GROUP BENEFITS PRODUCER

Royal American Companies•Panama City, FL

3d•$45,000 - $50,000•Onsite

About The Position

The Group Benefits Producer generates revenue by selling Group Life and Health insurance products. This sales-focused position requires advanced communication skills and thorough knowledge of insurance products. The producer pursues and closes sales for new and existing Group Benefits accounts, builds lasting business relationships, and demonstrates professionalism, excellent attendance, and strong communication skills. The position is based at the PFI Panama City Corporate Office in Panama City, Florida. It is full-time, with a stated schedule of 30 or more hours per week, and works a day shift. The salary range is $45,000 to $50,000. Travel is not applicable.

Requirements

High school diploma or equivalent.
One to three years of sales experience in insurance or an industry-related field.
Active 2-15 insurance license.
Strong work ethic, positive attitude, and willingness to assist others.
Proficient computer skills and strong multitasking and organizational skills.
Exceptional customer service skills.
Ability to work with a computer for at least seven hours daily, standing or sitting.
Ability to read printed materials and a computer screen, with or without accessibility software or other accommodations.
Ability to communicate effectively by email, phone, or in person during the workday.

Responsibilities

Prospect for new business primarily by phone, mail, referrals, or other marketing and lead-generation techniques for identified target groups, in accordance with agency guidelines.
Follow up on referrals provided by the agency team within the designated time frame.
Develop and present formal insurance proposals that detail coverage, limits, deductibles, and other pertinent information.
Submit, rate, quote, and place quality new business in accordance with agency and company appetites.
Negotiate coverage and pricing to provide clients with the best value.
Communicate effectively with customers and agency and company personnel.
Conduct client and prospect appointments to assess insurance needs; present proposals, renewals, and coverage and pricing options; explain details; and seek to conduct business.
Introduce clients to Account Manager roles and involve Account Managers as valued members of the agency team.
Support Group Benefits and other sales efforts through a mutual referral network to cross-sell qualifying business.
Follow agency workflow and procedure standards and use the agency management system to maintain client documentation and reduce Errors and Omissions exposure.
Comply with regulatory requirements regarding licensing, sales, and service of Group Life and Health business.
Complete and maintain required reports and attend required sales meetings.
Stay informed about industry developments through community involvement and continuing education.
Perform other specific duties and projects assigned by agency management.