Employee Benefits Insurance Producer
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Rockville • Maryland • United States
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Salary
💰 $140,000 - $200,000 per year
About the role
- Review and analyze employee benefit insurance programs and make appropriate recommendations to clients.
- Develop and achieve maximum sales volume consistent with individuals and company objectives.
- Identify, develop, and qualify new prospects.
- Qualify and handle leads generated by the company.
- Contact prospects to set appointment and gain information on expirations.
- Cross-sell lines of business for all of the company’s profit centers.
- Prepare accurate and complete applications on new and renewal business, including narrative describing all operations of the risk.
- Collaborate on preparation of marketing submissions for new business.
- Interface with company support staff to review accounts, help to determine markets to be used, follow-up dates, etc., and to otherwise assist in the timely and efficient processing of business.
- Prepare and/or present proposals to prospects and clients.
- Close sale. Develop and perpetuate a loyal customer base in relation to geographic and market considerations.
- Coordinate ongoing service for existing accounts with Account Manager.
- Collaborate with Account Manager to design and maintain appropriate insurance programs for existing accounts.
- Maintain production reports and attend sales meetings as required.
- Assist in collecting money, arranging satisfactory financing or canceling coverage.
- Assume ultimate responsibility for retaining existing accounts.
- Be primary contact with clients for problems of all sorts, significant coverage concerns, and collections.
- Produce and service new employee benefit accounts.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Other responsibilities as assigned by the Manager.
Requirements
- Previous experience in insurance sales.
- Experience using Agency Management System software is a plus.
- Ability to identify potential clients and initiate contact.
- Current Life & Health License or ability to reinstate post hire.
- Clear and concise written and oral communication skills.
- Experience with use of Microsoft Office products.
- Willing and able to travel locally to client visits.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salessales volume developmentlead qualificationapplication preparationproposal presentationaccount servicingcustomer retentionmarket analysisfinancing arrangementbusiness processing
Soft Skills
communication skillscollaborationproblem-solvingcustomer serviceorganizational skillsrelationship buildingtime managementadaptabilitynegotiationattention to detail
Certifications
Life & Health License