Producer Mentor

Higginbotham•Saint Petersburg, FL

5d•Onsite

About The Position

The New Producer Technical Mentor is a dedicated resource for new Employee Benefits producers, combining hands-on technical mentorship with cross-departmental guidance to accelerate producer ramp-up and long-term success. This is not a sales role — it is a people-development role for a seasoned EB professional who has mastered the craft and is ready to multiply their impact through others. Formal training is delivered through Higg U; this role complements that curriculum by translating classroom learning into real-world application, coaching producers through plan design, carrier strategy, and the technical mechanics of the sale, while also connecting them to the right people, tools, and workflows across the organization. In partnership with Regional Sales Directors, Office Leaders, and Account Management teams, this role ensures new producers understand market dynamics, technical fundamentals, and business development expectations from Day One — laying a strong foundation for retention and growth.

Requirements

Deep, current knowledge of Employee Benefits plan design, funding arrangements, and compliance
A natural teacher who can break down complex topics for producers at any experience level, with patience and genuine investment in their growth
Ability to motivate and influence without formal authority
Capable of expressing ideas clearly in both verbal and written forms and engaging with varied audiences
Skilled at recognizing challenges, exploring options, and implementing effective, timely solutions
Strong focus on completing tasks and projects accurately and thoroughly
Able to prioritize and manage multiple producers and projects simultaneously
Dedicated to understanding and addressing the needs of clients and stakeholders
Comfortable adjusting to changing situations and priorities in a dynamic environment
Reliable presence and follow-through
Display leadership skills and ability to motivate fellow employees (If applicable)
Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
A strong focus on completing tasks and projects accurately and thoroughly
Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Willingness to work together with others, promoting teamwork and supporting shared goals
Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Acknowledgment of the importance of being present and punctual
Openness to suggesting new ideas and methods to improve processes and outcome
Capability to prioritize tasks and manage multiple projects simultaneously
Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
8+ years of experience in commercial Employee Benefits, with a strong brokerage or agency background
Currently manages, or has managed, a book of business up to $650K in revenue
Demonstrated ability to connect technical knowledge with operational execution and producer development
Deep knowledge across fully insured, level-funded, and self-funded plan structures
Familiarity with onboarding systems, producer workflows, and service team integration
Life & Health license required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching, and stretching in all directions

Nice To Haves

CEBS, GBA, RHU, or similar designation strongly preferred
Familiarity with agency management systems (Applied Epic, Zywave, BenefitPoint, or similar) preferred

Responsibilities

Serve as the go-to technical resource for new producers on all things Employee Benefits — plan design, carrier options, funding strategies, and market trends
Guide producers through the technical side of the sales process, including RFP analysis, proposal review, and benefit plan comparisons
Explain complex concepts clearly, including ACA compliance, ERISA, COBRA, and level-funded vs. self-funded arrangements
Conduct structured training sessions, workshops, and one-on-ones tailored to each producer's development stage
Join client or prospect calls alongside new producers to provide real-time technical support and post-call coaching
Act as the go-to resource for new producers throughout their onboarding and ramp-up period
Facilitate clear, timely communication between producers and service teams to ensure client needs are met accurately and efficiently
Help producers understand internal workflows, tools, and systems, and navigate the organization confidently and independently
Foster strong working relationships between new producers and their Regional Sales Directors, supporting cultural integration and mentorship
Build and maintain technical training materials, benefit guides, and reference resources for producers
Partner with Higg U and agency leadership to identify knowledge gaps and continuously improve the onboarding experience
Track onboarding milestones, producer engagement, and early production benchmarks
Provide ongoing updates to leadership on producer success rates, account retention trends, and service effectiveness
Stay current on carrier updates, legislative changes, and industry trends to keep training content and coaching sharp
Identify and escalate service or onboarding challenges while offering real-time solutions