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Employee Benefits Sales Producer

Employee Benefits Sales Producer

Keyes CoverageFort Lauderdale, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Us

The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance.

Employee Benefits Sales Producer

Job Summary :

Keyes Coverage is seeking a licensed Employee Benefits Sales Producer to join its new business department. This individual will be responsible for developing and implementing a sales plan to sell Employee Benefits programs and insurance to local and national businesses.

Primary Responsibilities :

  • Proactively engage with prospects by initiating contact, scheduling appointments, delivering sales presentations, and closing new business opportunities.
  • Maintain and update a targeted prospect list within the agency’s CRM system.
  • Assist in collecting and organizing data for assigned account renewals in accordance with agency procedures.
  • Lead and participate in Renewal and Open Enrollment processes, including conducting in-person and virtual meetings. Ensure timely delivery of policies and binders per agency standards.
  • Attend sales seminars, company sales meetings, or educational activities to improve sales techniques and stay up to date on the latest developments in the marketplace.
  • Manage or participate in any special projects at management’s request.
  • Perform field underwriting of new risks and place them with the appropriate insurance carriers.
  • Handle client communications, including phone calls, emails, and texts, in a timely and professional manner, ensuring compliance with both agency and carrier guidelines.
  • Local travel is required to support client meetings and business development activities.
  • Perform additional duties as assigned.

Basic Qualifications :

  • Must possess a valid Florida 2-15 Life & Health Insurance License or be willing to obtain the license upon being hired.
  • Proven track record of selling in a Business-to-Business environment.
  • Proficient in Microsoft Office Suite, CRM software, document management tools, and carrier proprietary systems.
  • Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight.
  • Excellent verbal and written communication skills, along with strong organizational and time management abilities.
  • Highly self-motivated and capable of working independently with minimal supervision.
  • Demonstrates exceptional attention to detail and accuracy in all work.
  • Committed to maintaining confidentiality of financial, employee, and client information.
  • Preferred Qualifications :

  • Familiarity with self-insurance medical programs.
  • Familiarity with risk assessment and risk management techniques.
  • Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.
  • Bilingual proficiency in Spanish is highly valued to better serve our diverse customer base.
  • Hours : Monday-Friday, 8 : 30am-5 : 00pm

    Office Location : 5900 Hiatus Road, Tamarac, FL 33321

    Benefits :

  • Competitive Salary plus commission on new business
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays
  • No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

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    Sales Producer • Fort Lauderdale, FL, US

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