Employee Benefits Sales & Advisory Lead

bellbank; BLOOMINGTON (MN); On-site; USD 65,000 - 105,000; Full time

Job summary

bellbank is seeking an Employee Benefits Insurance Advisor to drive new sales and manage renewals for employee benefits programs. You will prospect, quote, and present tailored coverage options while maintaining profitability and ensuring compliant submissions.

You will collaborate with Account Executives and Account Managers, gather underwriting information, and educate clients on terms and timelines, contributing to ongoing client relationships and retention.

Qualifications

• Must hold an active Insurance License.
• Previous sales experience in insurance is preferred.
• Commitment to ongoing education in insurance and risk management.
• Ability to communicate complex information clearly in writing and verbally.
• Proficiency using the EPIC system.

Responsibilities

• Identify prospective clients and develop a sales base.
• Respond to referrals quickly and effectively.
• Prequalify prospects for insurability and risk.
• Gather risk data and complete applications and submissions.
• Determine markets and submit to carriers.
• Design programs and propose coverages to clients.
• Educate clients on payment terms and collect down payments.
• Enter new sales data in EPIC.

Skills

Insurance License

Sales experience

Continuous learning

Communication skills

EPIC proficiency

Presentation skills

Interpersonal skills

Ethics & integrity

Job description

bellbank is seeking an Employee Benefits Insurance Advisor to drive new sales and manage renewals for employee benefits programs. You will prospect, quote, and present tailored coverage options while maintaining profitability and ensuring compliant submissions.

You will collaborate with Account Executives and Account Managers, gather underwriting information, and educate clients on terms and timelines, contributing to ongoing client relationships and retention.