What are the responsibilities and job description for the ARD - Life & Health Producer position at Alera Group, Inc.?
Overview
Ardent Solutions, an Alera Group company, is looking for a Life & Health Producer. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
The Life & Health Producer is responsible for creating new relationships and developing a book of business comprised of Individual Medicare, and Life & Health accounts. To be successful in this role, the Life & Health Producer must be highly motivated, extremely competitive, goal oriented, confident, and enthusiastic, with the ability to build rapport with each client, and to recognize and cross-sell insurance needs that would benefit the client. Must be able to exhibit confidence in products and programs and be able to effectively communicate accurate information, both verbally and written.
Responsibilities
- Build a book of business comprised of Medicare and Under-65 clients.
- Actively prospect and cultivate leads (Networking, calling/texting/emailing Lead Sources/ Referrals, Campaigns, etc.).
- Demonstrate proficiency and accuracy in product knowledge, preparing quotes and product presentations for clients, and all computer and data system skills.
- Provide educated and well-informed suggestions and guidance in choosing appropriate plan options.
- Recognize cross-sell opportunities and offer additional coverages based on client needs.
- Successfully and accurately process applications, complete the sales process and any additional customer service required.
- Engage in actively training and learning all products, databases, and necessary protocols for performing job duties successfully.
- Provide excellent, top-quality customer service.
- Prepare various reports, as needed, to capture departmental measures.
- Stay up-to-date on industry standards through internal and external resources.
- Perform all job responsibilities free of error or serious mistakes that could result in liability risk to the client or IHS Insurance Group.
- Perform any additional responsibilities or assignments as designated by management.
Qualifications
- High school diploma or equivalent required.
- 2 years of sales experience and 2 years of Health & Life Insurance experience, preferably in ACA plans and Medicare.
- Active Health & Life Insurance License required.
- AHIP and FFM certification (or obtain within 30 days of employment).
- Strong interpersonal, sales, and client service skills with the ability to build rapport.
- Excellent communication, organizational, and time management skills with attention to detail.
- Ability to work in a fast-paced, sometimes stressful environment and proficiency in Microsoft Office Suite.
Additional Information
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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