INSURICA
Employee Benefits Producer
INSURICA, Anaheim, California, United States, 92808
Job Details
LevelExperienced
Job LocationAnaheim - ANAHEIM, CA
Remote TypeOptional Work from Home
Position TypeFull Time
Education LevelHigh School
Travel PercentageNegligible
Job ShiftDay
Job CategoryEmployee Benefits Sales
SUMMARY:
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.
ESSENTIAL FUNCTIONS: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 pipelineSchedule 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 insightUtilize 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 activityCoordinate production efforts with marketing and service personnel, as neededResponsible for collecting appropriate data from group prospects to obtain accurate proposals from insurance carriers or administratorsConduct 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 renewalsIdentify and communicate potential cross-selling opportunities for both commercial and personal linesExhibit leadership by fostering teamwork with all colleagues in the branchParticipate in all branch sales meetings, keeping the Branch Leader informed, at least monthly, of new business activity and sales successesParticipate in scheduled Corporate meetings including, but not limited to, Rising Star meetings, new resource reviews, compliance updates, and sales strategiesKeep abreast of trends and techniques to maintain a competitive status for the agency within the industryAttend 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 licensesReview all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissionsADDITIONAL RESPONSIBILITIES
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.
KNOWLEDGE, SKILLS, AND ABILITIES:
Excellent sales skills with a strong ability to influence othersStrong knowledge of group medical products and related federal compliance, value-based solutions to cost increases, and alternatives to traditional fully-insured medical productsStrong knowledge of other group insurance products including, but not limited to, life, long and short-term disability, dental, vision, voluntary products, and Section 125 Health Reimbursement accountsStrong knowledge of federal compliance with group insurance; including ERISA, ACA, HIPAA, and COBRAStrong understanding and ability to effectively self-prospectAbility to identify and assess gaps, as well as propose effective solutionsAbility to travel, as needed, both local and overnightExcellent presentation and listening skillsEffective organizational skills and the ability to respond to requests effectively and efficientlyAbility to carry out detailed written or verbal instructions with multiple variablesAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityQUALIFICATIONS:
3-5 Years previous Employee Benefits sales experience preferred2-4 Years of previous sales/production and marketing/underwriting experience in an insurance agency or brokerage firm preferredMust possess, or have the ability to obtain quickly, all licenses as required by the State Department of InsuranceBachelor's degree in business or other related discipline preferredInsurance-related professional designations preferredWORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesTravel required, both local and overnight, up to 50%Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment
Compensation and Benefits
This role is compensated under a commission schedule and as a result, compensation will vary dependent upon the amount and size of the clients the Producer works with. In certain situations, Producers may begin employment on an initial base salary which will later transition to commission compensation. In these situations, the expected base compensation will be $50,000 to $120,000. The base compensation, if applicable, will be determined on a case-by-case basis accounting for the applicant's experience, skills, certifications, education, and location. In addition to the base or commission compensation, this position may be eligible for additional performance-based incentive compensation which can be discussed during the interview process. In addition to compensation, INSURICA offers a competitive total awards package including health and welfare benefits, paid time off, volunteer time off, tuition assistance, 401(k), and employee assistance plans. Thanks to our colleagues, INSURICA also provides an award-winning culture, being named the Best Independent Agency to Work for in America by Insurance Journal in 2022.
LevelExperienced
Job LocationAnaheim - ANAHEIM, CA
Remote TypeOptional Work from Home
Position TypeFull Time
Education LevelHigh School
Travel PercentageNegligible
Job ShiftDay
Job CategoryEmployee Benefits Sales
SUMMARY:
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.
ESSENTIAL FUNCTIONS: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 pipelineSchedule 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 insightUtilize 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 activityCoordinate production efforts with marketing and service personnel, as neededResponsible for collecting appropriate data from group prospects to obtain accurate proposals from insurance carriers or administratorsConduct 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 renewalsIdentify and communicate potential cross-selling opportunities for both commercial and personal linesExhibit leadership by fostering teamwork with all colleagues in the branchParticipate in all branch sales meetings, keeping the Branch Leader informed, at least monthly, of new business activity and sales successesParticipate in scheduled Corporate meetings including, but not limited to, Rising Star meetings, new resource reviews, compliance updates, and sales strategiesKeep abreast of trends and techniques to maintain a competitive status for the agency within the industryAttend 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 licensesReview all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissionsADDITIONAL RESPONSIBILITIES
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.
KNOWLEDGE, SKILLS, AND ABILITIES:
Excellent sales skills with a strong ability to influence othersStrong knowledge of group medical products and related federal compliance, value-based solutions to cost increases, and alternatives to traditional fully-insured medical productsStrong knowledge of other group insurance products including, but not limited to, life, long and short-term disability, dental, vision, voluntary products, and Section 125 Health Reimbursement accountsStrong knowledge of federal compliance with group insurance; including ERISA, ACA, HIPAA, and COBRAStrong understanding and ability to effectively self-prospectAbility to identify and assess gaps, as well as propose effective solutionsAbility to travel, as needed, both local and overnightExcellent presentation and listening skillsEffective organizational skills and the ability to respond to requests effectively and efficientlyAbility to carry out detailed written or verbal instructions with multiple variablesAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityQUALIFICATIONS:
3-5 Years previous Employee Benefits sales experience preferred2-4 Years of previous sales/production and marketing/underwriting experience in an insurance agency or brokerage firm preferredMust possess, or have the ability to obtain quickly, all licenses as required by the State Department of InsuranceBachelor's degree in business or other related discipline preferredInsurance-related professional designations preferredWORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesTravel required, both local and overnight, up to 50%Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment
Compensation and Benefits
This role is compensated under a commission schedule and as a result, compensation will vary dependent upon the amount and size of the clients the Producer works with. In certain situations, Producers may begin employment on an initial base salary which will later transition to commission compensation. In these situations, the expected base compensation will be $50,000 to $120,000. The base compensation, if applicable, will be determined on a case-by-case basis accounting for the applicant's experience, skills, certifications, education, and location. In addition to the base or commission compensation, this position may be eligible for additional performance-based incentive compensation which can be discussed during the interview process. In addition to compensation, INSURICA offers a competitive total awards package including health and welfare benefits, paid time off, volunteer time off, tuition assistance, 401(k), and employee assistance plans. Thanks to our colleagues, INSURICA also provides an award-winning culture, being named the Best Independent Agency to Work for in America by Insurance Journal in 2022.