The Employee Benefits Producer is responsible for building, maintaining, and retaining a book of group insurance business, with employers with 20 or more employees. The Employee Benefits Producers are expected to effectively use direct prospecting efforts for book growth and development, as well as become proficient with the various resources available from INSURICA, to help attract and retain customers.
- 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
- Schedule prospect interview meetings, prepare for the meeting by familiarizing with the prospect, in advance, as much as possible, using resources such as SalesForce, miEdge, and the customer's own website for insight
- Utilize INSURICAs CRM platform, SalesForce, to maintain prospect and client information; the Employee Benefits Producer is expected to build and maintain group information to build an effective pipeline for future sales activity
- Coordinate 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 branch
- Participate in all branch sales meetings, keeping the Branch Leader informed, at least monthly, of new business activity and sales successes
- Participate in scheduled Corporate meetings including, but not limited to, Rising Star meetings, new resource reviews, compliance updates, and sales strategies
- 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
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.