Employee Benefits Sales Leader

Bridge Specialty Group • San Francisco, CA

13d

About The Position

Brown & Brown is seeking an Employee Benefits Sales Leader to join its growing team in Northern California. The role drives a culture of success through new business, client retention, efficient processes, and teammate engagement for the sales team. The leader develops and implements sales strategies, sets and monitors producer goals, supports sales efforts, and partners with Profit Center Leadership on marketing, service standards, talent, and operational improvements.

The position also oversees the development and performance of teammates, supports recruiting and onboarding, strengthens carrier and client relationships, and manages an existing book of business while pursuing appropriate growth opportunities. The leader reviews progress toward profit center objectives, coordinates sales meetings, and pursues personal and professional development.

Requirements

• Valid Insurance Producers License.
• 10+ years’ experience in all aspects of insurance, including agency management experience.
• 10+ years’ experience operating in a leadership capacity.
• Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge of the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher.
• Ability to create, edit, and merge letters, spreadsheets, labels, and similar materials.
• Proficient use of office equipment, including copy machines, printers, fax machines, and binding machines.

Nice To Haves

• College degree in a business-related field.

Responsibilities

• Identify, design, and implement sales strategies for the assigned team.
• Establish annual sales goals and objectives; evaluate producer performance and results, report actual results against goals, and initiate actions needed to achieve goals.
• Build and monitor growth plans with each producer, accounting for individual talents and strategies and recognizing achievements.
• Partner with Profit Center Leadership to develop marketing strategies that enhance the profit center’s image, products, and services.
• Partner with Profit Center Leadership to establish and refine sales and service standards and develop improvement strategies.
• Lead and participate in sales efforts; help identify qualified prospects and assist producers with account surveying and selling.
• Evaluate short- and long-term department recruitment needs and strategies for retaining top talent.
• Participate in recruiting producers, including attending career fairs and networking events.
• Supervise, train, and develop teammates; evaluate their skills, coverage, and exposure analysis.
• Work with leadership to implement a learning program for new teammates covering insurance coverage knowledge, carrier products and services, and profit center procedures.
• Promote effective use of Profit Center technology through training and assist with research and solicitation of advanced software products.
• Maintain strong relationships with carrier partners to optimize products and services for the profit center.
• Collaborate with Profit Center Leadership to manage issues between sales and service teammates.
• Communicate new opportunities, trends, and carrier information to the team.
• Build successful relationships with clients, vendors, and carriers to improve client retention.
• Participate in social, civic, trade, and industry organizations to promote the Profit Center’s image.
• Manage and retain an existing book of business and pursue appropriate new opportunities, including developing a specific growth plan for the book.
• Prepare and review monthly analyses to measure progress toward profit center objectives.
• Coordinate and conduct sales meetings and participate in profit center leadership meetings.
• Pursue personal and professional development.

Benefits

• Medical/Rx, dental, vision, life insurance, and disability insurance.
• Employee stock purchase plan (ESPP), 401(k), student loan assistance, and tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed