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Senior Producer for Employee Benefits
2 months ago
Key Responsibilities:
- Oversee a portfolio generating significant revenue, ensuring client satisfaction and retention.
- Serve as the primary Account Executive for client accounts, fostering strong relationships.
- Develop and implement strategic plans tailored to client needs.
- Set clear expectations for service delivery and client engagement.
- Build and maintain relationships with C-Suite executives.
- Collaborate with sales leadership and senior account teams to achieve a retention rate of at least 92% year-over-year, utilizing comprehensive assessment tools.
- Exhibit innovative thinking and strategic insight based on market trends, carrier offerings, and product knowledge.
- Actively participate in strategic meetings and one-on-one sessions with producers.
- Create synergies and identify cross-selling opportunities across various service lines to enhance client relationships.
- Manage the overall client relationship, ensuring consistent profitability and organic growth.
- Work with leadership to select suitable account management personnel and subject matter experts for effective sales presentations.
- Develop and execute sales and marketing strategies, including regular communications to enhance USI's market presence.
- Represent USI positively at industry events, seminars, and networking opportunities.
- Collaborate with the account management team and national resources to optimize outcomes.
- Clearly communicate client objectives to account management teams.
- Ensure effective staff utilization for the assigned portfolio and maintain current knowledge of client needs.
Required Skills and Qualifications:
- 3-5 years of experience in insurance brokerage, carrier, or related business-to-business sales.
- Strong interpersonal skills and a drive for personal and professional growth.
- Exceptional written and verbal communication abilities.
- Excellent organizational skills and attention to detail.
- In-depth understanding of Employee Benefits.
- A consultative, proactive approach to client interactions.
- Highly developed time management skills.
- Strong listening skills with a focus on customer service.
- Goal-oriented mindset.
- Ability to engage with senior management and present a professional demeanor.
- A college degree and relevant insurance licensing are preferred.
Why Choose USI?
USI Insurance Services stands out as a leading insurance brokerage and consulting firm, with a commitment to fostering a dynamic environment for personal and professional development. We prioritize our associates' growth and success through comprehensive reward and recognition programs.
Unmatched Resources and Support: Our unique value proposition delivers clients a comprehensive suite of risk management and benefits solutions, ensuring a positive financial impact.
Recognition and Rewards: We offer competitive compensation, incentives, and benefits, recognizing our top performers for their exceptional contributions.
Community Engagement: USI is dedicated to giving back to local communities and promoting sustainability through various initiatives.
Diversity and Inclusion: Our award-winning programs promote a diverse and inclusive workplace, enhancing our ability to serve clients and communities effectively.
Industry Recognition: USI has been acknowledged as a top employer in the insurance sector, reflecting our commitment to excellence.
USI provides a comprehensive benefits package tailored to meet the diverse needs of our associates, including health, wellness, and financial benefits.