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Senior Benefits Consultant
2 months ago
Position Summary:
As a Strategic Benefits Advisor, your primary responsibility will be to deliver comprehensive benefit strategies that support clients in attracting and retaining top talent. This role emphasizes new business acquisition and the maintenance of existing client relationships.
Core Values:
In your daily activities, you will embody the Lewer Core Values:
- Professionalism: You maintain a high level of organization and attention to detail.
- Accountability: You take ownership of your responsibilities and lead by example.
- Continuous Improvement: You are committed to ongoing enhancement of processes and practices.
- Teamwork: You collaborate effectively, acting with urgency and a proactive mindset.
- Positive Environment: You contribute to a supportive workplace culture, spreading positivity and respect.
Team Dynamics:
At Lewer, we operate under the Entrepreneurial Operating System (EOS), which ensures that:
- Clear directions are provided.
- Necessary tools are accessible.
- Delegation is practiced effectively.
- Roles and expectations are well-defined.
- Communication is prioritized.
- Regular feedback and recognition are given.
Key Responsibilities:
Revenue Generation: As an associate insurance producer, you will play a crucial role in driving company revenue. Your ability to identify and engage potential clients, assess their insurance needs, and offer tailored solutions will significantly influence our growth.
Client Relationship Management: You will serve as the primary contact for clients, building and nurturing strong relationships. Your commitment to exceptional service and responsiveness will foster trust and loyalty, encouraging referrals and enhancing our brand reputation.
Client Satisfaction: Ensuring client satisfaction is paramount. You will focus on understanding client needs and providing customized solutions, which will be reflected in retention rates and satisfaction scores.
Cross-Functional Collaboration: Your ability to work collaboratively with various stakeholders will be essential. Effective communication and teamwork will help achieve organizational goals.
Regulatory Compliance: You will ensure adherence to industry regulations and compliance standards, protecting the company from potential legal issues.
Market Insights: Staying informed about industry trends and innovations will allow you to provide valuable insights and maintain our competitive edge.
Operational Efficiency: You will manage CRM software effectively, ensuring streamlined operations and minimizing errors.
Work Environment:
Your role will primarily be office-based, with occasional remote work. You will need to maintain a stationary position for a significant portion of your work and operate various office equipment.
Qualifications:
A high school diploma or equivalent is required, along with experience in insurance brokerage or related sales roles. Strong skills in relationship building, communication, and collaboration are essential. A life and health insurance license is required within 90 days of hire, along with proficiency in Microsoft Office and Adobe applications.
