Producer: Employee Benefits

Gallagher•Glendale, CA

About The Position

The Employee Benefits Sales Consultant (Producer) works to understand prospective and existing clients’ needs and challenges. Producers use Gallagher’s Proactive People Strategy and broader cross-divisional capabilities to serve clients, build and retain a book of business, and expand accounts while developing a personal brand within Gallagher’s collaborative and innovative culture. The role involves prospecting, consulting with organizational leaders, maintaining client relationships, coordinating with internal service teams and subject-matter experts, and pursuing opportunities to grow both client accounts and the Producer’s career.

Requirements

One of the following qualification paths: a bachelor’s degree, one year of related experience, and appropriate insurance licensing; a bachelor’s degree, participation in Gallagher’s Sales Internship Program (GSIP), and appropriate insurance licensing; or a high school diploma/GED and six years of experience.
Appropriate insurance licensing.
Ability to act independently with minimal direction.
Strong communication and interpersonal skills.

Nice To Haves

A professional designation such as CEBS, CPCU, CIC, or ARM may be preferred.

Responsibilities

Develop a book of business using a personal network, typically within a particular vertical niche or employer size.
Maintain a qualified new-business pipeline exceeding four times the sales goal and keep pipeline records current and accurate.
Conduct client discovery with CEOs, CFOs, CHROs, and other key stakeholders.
Consult clients independently and identify opportunities to involve other subject-matter experts.
Schedule monthly check-ins and briefings with the Client Service team, providing leadership on account strategy, communications, and problem-solving.
Schedule and lead internal client account review meetings, complete the prescribed review process, support client retention, and identify account expansion opportunities.
Include executive sponsors in account activity as appropriate.
Brief the Regional Sales Leader and Area President/Area EVP semi-annually or as needed on key account status.
Build an internal network of supportive colleagues and leaders for guidance and advice.
Apply the Proactive People Strategy and Organizational Wellbeing value proposition with prospects and clients, and introduce relevant Gallagher subject-matter experts.
Identify and partner with Gallagher Global Broking Property & Casualty Producers, facilitate introductions, and seek reciprocal introductions.
Build relationships with division-level resource leaders and participate in divisional initiatives.
Track market competition and share information about known wins and losses; schedule post-presentation reviews with Gallagher participants.
Solicit feedback on performance in client-facing and internal settings.
Partner with junior team members to provide training during prospecting, proposal, and account management activities, emphasizing client strategy, technical analysis, client value, compliance, and ethical conduct.
Communicate succession interests and work with leaders on career progression.