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, as well as the ability to pursue and close sales for new and existing Group Benefits accounts. The producer is expected to have excellent attendance and communication skills, build lasting business relationships, and act professionally. The position is full-time, defined as 30 or more hours per week, and is based at the PFI Tallahassee Office in Tallahassee, Florida. It is an experienced-level, day-shift role in sales. 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.
  • 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.
  • Able to work with a computer for at least seven hours daily, either standing or sitting.
  • Able to read printed materials and a computer screen, with or without accessibility software or other functions.
  • Able 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 agency-team referrals within the designated time frame.
  • Develop and present formal insurance proposals detailing coverages, 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 the best value to clients.
  • Communicate effectively with customers, agency personnel, and company personnel.
  • Meet with clients and prospects to assess insurance needs; communicate proposals and renewals; provide 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 related to licensing, sales, and service of Group Life and Health business.
  • Complete and maintain required reports and attend required sales meetings.
  • Keep informed of industry developments through community involvement and continuing education.
  • Perform other specific duties and projects as assigned by agency management.
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