Employee Benefits Producer Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Employee Benefits Insurance Producer to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive employee benefits insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions: - Grow and maintain a book of business for group employee benefits accounts
- Act as the Account Executive on client accounts
- Establishes Strategic Plan for clients
- Establishes general expectations for the service model
- Responsible for consistent direct prospecting for new customers, developing prospecting programs, and using all means available including, but not limited to, direct phone calls, drop-in calls, networking, social media, and referrals to generate and maintain an active client pipeline
- ReCoordinate production efforts with marketing and service personnel, as needed
- Responsible for collecting appropriate data from group prospects to obtain accurate proposals from insurance carriers or administrators
- Conduct regular meetings with an assigned team of account managers, or other support colleagues, to keep them abreast and informed of client issues, upcoming proposals, presentations, enrollments, and renewals
- Identify and communicate potential cross-selling opportunities for both commercial and personal lines
- Exhibit leadership by fostering teamwork with all colleagues in the agency
- Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
- Attend sales seminars and educational training activities needed to improve sales techniques, stay up to date on the latest developments in the marketplace, and maintain required licenses
- Review all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Required Skills: - Ability to obtain a thorough understanding of group employee benefits underwriting and coverage and interpret abstract data
- Self-motivated, with the initiative to prioritize and be self-directed
- Superior written and verbal communication and presentation skills.
- Intermediate PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Regular and punctual attendance is required for designated office days
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Required Qualifications: - 3-5+ years in employee benefits insurance brokerage or related business-to-business sales experience
- Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
- College degree – preferred or related work experience
- Must hold a Health & Life Insurance License or be willing to obtain one within an agreed-upon timeframe.
Company Benefits - A company with a Strong Brand and Positive Culture
- Competitive Pay (base salary + commissions)
- Comprehensive Benefits Package
- Paid Holidays
- 401K plan with a discretionary company match
- Flexible PTO
- Training CE classes on and off-site
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