Inside Sales Employee Benefits Producer

The Jonus Group•Kings County, NY

About The Position

An established insurance agency is seeking an experienced Inside Sales Employee Benefits Producer to help expand its Employee Benefits division. The role focuses on cross-selling benefits solutions to the agency’s existing Commercial Property & Casualty clients, identifying new business opportunities, and building long-term client relationships. The producer will assess client needs and recommend group benefits, including medical, dental, vision, life, disability, and voluntary products, as well as traditional group plans, PEO arrangements, and alternative benefits structures for small and midsize businesses. The position is conducted primarily through inside sales channels, including phone, email, and virtual meetings. The producer will prepare proposals, explain plan comparisons, present recommendations, manage prospects and pipeline activity in Salesforce, and maintain client information and activity records in Applied Epic. The role involves collaborating with Commercial P&C producers and account managers and includes local in-person client meetings when needed. Candidates must reside in New York, New Jersey, or Connecticut and be willing to travel locally for client meetings.

Requirements

Proven experience in Employee Benefits sales, inside sales, business development, or benefits consulting within an insurance agency or brokerage environment.
Experience with Salesforce and Applied Epic is required.
Strong understanding of the New York employee benefits carrier marketplace, including products and solutions for small and midsize employers.
Working knowledge of PEO structures, benefits offerings, and alternative insurance arrangements for smaller businesses.
Experience selling group medical, dental, vision, life, disability, and voluntary benefits products.
Ability to identify and develop cross-selling opportunities within an existing Commercial P&C book of business.
Strong communication, consultative selling, negotiation, and relationship-management skills.
Comfort with outbound sales activities, virtual presentations, and proactive client outreach.
Highly organized, self-motivated, and able to manage multiple opportunities throughout the sales cycle.
Must reside in New York, New Jersey, or Connecticut and be willing to travel locally for client meetings as needed.

Nice To Haves

Active Life & Health insurance license preferred; appropriate licensing is required to transact business.

Responsibilities

Identify and develop employee benefits opportunities within the agency’s existing Commercial P&C client portfolio.
Engage existing clients by phone, email, virtual meetings, and other relationship-building efforts to generate employee benefits revenue.
Evaluate client needs and recommend appropriate group health, dental, vision, life, disability, and voluntary benefits solutions.
Develop benefits strategies for small businesses, including traditional group plans, PEO arrangements, and alternative benefits structures.
Educate clients about PEO models, including their advantages, limitations, cost structures, and suitability for different businesses.
Use knowledge of New York employee benefits carriers, products, underwriting guidelines, and market options to develop competitive solutions.
Prepare proposals, conduct benefits reviews, explain plan comparisons, and present recommendations to business owners and decision-makers.
Use Salesforce to manage prospects, record sales activities, organize the pipeline, and monitor new business opportunities.
Use Applied Epic to maintain accurate client information, document activities, and coordinate with internal account management teams.
Collaborate with Commercial P&C producers and account managers to identify cross-selling opportunities and develop existing client relationships.
Conduct business primarily through inside sales channels and attend in-person client meetings throughout the Tri-State Area when necessary.