Employee Benefits Advisor: Grow New Business & Renewals

CAC Group; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

CAC Group in Birmingham, AL seeks an Advisor, Employee Benefits to sell new accounts and renew existing ones. The role focuses on building durable client relationships with prospects, service teams, and insurance partners while identifying sales opportunities.

The Advisor will present proposals, finalize sales, and ensure proper documentation, with ongoing outreach through community involvement and referrals to drive new business.

Qualifications

• Licensing by the State Department of Insurance required or able to obtain within 90 days.
• Proven ability to identify and solicit sales prospects and build client relationships.
• Strong organizational skills with attention to detail.

Responsibilities

• Presents proposals in a professional manner and reviews coverages to ensure understanding.
• Maintains relationships with clients, prospects, service team, and insurance partners.
• Finalizes sales and collects documents; briefs service team on policy sales.
• Develops prospects through community involvement, seminars, networking, and referrals.
• Provides information and recommendations for prospective accounts and presents proposals.
• Ensures accuracy, timeliness, and completion with clients and partners to minimize errors.
• Maintains knowledge of the insurance industry and underwriting criteria.
• Represents the firm positively in the community and with partners.
• Performs other functions as assigned and looks for process improvements.
• Expected to meet monthly new business goals.

Skills

Relationship building

Negotiation

Tools

Microsoft Office Suite

Job description

CAC Group in Birmingham, AL seeks an Advisor, Employee Benefits to sell new accounts and renew existing ones. The role focuses on building durable client relationships with prospects, service teams, and insurance partners while identifying sales opportunities.

The Advisor will present proposals, finalize sales, and ensure proper documentation, with ongoing outreach through community involvement and referrals to drive new business.