Demo

Group Benefits Insurance Sales Producer

Heffernan Insurance Brokers
San Francisco, CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 4/28/2025

Objective:

The Group Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic.

 

Responsibilities Include:

  • Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals
  • Support clients and partner with them when selecting and designing their insurance product needs
  • Call on to educate and suggest additions or enhancements to existing insurance programs
  • Meet with existing clients to perform annual reviews of current insurance offering
  • Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
  • Work closely with Account Management team to offer quality day to day service to client
  • Attend industry networking events, trade shows and conventions
  • Track all sales activity using Huddle
  • Attend sales meetings, both locally and nationally as necessary
  • Attend ongoing industry continuing education courses to improve technical knowledge
  • Develop long-term relationships with clients, carriers, and HIB Producers
  • Special projects and other duties as assigned

 

Requirements:

  • High School graduate/GED required. 
  • 2 years of relevant industry experience preferred
  • Sales experience preferred
  • Excellent verbal and written communication skills
  • Excellent interpersonal and customer service skills
  • Strong analytical and problem-solving skills
  • Thorough understanding of equipment, product, industry, and/or services provided to clients.
  • Must be highly organized
  • Must be a team player and enjoy a team based work environment
  • Must be proficient in MS Office; notably Outlook, PowerPoint, Excel
  • Must embody the Heffernan Habits as illustrated herein. 

 

Compensation:

The starting salary range for this position is $80K to $100K with opportunity for additional commission. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

 

Heffernan Habits:  

These are core values that represent our unique culture.  

  • Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.  
  • Do Good – This is our core. We strive to do good for our clients, our company and our communities. 
  • Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.   
  • Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.  
  • Answer The Phone (And Email) – Be available and responsive to clients and colleagues.   
  • Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.    
  • Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.    

 

Working Conditions:

  • Work environment may be indoors, sitting at a desk or standing for extended periods of time.
  • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
  • This position may require flexibility to work hours outside of a regular schedule.

Salary : $80,000 - $100,000

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