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Commercial Lines Producer

2 months ago

Beachwood, United States Alera Group, Inc. Full time

Alera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service. 

We have grown immensely over the past few years and our future looks even brighter.  In fact, Business Insurance named us the 2nd fastest growing broker, with a 76% growth rate.  We are currently the 15th largest risk management and insurance intermediary in the United States per the July 2023 issue of Business Insurance.  With over $1.4 billion in revenue and more than 4,500 team members located in approximately 190 offices across the United States, Alera Group can deliver client solutions nationwide. 

Due to our exceptional growth, we’re on the hunt for a High-Performing Producer to add to our world-class Employee Benefits sales team  We have created a culture to recognize and appreciate teamwork, innovation, performance and overall success.   

As a Sales Producer, you will be responsible for generating new business opportunities by following a proven process to win new business accounts. You will also receive new business opportunities through many streams, including but not limited to outbound marketing campaigns and regional events. You will also manage an active pipeline of new business opportunities and work directly with other key team members to identify and implement strategies focused on customer acquisition and satisfaction. A key focus will be to partner and cross-sell with other Alera departments, such as P&C, 401(k) and Wealth Management. You’ll learn how to have the right conversations and turn those conversations into closed sales.   

  • Establish and maintain a list of target accounts and centers of influence, developing a strategy for the sales efforts required to penetrate opportunities. 

  • Active prospecting and lead generation (Email, Cold Calling, Networking, Drops, Etc.) 

  • Build a book of business comprised of local, regional, or state-wide clients with various funding methods or complex plan designs or services that require a high level of experience and technical expertise. 

  • Meet or exceed set minimum production goals annually, tracking established revenue of new, lost, and retained business. 

  • Cultivate and maintain executive level relationships with clients. 

  • Responsible for overall client strategy and client satisfaction. 

  • Identify problems, summarize, and develop strategic solutions that incorporate the client’s mission and vision. 

  • Educate and advise clients on innovative solutions available to them in the marketplace. 

  • Keep informed and provide client support on current markets, market trends, legislative requirements and industry changes. 

  • Present client financials and analysis of marketing results. (Financial Analyst Prepares) 

  • Strict adherence to Company and regulatory privacy standards, with a focus on the Health  

  • Insurance Portability and Accessibility Act (“HIPAA”). 


  • Minimum 5 years of work experience in sales. Proven track record of sales success. 

  • 3+ years of proven industry experience. 

  • Must have or be willing to obtain an active state life/health insurance license. 

  • Basic knowledge of employee wellness plans. 

  • Familiarity with common medical terminology. 

  • Strong rapport building skills. 

  • Exceptional verbal and written communication skills. 

  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels. 

  • Strong people and decision-making skills. 

  • Ability to adapt to change and develop new processes in a fast-paced, ever-changing environment with enthusiasm. 

  • Proficient in MS Office Suite. Salesforce knowledge is a plus. 

  • Ability to work independently and see initiatives or issues through to completion. 

  • Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service. 

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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PandoLogic. Category:Insurance, Keywords:Commercial and Personal Lines Producer, Location:Beachwood, OH-44122