What are the responsibilities and job description for the Employee Benefits Advisor - Insurance Producer Job at Morris & Garritano Insuran position at Morris & Garritano Insurance?
Job Description
Job Description
Why join M&G :
We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
Leaders of Influence – Insurance by Orange County Business Journal (2023)
Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
MVP Account Managers (Insurance Journal)
Top P&C Agent of the Year (Insurance Journal) 2022
50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
UBA Advisor Awards (2022 – 2023)
Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
About the Role :
Joining our team as a Benefits Advisor opens a world of incredible opportunities and rewards for those who are willing to invest in their own success. In this role, you'll find yourself immersed in a dynamic environment where your efforts directly correlate with your achievements. As a vital part of our team, you'll be tasked with building an organic pipeline and carrying it through to develop a true book of business as an accomplished hunter.
Located in vibrant Orange County, our team is seeking individuals who are self-motivated and driven by a passion for excellence and growth. We believe in nurturing talent and providing valuable support and mentorship to help you thrive.
How will you be compensated :
70,000-$85,000 Base Salary
Uncapped New Business Commission Structure
Yearly Renewal Business Commissions
Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
Free Employee Assistance Program
Paid Holidays, Paid Sick Time, and Flexible Vacation Time
401(k) with 50% match
Who you are :
You are a self-starter, sociable, innovative and goal oriented
You drive towards results without sacrificing quality
You excel in reaching Employee Benefits Sales goals while remaining accountable to agency Core Values :
Do the Right Thing
Love What You Do
Always Be Improving
Go The Extra Mile
Build Collaborative Relationships
You shine when selling a highly complex work product
You hold a sincere belief in people-driven decision making within a business environment
What you will do :
Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws / regulations and best practices
Successfully manage the full sales cycle including :
Lead generation
Prospecting / Outreach
Presenting
Negotiating
Closing with C-Suite level executives
Presenting Open Enrollments
Renewal process
Demonstrate a comprehensive understanding of the Employee Benefits market
Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act
Present renewal proposals to existing clients and deliver open enrollment presentations
Advise clients on the changing landscape of the benefits environment and develop unique client business strategies
Continually learn and proactively respond within a constantly changing market
Your Qualifications :
4 year college degree or relevant work experience in client-facing role
1-2 years of Outside Sales / Cold Calling experience
Knowledge of basic insurance concepts and willingness to undergo comprehensive training in benefits products, coverages, and underwriting guidelines
Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously
Proactive and self-motivated with a drive to succeed in a sales-oriented environment
Proficiency in software applications commonly used in an office environment
CA Health & Life license or attainment within 90 days (employer sponsored)
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