EMPLOYEE BENEFITS PRODUCER

About Us: Vested Insurance Agency, LLC is a Florida insurance agency located in West Central Florida specializing in employee benefits.

Position Summary:

This position may be full or part time, depending on individual Applicant. The Employee Benefits Producer is an experienced health insurance agent holding an active Florida Life & Health Insurance license, with targeted expertise and experience in employee benefits in our target market of under 50 employees.  The Employee Benefits Producer will report to the President of the Agency. Experience with Professional Employer Organizations ("PEO's") of new and renewal business, providing and being a source of insurance expertise to clients, and assisting in the growth and profitability of the agency.  The experienced Producer will collaborate with the other teammates as necessary to meet prospective and existing client needs.

The Employee Benefits Producer will drive initiatives that foster revenue growth including leading initiatives in 2025 for alternative benefit sales, both to the current client base and new clients. The Employee Benefits Producer will have responsibilities related to PEO sponsored group benefit sales, including training the sales personnel on statements of process for PEO sponsored benefit sales and providing comparative services to PEO clients. Compensation will be a base salary plus a structured commission split and bonuses for exceeding sales goals.

What You will Do: The essential functions include, but are not limited to the following:

• Achieve annualized new sales goals in our target market of 10-50 employees.
• Interpret, analyze, negotiate and offer recommendations on coverage based on individual client needs.
• Work closely with personnel regarding placement of new and renewal business.
• Establish direct client contact with key accounts and prospects.
• Placing client sponsored group health products and or individual health policies.
• Placement (with third party vendors or otherwise) of ICHRA and similar arrangements for individual level placements.
• Develop expertise and educate clients and sales on changes and market trends in Employee Benefits area.
• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Work with clients on benefit implementation rules & timelines.
• Develop Strong relationships with sales personnel.
• Maintain and further develop a specialty in a declared sector or market area by networking and participating in professional development activities.
• Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs. 

Knowledge, Skills, and Abilities

• Minimum of three (3) to five (5) years of insurance experience, with targeted experience and expertise in group and individual health plans and other employee benefit plans.
• Effective presentation skills.
• Excellent communicator, both verbal and written, with internal departments and external clients.
• Effective time management skills.
• Be able to work in a fast-paced environment.
• Be self-driven / motivated.
• The ability to:
  • Prioritize & complete multiple tasks while delivering successful results; 
  • Articulate and impart his/her knowledge; and
  • Develop strong working relationships.

 Education & Experience

• Bachelor's level degree preferred but not required.
• Minimum of 5-7 years’ experience in insurance, with experience in employee benefits.
• Active Florida Life & Health License required.