What are the responsibilities and job description for the Employee Benefits Producer position at Alera Group?
Alera Group Mid-Atlantic is seeking an Employee Benefits Producer out of our Lancaster, PA location.
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.
Responsibilities:- Provides service to clients’ changing insurance needs by selling life, health, disability insurance, and providing overall wealth management guidance.
- Establishes productive working relationships with clients.
- Develops base for long-term sources of clients.
- Work closely with Alera sales team and current client base.
- Work in conjunction with experienced producer and Senior partner to develop new business within the client base.
- Focus on developing a personal practice by prospecting and identifying new client opportunities.
- Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
- Ascertains clients’ long-term goals.
- Bachelors degree, or equivalent education and experience.
- 2-4 years relevant work experience in life insurance.
- Life insurance license required.
- Demonstrate initiative, a detail orientation, strong analytical skills, and decisive decision-making skill
- Desire to find, develop and manage client relationships
This job requires presence in the office on a hybrid schedule as agreed with the manager.
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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