What are the responsibilities and job description for the Employee Benefits Sales Producer position at Petra Risk Solutions?
Job Description
Job Description
Petra Risk Solutions is the nation's largest independent Insurance Brokerage, exclusively dedicated to the Hospitality Industry. We are currently accepting resumes for experienced Benefits Sales Producers. This is a sales-service position, at a busy independent insurance brokerage. Qualified professionals should expect to participate actively in a variety of sales-related tasks including prospect qualification, account submission & proposal preparation, cross selling & sales call follow up activities and attending scheduled meetings & presentations.
Advantages of working with our team :
Active accounts / book of business provided
Opportunity for new business growth
Specialized markets and programs
Support staff with experience in a niche industry
The ability to determine your own income
Responsibilities Include :
Pursue opportunities to round out existing client programs with additional and / or increased lines of coverage
Active participation in renewal strategy meetings
Lead client meetings to discuss coverage needs and expectations
Present proposals to clients
Delegate tasks and duties to Service team
Maintain documentation, as required to adhere to company policies & procedures
Provide information for underwriting, as needed
Direct coverage placement through instructions provided to Marketing
Provide all information necessary to prepare client invoices
Prepare all orders and instructions to Client Services team
Meet regularly with Service team to update, advise, and inform
Maintain business relationships with clients
Review and deliver summary, proposals and policies
Manage client expectations
Develop and foster an engaged team, committed to respect, trust, and open communication
Facilitate problem solving and collaboration, in response to challenges
Provide deliverables to satisfy client requirements, cost and schedule
Model effective, positive working relationships with Associates and clients
Valid CA Life & Health license and a valid Driver's License
Solid knowledge of Group Employee Benefits coverage
5 - 7 years and experience sales
Proficiency with MS Office Software (Excel, Outlook, Word, PowerPoint)
Motivated, self-starter with attention to detail
Excellent verbal and written communication skills
Strong analytical skills
Benefits :
Competitive base salary (negotiable), plus commission
401K Plan
Medical, Dental, Vision, Life and Supplemental Insurance Plans
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