Employee Benefits Sales Leader

Job Description:

• Identify, design, and implement sales strategies for the assigned team.
• Establish annual sales goals and objectives; analyze producer performance and results; prepare periodic reports comparing actual results with goals; initiate corrective action.
• Build and monitor growth plans with each producer.
• Partner with Profit Center Leadership to develop marketing strategies and sales and service standards.
• Actively lead and participate in sales efforts.
• Assist with identifying qualified prospects, account surveying, and selling.
• Evaluate department recruitment needs and participate in recruiting producers.
• Supervise, train, and develop the team.
• Implement learning programs for new teammates focused on insurance coverage knowledge, carrier products and services, and procedures.
• Maximize use of Profit Center technology and research advanced software products.
• Maintain relationships with carrier partners.
• Collaborate with Profit Center Leadership to manage sales and service issues.
• Communicate opportunities, trends, and carrier information to the team.
• Build relationships with clients, vendors, and carriers to improve retention.
• Participate in social, civic, trade, and industry organizations.
• Manage and retain existing book of business and pursue new opportunities.
• Review and prepare monthly analyses measuring progress toward objectives.
• Coordinate and conduct sales meetings and participate in leadership meetings.
• Pursue personal and professional development.

Requirements:

• Valid Insurance Producers License.
• 10+ years’ experience in all aspects of insurance including agency management experience.
• 10+ years’ experience operating in a leadership capacity.
• Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including Word, Excel, Power Point, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment including copy machines, printers, faxes, binding machine, etc.
• College Degree in a business-related field (Preferred).

Benefits:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts
• Diversity, Inclusion & Belonging environment