Benefits Consultant

3 weeks ago

Indianapolis, United States Gregory & Appel Insurance Full time

Job Description

The Employee Benefits Consultant (known internally as an Employee Benefits Producer) acquires new business and retains business through renewals in keeping with Agency and individual goals. Provides field service in support of sales duties. The Sales Advisor agrees upon and sets an annual sales goal in coordination with the Managing Director and meets the annual sales goal along with managing a book of existing clients through collaboration and teamwork with various Operations colleagues.


Responsibilities

  • Achieve annual new and renewal production goals. Manage time and resources to achieve these goals. This includes monitoring progress toward goals on an ongoing basis and making any changes in work habits or workflows to achieve short- and long-term goals.
  • Develop prospects through an organized direct solicitation program, referrals from present accounts, target marketing leads and through community affairs, affiliations and other contacts.
  • Develop all information and recommendations for prospective accounts, present proposals and adhere to agency policies and procedures for writing new accounts.
  • Follow sales methodologies as prescribed by the Managing Director and revenue team leadership.
  • Complete interaction with clients, agency and company personnel to minimize potentials for error or omission claims, in a timely manner.
  • Perform special projects at management‘s request.
  • Identify and penetrate opportunities to cross sell new/renewal accounts to other departments in the Agency.
  • Maintain a positive attitude and contribute to a harmonious and cooperative spirit within the agency.
  • Learn, embrace and utilize Agency technology solutions.
  • Assist and support Operations colleagues with existing client needs
  • Serve in an informal leadership/mentorship capacity for Operations and other Sales colleagues
  • All other duties as assigned


Experience and Skills

  • 4-6 years proven sales and or industry experience
  • Bachelor‘s Degree or combined equivalent years of education and experience
  • Health & Life License required
  • Must be aggressive/assertive, a self-starter with the ability to influence others. Should have demonstrated effective presentation skills through both verbal and written communications. Must be willing to travel as required.

Additional Skills

  • Prospecting for new client relationships
  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Performing for or Working Directly with the Public
  • Getting Information
  • Updating and Using Relevant Knowledge
  • Organizing, Planning, and Prioritizing Work
  • Calculating costs of services.
  • Customizing financial products or services to meet customer needs.
  • Gathering customer or product information to determine customer needs.

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