Employee Benefits Producer

Heritage Risk, an Alera Group company, is looking for an Employee Benefits 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.

• Lead Generation and Prospecting: Identify prospective clients through market research, cold calling, networking, and referrals, focusing on businesses seeking group benefit solutions.
• Client Consultations: Conduct in-depth consultations with prospective and existing clients to assess their employee benefits needs and identify areas for improvement or cost savings.
• Customized Plan Design: Collaborate with clients to design, propose, and implement tailored group benefit programs, including health insurance, wellness initiatives, and voluntary benefits.
• Presentation & Proposal Development: Create and deliver persuasive presentations and proposals tailored to client needs.
• Carrier Negotiations: Partner with carriers to negotiate competitive pricing, terms, and benefits on behalf of clients.
• Market Expertise: Stay updated on trends, regulations, and innovations in the employee benefits industry to provide informed recommendations.
• Cross-Functional Collaboration: Work closely with internal service teams, account managers, and underwriters to ensure the successful onboarding and servicing of client accounts.
• Sales Metrics and Reporting: Maintain accurate records of sales activities, pipeline progression, and revenue generation using CRM systems, providing regular reports to leadership.

• Proven success in employee benefits sales, insurance brokerage, or consulting, with a demonstrated track record of meeting or exceeding sales targets.
• Comprehensive understanding of group health, wellness, retirement, and ancillary benefits, as well as the associated market dynamics and carrier relationships.
• State of Texas Life and Health Insurance License (required; active license preferred at time of application).
• Familiarity with ACA regulations, benefits compliance requirements, and employee benefits administration.
• Outstanding interpersonal and consultative selling skills, with the ability to build lasting client relationships and deliver tailored solutions.
• Strong organizational and time-management abilities to prioritize multiple client accounts and deadlines effectively.
• Experience working with CRM platforms (e.g., Salesforce, HubSpot) and advanced proficiency in Microsoft Office Suite.
• Bachelor's degree in business, insurance, marketing, or a related field (preferred); professional designations (e.g., CEBS, REBC) are a plus.

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.