Employee Benefits Consultant

Univest Financial Corporation; Lansdale (Montgomery County); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan with employer match

Paid Time Off (PTO)

Short Term Disability

Paid Holidays

Commissions (monthly)

Tuition reimbursement

Wellness programs

Job summary

Univest Insurance, LLC seeks a professional to join its Employee Benefits Sales team in Lansdale, PA. The role focuses on new business development, client relationships, and benefits enrollment coordination in a fully commissioned environment.

You will prospect, present proposals, and close sales while maintaining carrier relationships and staying informed on industry changes. Prior life/health licensing is preferred; MS Office skills are a plus.

Qualifications

• Broad knowledge of insurance products and marketplace.
• Licensed for life and health or able to attain license.
• Experience with self-funding and fringe benefits is a plus.
• Working knowledge of the mid-Atlantic area is preferred.

Responsibilities

• Prospect for new sales opportunities and develop relationships with centers of influence.
• Present proposals and close sales; take applications and coordinate enrollment.
• Assist in creating RFPs with Account Manager and analyze quotes.
• Maintain production reports and attend sales meetings.
• Promote agency and insurance industry in the community.

Skills

Communication skills

Sales experience

Fringe benefits knowledge

Education

Life and Health license (or ability to attain)

Tools

Microsoft Office

Job description

Overview

Univest Insurance, LLC. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.

We are looking for professional, highly ambitious, and motivated leaders to be a part of our Employee Benefits Sales team.

Responsibilities

Strong working knowledge of ALL Microsoft Office products is a plus.

Production of New Business -

• Prospect for new sales opportunities.
• Develop relationships with centers of influence.
• Community involvement
• Develop referral sources.
• Cold-calling.
• Maintaining prospect database.
• Meet with prospects to determine insurance needs.
• Develop proposal for presentation to client.
• Assist in creation of RFP with Account Manager
• Analyze and summarize quotes.
• Decide on coverage recommendations.
• Present proposal and close sale.
• Take applications and coordinate enrollment with Account Manager.
• Assist in transfer of coverages.
• Finalize all details and deliver to Account Manager for installation of case.
• Maintain production reports and attend all sales meetings as required.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.

Retention of Existing Business -

• Maintain/develop relationship with clients, and serve as primary contact.
• Coordinate and finalize renewals.
• Market case, summarize options, present alternatives, and re-enroll case, as necessary.
• Round out accounts by selling other coverages, where appropriate.

Client Service -

• Assist on any technical issues, major problems, as necessary
• Help Account Managers with cases, as needed.

Miscellaneous Responsibilities -

• Assist in maximizing/meeting individual sales goal.
• Assist in developing and maintaining carrier relationships.
• Attend seminars/classes to keep current on changes in regulations/benefits/carriers.
• Responsible for cross sale of account, where possible.
• Promote agency and insurance industry in the community.
• Perform other specific duties as assigned.
• Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Qualifications

Must have a broad knowledge of insurance products and the insurance marketplace, as well as having/developing technical expertise.

Must be fully licensed for life and health or able to attain license

Experience in self-funding and fringe benefits is a plus.

Working knowledge of the mid-Atlantic area is preferred.

Wage Range:

This is a fully commissioned position

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid monthly based on individual production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

#Univest

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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.