Employee Benefits Sales Producer

Keystone Agency Partners LLC • Tamarac, FL

128d

About The Position

Keyes Coverage is seeking a licensed Employee Benefits Sales Producer to join its new business department. This individual will be responsible for developing and implementing a sales plan to sell Employee Benefits programs and insurance to local and national businesses.

Requirements

• Must possess a valid Florida 2-15 Life & Health Insurance License or be willing to obtain the license upon being hired.
• Proven track record of selling in a Business-to-Business environment.
• Proficient in Microsoft Office Suite, CRM software, document management tools, and carrier proprietary systems.
• Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
• Excellent verbal and written communication skills, along with strong organizational and time management abilities.
• Highly self-motivated and capable of working independently with minimal supervision.
• Demonstrates exceptional attention to detail and accuracy in all work.
• Committed to maintaining confidentiality of financial, employee, and client information.

Nice To Haves

• Familiarity with self-insurance medical programs.
• Familiarity with risk assessment and risk management techniques.
• Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.
• Bilingual proficiency in Spanish is highly valued to better serve our diverse customer base.

Responsibilities

• Proactively engage with prospects by initiating contact, scheduling appointments, delivering sales presentations, and closing new business opportunities.
• Maintain and update a targeted prospect list within the agency’s CRM system.
• Assist in collecting and organizing data for assigned account renewals in accordance with agency procedures.
• Lead and participate in Renewal and Open Enrollment processes, including conducting in-person and virtual meetings. Ensure timely delivery of policies and binders per agency standards.
• Attend sales seminars, company sales meetings, or educational activities to improve sales techniques and stay up to date on the latest developments in the marketplace.
• Manage or participate in any special projects at management’s request.
• Perform field underwriting of new risks and place them with the appropriate insurance carriers.
• Handle client communications, including phone calls, emails, and texts, in a timely and professional manner, ensuring compliance with both agency and carrier guidelines.
• Local travel is required to support client meetings and business development activities.
• Perform additional duties as assigned.

Benefits

• Competitive Salary plus commission on new business
• 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
• Education Level: No Education Listed