GROUP BENEFITS PRODUCER

Royal American Companies•Tallahassee, FL
•$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 role requires advanced communication skills and thorough knowledge of insurance products, with the ability to pursue and close sales for new and existing Group Benefits accounts. The producer is expected to demonstrate excellent attendance and communication, build lasting business relationships, and act professionally. The position is full-time (30 or more hours per week), based at the PFI Tallahassee Office in Tallahassee, Florida. The work shift is days. The stated salary range is $45,000 to $50,000.

Requirements

  • High school diploma or equivalent.
  • 1–3 years of sales experience in insurance or an industry-related field.
  • Active 2-15 Insurance License.
  • Solid personal character, including a strong work ethic, a positive attitude, and willingness to assist others.
  • Proficient computer skills, multitasking ability, and organizational skills.
  • Exceptional customer service skills.
  • Ability to work with a computer for at least 7 hours daily, standing or sitting.
  • Ability to read printed materials and a computer screen, with or without accessibility software or other functions.
  • Ability to communicate effectively by email, phone, or in person during the workday.

Responsibilities

  • Prospect for new business using phone, mail, referrals, and other marketing or lead-generation techniques for identified target groups, in accordance with agency guidelines.
  • Follow up on referrals from the agency team within the designated time frame.
  • Develop and present formal insurance proposals detailing coverage, limits, deductibles, and other relevant 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 and renewals, offer coverage and pricing options, explain details, and seek to conduct business.
  • Introduce Account Manager roles to clients 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 workflows and procedures and use the agency management system to maintain client documentation and reduce Errors and Omissions exposure.
  • Comply with regulatory requirements for 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 as assigned by agency management.
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