite

About The Position

The Employee Benefits Producer is responsible for building, maintaining, and retaining a book of group insurance business with employers with 20 or more employees. The EB Producer is expected to effectively use direct prospecting efforts for book growth and development, as well as become proficient with the various resources available from INSURICA, to help attract and retain customers.

Requirements

3 – 5 Years of previous Employee Benefits sales experience preferred
2 – 4 Years of previous sales/production and marketing/underwriting experience in an insurance agency or brokerage firm preferred
Must possess, or have the ability to quickly obtain, all licenses as required by the State Department of Insurance
Bachelor’s degree in business or other related discipline preferred
Insurance-related professional designations preferred
Excellent sales skills with a strong ability to influence others
Strong knowledge of group medical products and related federal compliance, value-based solutions to cost increases, and alternatives to traditional fully insured medical products
Strong knowledge of other group insurance products, including, but not limited to, life, long-term and short-term disability, dental, vision, voluntary products, and Section 125 Health Reimbursement accounts
Strong knowledge of federal compliance of group insurance, including: ERISA, ACA, HIPAA, and COBRA
Strong understanding and ability to effectively self-prospect
Ability to identify and assess gaps, as well as propose effective solutions
Ability to travel, as needed, both local and overnight
Excellent presentation and listening skills
Effective organizational skills and the ability to respond to requests effectively and efficiently
Ability to carry out detailed written or verbal instructions with multiple variables
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Nice To Haves

3 – 5 Years of previous Employee Benefits sales experience preferred
2 – 4 Years of previous sales/production and marketing/underwriting experience in an insurance agency or brokerage firm preferred
Bachelor’s degree in business or other related discipline preferred
Insurance-related professional designations preferred

Responsibilities

Responsible for consistent direct prospecting for new customers, developing prospecting programs, and using all means available, including, but not limited to, direct phone calls, drop-in calls, networking, social media, and referrals to generate and maintain an active client pipeline
Schedule prospect interview meetings, prepare for the meeting by familiarizing with the prospect, in advance, as much as possible, using resources such as Salesforce, Miedge, and the customer’s own website for insight
Utilize INSURICA’s CRM platform, Salesforce, to maintain prospect and client information; the EB Producer is expected to build and maintain group information to build an effective pipeline for future sales activities
Coordinate production efforts with marketing and service personnel, as needed
Responsible for collecting appropriate data from group prospects to obtain accurate proposals from insurance carriers or administrators
Conduct regular meetings with the assigned team of account managers, or other support colleagues, to keep them abreast and informed of client issues, upcoming proposals, presentations, enrollments, and renewals
Identify and communicate potential cross-selling opportunities for both commercial and personal lines
Exhibit leadership by fostering teamwork with all colleagues in the branch
Participate in all branch sales meetings, keeping the Branch Leader informed, at least monthly, of new business activity and sales successes
Participate in scheduled Corporate meetings, including, but not limited to, Rising Star meetings, new resource reviews, compliance updates, and sales strategies
Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
Attend sales seminars and educational training activities needed to improve sales techniques, stay up-to-date on the latest developments in the marketplace, and maintain required licenses
Review all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions