Innovo Benefits Group

Producer

• Achieve annualized new business sales of $100k in target market of companies with 50 - 1,000 employees.
• Retain at least 92% of business year over year.
• Own, manage, and expand a portfolio of clients, providing strategic benefits guidance, participating in renewal strategy, and driving revenue through new sales and expanded client relationships.
• Proactively prospect, identify and pursue new business opportunities in the employee benefits market.
• Develop and implement tailored sales strategies to meet individual and team revenue goals.
• Understand the client’s needs, challenges, and goals to effectively position benefits solutions.
• Act as a subject matter expert and trusted advisor on employee benefits, staying ahead of industry trends and regulatory changes to deliver consultative solutions.
• Drive new business development by actively representing Innovo at industry events, conferences, and networking forums, cultivating a strong referral network and expanding strategic carrier and partner relationships.
• Utilize industry and competitive knowledge to identify sales opportunities, differentiate Innovo’s offerings, and support revenue growth across new and existing client relationships.
• Collaborate with internal and external marketing teams to coordinate production efforts with marketing efforts.
• Conduct compelling sales presentations to potential clients, delivering customized proposals and explaining benefits offerings.
• Use a consultative sales approach to demonstrate how solutions meet unique needs.
• Lead negotiations and drive the sales process to close.
• Conduct regular meetings with account managers to keep them informed of client issues, proposals, presentations, enrollments, and renewals.
• Consistently meet or exceed monthly, quarterly, and annual sales targets.
• Build and maintain strong, long-term relationships with key decision-makers in client organizations.

Employee Benefits Producer

Administration

• Interact with clients, brokerage side, and carriers in managing benefit enrollments
• Payroll coordination, problem resolution, COBRA administration, vendor management
• Open enrollment management, communications, benefits audit, systems support
• Process and track benefit plan enrollments
• Ensure compliance with plan documents and regulatory guidelines
• Maintain accuracy of client benefits administration through auditing of invoices
• Serve as subject matter expert for HRIS benefits modules and carrier connections
• Initiate, create, and manipulate reports for benefits administration
• Research and respond to employee questions regarding benefits
• Develop and maintain relationships with carriers and clients
• Participate in onboarding process and HR orientations
• Assist in compliance posting benefits notices and administering COBRA

Part-Time Benefits Administrator

• Interact with clients, brokerage side of the business, and carriers
• Manage benefit enrollments, payroll coordination, problem resolution, COBRA administration, vendor management, open enrollment management, communications, benefits audit, and systems support
• Process and track benefit plan enrollments
• Ensure compliance with plan documents, regulatory guidelines, and company policies
• Maintain and ensure accuracy of all client benefits administration through monthly auditing
• Serve as subject matter expert and facilitate implementation of HRIS benefits modules
• Initiate, create, and manipulate various reports needed for accuracy of benefits administration
• Research and respond to employee questions regarding benefits
• Develop and maintain ongoing relationships with carriers and clients
• Assist in facilitating compliance and posting required benefits notices
• Maintain an understanding of various employee benefit programs
• Provide ongoing training to clients on HRIS systems