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Employee/Group Benefits Producer

Location
San Antonio, Texas
Remote Working
Remote Working
Job Type
Permanent
Posted
1 Aug 2022
We have a business with purpose and are looking for passionate, innovative people like you to join our team! INSURICA has built a rewarding environment for Colleagues and continues to uphold our solid customer pledge by "Specializing in You".

INSURICA has over 650 employees across 4 time zones, 9 states, and 30+ locations nationwide. We are among the 50 largest insurance brokers in the US and are currently the 23rd largest privately held independent agency in the country.

We take pride in our welcoming and diverse culture, internal growth opportunity, and robust compensation and benefit package. INSURICA provides our Colleagues with cutting edge resources, tools, and support so that we can be the best at what we do.

SUMMARY:

Responsible for selling new business to ensure continued profitable growth for the agency. Will prospect for new clients, sell additional coverages to existing clients, and retain existing accounts to achieve personal production goals.

ESSENTIAL FUNCTIONS:
Contact prospects, schedule appointments, and make sales presentations
Develop prospecting programs and follow-up for maximum results
Maintain prospect list of clients for target business
Balance production to achieve desired mix of business. Promote products of carriers that the firm has identified as important
Coordinate production efforts with marketing and service personnel
Accurately and thoroughly complete survey and application form before marketing or submitting to be marketed
Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
Arrange payment terms for all accounts in accordance with agency credit and collections policies
Gather information on renewals. Deliver renewals and/or binders following agency guidelines
Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
Attend sales seminars, company sales meetings, or educational 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

_ADDITIONAL RESPONSIBILITIES: _
Adherence to Company policies and procedures
Ability to fulfill job responsibilities through acceptable job attendance

KNOWLEDGE, SKILLS AND ABILITIES:
Possess excellent communication skills, both verbal and written, and be able to make presentations to groups effectively
Ability to influence others
Self-motivated and possess excellent listening and sales skills
Effective organizational skills and the ability to respond to requests effectively and efficiently
Ability to carry out detailed written or verbal instructions with multiple variables
Prior sales/production and marketing/underwriting experience in an insurance agency or brokerage firm
Possess knowledge of life, health, disability, long term care, pension and mutual funds, both individual and group
Knowledge of agency systems and company relationships
Team player and willing to find accommodating solutions for our customers, companies, and Agency

QUALIFICATIONS:
Must have Life and Health License as required by the State Department of Insurance
College degree and CLU, CHFC, and LFTUC designations highly desirable
Minimum 3 years employee benefits sales experience or comparable industry sales experience with proven sales success demonstrated highly desirable

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced multiple tasking, high disruption and ever-changing environment
Ability to perform 80% sedentary work exerting up to 10 pounds of force occasionally and negligible force frequently
All requirements may be modified to reasonably accommodate physically or mentally challenged employees

JOB PERFORMANCE STANDARDS:

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. 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 performance of the tasks and functions listed in this job description.

Job Type: Full-time

Benefits:
401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid jury duty
Paid time off
Paid training
Tuition reimbursement
Vision insurance
Work from home
Schedule:
8 hour shift
Monday to Friday
Supplemental Pay:
Commission pay

Education:
High school or equivalent (Required)

Experience:
Employee/Group Benefits Sales: 4 years (Required)
Insurance Brokerage: 3 years (Preferred)

License/Certification:
Life and Health License (Required)

Work Location: One location
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Details

  • Job Reference: 674033129-2
  • Date Posted: 1 August 2022
  • Recruiter: INSURICA
  • Location: San Antonio, Texas
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Sales & Marketing
  • Job Type: Permanent