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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Primary Role
Generate revenue through the sales of Employee Benefits insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Employee Benefits accounts.
Job Functions:
- Achieve objectives established in annual producer sales plan.
- Prospect new business primarily by phone mail referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
- Follow up on referrals provided by agency team within designated time frame.
- Develop and convey formal proposals of insurance including details of coverages limits deductibles and other pertinent information.
- Submit rate quote and place quality new business in accordance with agency and company appetites.
- Negotiate coverage and pricing to provide the best value to the client.
- Communicate effectively with customers agency and company personnel.
- Provide complete and accurate underwriting information to agency and company personnel.
- Conduct client and prospect appointments to assess insurance needs communicate proposals and renewals provide coverage and pricing options explain details and desire to conduct business.
- Introduce Account Executive and Account Manager roles to clients and involve them as a valued member of the agency team.
- Support sales efforts through a mutual referral network to cross sell qualifying business.
- Adhere to agency standards for workflows procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions and all HIPAA compliance guidelines.
- Comply with all regulatory requirements regarding licensing sales and service for Employee Benefits business.
- Work effectively as a member of a production team in coordination with management and customer service representatives to achieve agency goals. Provide outstanding service in a professional and courteous manner.
- Complete and maintain required reports and attend all sales and Employee Benefits meetings as required.
- Keep informed of industry developments through review of trade press attending carrier training meetings and continuing education.
- Perform other specific duties and projects as assigned by agency management.
Knowledge and Skills:
- Extensive working knowledge of industry legislative and compliance issues
- Experience managing alternative funding arrangements self-insured benefit plans Taft-Hartley Trust Tribal or other specialized business expertise
- Excellent communication presentation and writing skills required
- Exceptional abstract reasoning and analytical abilities
- Demonstrated ability to exercise good judgment in stressful situations
- Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude
- Expertise in Microsoft Office Suite - specifically Word Excel & PowerPoint
- Project Management experience a plus
- Experience managing confidential information (HIPAA)
- Pleasant can-do customer service attitude
- High level of personal initiative integrity and professional ethics
- Ability to work respectfully with diverse populations both internally and externally
- Commitment to on-going professional continuing education
Experience and Education
- Prior sales experience preferred but not necessary
- Ability to satisfy the needs of the customer both internal and external.
- Strong sales negotiation and decision making skills.
- Excellent leadership ability.
- Ability to interact and communicate effectively with agency team company staff prospects and customers.
- Willingness to learn and perform new duties and responsibilities.
- College Degree or equivalent job experience
- Minimum 5 years experience working with Employee Benefits Programs in a brokerage or equivalent setting
- Applicable state life and health license (or ability to obtain within 6 months of hire)
- Maintain professional designation(s) (RHU REBC CEBS etc.)
Physical Requirements:
- Must be able to lift up to 40 pounds
Other Requirements:
- Day and overnight travel may be required
- Dependable personal transportation
- Valid/Current drivers license and proof of insurance
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Employment Type
Full-Time
