Employee Benefits Advisor(producer)

Position Overview

• Location Type: Not Specified
• Employment Type: Full Time
• Salary: $100,000 - $150,000K

The Advisor is responsible for selling new accounts and renewing existing accounts, building relationships with clients, prospects, and partners, and identifying sales prospects. The role requires a proactive approach to developing business and adhering to firm policies.

Requirements

• Licenses:
  • Maintains all licenses as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions.
  • Must be willing to obtain required licenses within 90 days.
• Skills:
  • Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint.
  • Ability to learn insurance company and firm software programs.
  • Core values aligned with corporate culture.
  • Strong verbal and written presentation skills.
  • Self-starter with the ability to influence others.
• Physical Requirements:
  • Ability to lift up to 10 pounds.
  • Some walking, standing, reaching, and use of hands for the computer.

Responsibilities

• Sales & Account Management:
  • Presents proposals in a professional manner, reviewing coverages in detail.
  • Communicates effectively with clients, prospects, insurance company partners, and the service team.
  • Finalizes sales and collects necessary documents.
  • Briefs the service team on policy sales.
• Prospect Development:
  • Develops prospects through community affiliations, seminars, networking, and referrals.
  • Develops information and recommendations for prospective accounts.
  • Adheres to firm policies and procedures for writing new accounts.
• Client & Partner Relations:
  • Maintains a concern for accuracy, timeliness, and completion when interacting with clients and partners.
  • Maintains understanding of the insurance industry and underwriting criteria.
  • Positively represents the firm in the community and with insurance company partners.
• Administrative & Operational:
  • Performs other functions as assigned by leadership.
  • Looks for opportunities to improve firm processes.
  • Brings issues and discrepancies to the attention of appropriate leadership.
  • Meets monthly new business goals.

Application Instructions

• Not Specified

Company Information

• Not Specified

#LI-RM1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not...