Employee Benefits Advisor

ASZ International, Inc.; Bradenton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Christmas Club

Half-day Birthday

Hybrid/Remote options

Team bonding

Job summary

ASZ International, Inc. seeks an Employee Benefits Insurance Advisor to develop, sell, and manage employer health and benefits solutions. The role emphasizes new business development, client relationships, and customized benefit strategies aligned with employers’ financial and workforce needs.

The Producer acts as a trusted advisor through planning, carrier selection, renewals, and ongoing service for employer groups across medical, dental, vision, life, disability, and voluntary benefits.

Qualifications

• Active state life and health license (2-15).
• 2+ years of experience in employee benefits or group health insurance sales.
• Strong consultative and negotiation skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Identify, prospect, develop and bind new employer group health insurance.
• Retain and renew existing business and manage client relationships.
• Present and sell medical, dental, vision, life, disability, and voluntary benefits.
• Coordinate onboarding of new clients and renewal strategies with carriers.
• Maintain CRM records and collaborate with service teams and underwriters.

Skills

Consultative selling

Negotiation

Communication

Relationship mgmt

Time mgmt

Education

Bachelor's degree in Business/Finance or related field

Tools

CRM software

HRIS systems

Job description

The Employee Benefits Insurance Advisor is responsible for developing, selling, andmanaging employee health and benefits insurance solutions for employer clients.This role focuses on new business development, client relationship management,and delivering customized benefit strategies that meet employers’ financial andworkforce needs. The Producer acts as a trusted advisor, guiding clientsthrough planning, carrier selection, renewals, and ongoing service.

Key Responsibilities

Sales & Business Development

• Identify, prospect, develop and bind new employer group health insurance.
• Retain and renew existing business.
• Generate leads through networking, referrals, cold outreach, and industry events.
• Conduct needs assessments to understand clients’ workforce, budget, and benefits goals.

Present and sell employee health and benefits solutions, including medical, dental, vision, life, disability, andvoluntary benefits.

Client Relationship Management

• Serve as primary point of contact for assigned clients.
• Build long-term relationships through consulting & check-ins.
• Coordinate onboarding of new clients and transition of benefits.
• Participate in renewal strategy, negotiations, and plan recommendations.

Product & Market Expertise

• Maintain strong knowledge of group health insurance products, carriers, and plan designs.
• Stay current on industry trends, compliance requirements (ACA, ERISA, COBRA), and regulations.
• Collaborate with internal service teams and carrier partners to deliver optimal solutions.
• Work closely with account managers, service teams, and underwriting partners.
• Maintain accurate documentation, proposals, and CRM records.
• Meet or exceed production, revenue, and retention goals.

Qualifications

Required

• Active state insurance license 2-15 Life & Health.
• 2+ years of experience in employee benefits or group health insurance sales.
• Strong consultative and negotiation skills.
• Excellent communication, presentation, and interpersonal skills.
• Ability to manage multiple prospects and clients simultaneously.

Preferred

• Bachelor’s degree in Business, Finance, or related field.
• Experience working with small, mid-market, or large group employers.
• Familiarity with HR, payroll, or benefits administration platforms.

Key Performance Indicators (KPIs)

• New business revenue and premium growth.
• Client retention and renewal success.
• Number of qualified prospects and close ratio.
• Cross-sell and upsell of ancillary benefits.
• Hybrid or remote options may be available.
• Competitive base salary plus commission and performance incentives.
• Paid Time Off & Holidays.
• Christmas Club Optional.
• ½ day off for Birthday.
• Team Bonding Activities to drive a CATER culture.