Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
Core
Sells new and renews existing employee benefits accounts while building relationships with clients, prospects, and insurance partners.
Role type
Employee Benefits Advisor (Producer)
Builds
New business accounts and renewals for employee benefits
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Sales prospecting, proposal presentation, relationship management, policy finalization, networking, community engagement, underwriting criteria knowledge, organizational skills
Preferred skills
None stated
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Present proposals and review coverages, communicate with clients and partners, finalize sales and collect documents, develop prospects through networking and referrals, maintain knowledge of underwriting criteria, meet monthly new business goals
Seniority
Individual Contributor