Employee Benefits Insurance Risk Advisor
Employee Benefits Insurance Risk Advisor
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Job Description
Tower Street Insurance is a highly reputable and fastgrowing agency seeking a highachieving detailoriented Employee Benefits Insurance Producer to join our Agency based in Dallas Texas. If you are an individual who understands the importance of customer service being a team player and having extensive employee benefits insurance knowledge; as well as value the ability to work for a growing organization we are interested in speaking with you about being a part of our team.
Essential Functions:
- Grow and maintain a book of business for group employee benefits accounts
- Act as the Account Executive on client accounts
- Establishes Strategic Plan for clients
- Establishes general expectations for the service model
- Responsible for consistent direct prospecting for new customers developing prospecting programs and using all means available including but not limited to direct phone calls dropin calls networking social media and referrals to generate and maintain an active client pipeline
- Coordinate production efforts with marketing and service personnel as needed
- Responsible for collecting appropriate data from group prospects to obtain accurate proposals from insurance carriers or administrators
- Conduct regular meetings with an assigned team of account managers or other support colleagues to keep them abreast and informed of client issues upcoming proposals presentations enrollments and renewals
- Identify and communicate potential crossselling opportunities for both commercial and personal lines
- Exhibit leadership by fostering teamwork with all colleagues in the agency
- Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
- Attend sales seminars and educational training activities needed to improve sales techniques stay up to date on the latest developments in the marketplace and maintain required licenses
- Review all agency activities relating to the public customers and companies to avoid issues involving potential errors and omissions
Required Skills:
- Ability to obtain a thorough understanding of group employee benefits underwriting and coverage and interpret abstract data
- Selfmotivated with the initiative to prioritize and be selfdirected
- Superior written and verbal communication and presentation skills.
- Intermediate PC skills with the ability to effectively utilize the agencys management systems
- Ability to work within a fastpaced changing priority environment
- Regular and punctual attendance is required for designated office days
- Excellent interpersonal skills with the ability to interact effectively with both colleagues and managers across all levels
- Ability to promote and maintain a team environment willing to find accommodating solutions for our customers companies and the Agency
- Ability to successfully adhere to company policies and procedures as well as maintain strict confidentiality
Qualifications:
- 3 years in employee benefits insurance brokerage or related businesstobusiness sales experience
- Proficiency in MS Office Suite particularly Word Excel and Outlook
- College degree preferred or related work experience
- Must hold a Health & Life Insurance License or be willing to obtain one within an agreedupon timeframe.
Company Benefits
- A company with a Strong Brand and Positive Culture
- Competitive Pay (salary and semiannual bonus potential)
- Company paid health premiums
- Paid Holidays
- 401K plan with a discretionary company match
- Flexible PTO
- Hybrid work opportunities
- Training CE classes on and offsite
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
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