Insurance Employee Benefits Producer

JOB SUMMARY

Work with company owners, presidents, CEO’s, controllers, human resources professionals and executive directors to tailor employee benefit and human resources programs. Spends a significant portion of their time seeking out new business. Builds and maintains relationships with a large network of contacts in order to facilitate new business production.

KEY FOCUS AREAS

• Employee Benefits Sales & Retention
  
  

Primary duties & responsibilities include, but are not limited to:

• Drive new business generation and manage the client relationship life-cycle from lead generation through proposal and close to post-sales service.
• Work closely with Sales Leader to set and achieve sales goals and with client service team members to ensure the delivery of superior service.
• Identify and qualify Middle Market prospects for business from potential clients.
• Maintain a consistently strong and active new business pipeline in line with company goals.
• Develop new and maintain existing relationships with individuals responsible for insurance and risk management decisions at prospective clients.
• Actively participate in and take leadership roles in targeted industry or community associations and/or boards.
• Execute sales strategies and develop unique prospect programs.
• Provide proactive advice to prospects and clients on potential exposures and suggest ways to positively impact the client’s bottom line, including resolving client issues before they become “problems”.
• Actively support the client management team in the renewal process, including participating in renewal meetings and reviewing and providing feedback on renewal strategy.
• Participate in and lead Client Service Meetings.
  
  

Qualifications & Skills:

• Minimum of 3 years employee benefits experience, most of it in a sales role in an employee benefits brokerage/consulting firm, insurance carrier or TPA.
• Proven track record of successfully developing a pipeline, delivering effective sales strategies and a reputation as a client-centric sales professional.
• Comprehensive working knowledge of employee benefit, wellness, consumer-driven healthcare and disease management principles and methods of selling products such as Health, Dental, Vision, Life, LTD, STD and work site.
• Demonstrable evidence of track record of success in composing services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management; and cross-selling.
• The ability to multi-task in a fast paced and dynamic environment where initiative and self-motivation are required, as is the ability to work in a client-centric strategic and decisive manner according to tight deadlines.
• Demonstrable leadership skills and the ability to manage, direct and inspire others.
• Excellent communication (written, verbal and oral) skills and interpersonal skills essential.
• Ability and desire to work in a company with a strong corporate culture and varied personalities.
• Proficiency in the use of company-sanctioned software, including core knowledge of Sales Force, Microsoft Word and Excel as well as the navigation of the Internet.
• Ability to travel required.
• Bachelor’s degree preferred.
• Valid State-relevant Insurance license(s).
  
  

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.