GROUP BENEFITS PRODUCER

Royal American; Panama City, Northern (FL, KY); Hybrid; USD 45,000 - 50,000; Full time

Job summary

Royal American in Panama City, FL is seeking an experienced Group Benefits Producer to generate revenue through the sale of Group Life and Health insurance products. This role requires strong communication skills and knowledge of insurance products, with the ability to pursue and close sales for new and existing Group Benefits accounts.

The candidate must have excellent attendance, build lasting relationships, and maintain professionalism while meeting agency guidelines and regulatory

Qualifications

• 1-3 years sales experience in insurance or related field.
• Active 2-15 License is required.
• High School Diploma or Equivalent.

Responsibilities

• Prospect new business by phone, mail, referral or other marketing techniques.
• Follow up on referrals within designated time frame.
• Develop and convey formal proposals of insurance including coverages, limits, deductibles.
• Submit, rate, quote and place quality new business.
• Negotiate coverage and pricing to provide best value to the client.
• Communicate effectively with customers, agency and company personnel.
• Conduct client and prospect appointments to assess insurance needs and renewals.
• Introduce Account Manager roles to clients and involve them as a valued team member.
• Support Group Benefits and cross-sell qualifying business.
• Comply with licensing, sales, and service regulations and maintain documentation.

Skills

Excellent communication

Customer service

Proficient computer skills

Multi-tasking

Organizational skills

Education

High School Diploma or Equivalent

2-15 Insurance License

Job description

Job Details Level: Experienced Job Location: PFI Panama City Corporate Office - Panama City, FL 32405 Position Type: Full-Time (30 + hours/week) Education Level: 2-15 Insurance License Salary Range: $45,000.00 - $50,000.00 SalaryTravel Percentage: Not applicable Job Shift: Days Job Category: Sales

The Group Benefits Producer generates revenue through the sales of Group Life and Health insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Group Benefits accounts.

The Group Benefits Producer is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Essential Job Duties and Responsibilities:

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
• Follow up on referrals provided by agency team within designated time frame.
• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
• Submit, rate, quote and place quality new business in accordance with agency and company appetites.
• Negotiate coverage and pricing to provide the best value to the client.
• Communicate effectively with customers, agency and company personnel.
• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.
• Introduce Account Manager roles to clients and involve them as a valued member of the agency team.
• Support Group Benefits and other sales efforts through a mutual referral network to cross sell qualifying business.
• Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.
• Comply with all regulatory requirements regarding licensing, sales and service of Group Life & Health business.
• Complete and maintain required reports and attend all sales meetings as required.
• Keep informed of industry developments through community involvement and continuing education.
• Perform other specific duties and projects as assigned by agency management.

Knowledge, Skills and Abilities (KSAs):

• Solid personal character, including strong work ethic, great attitude, and willingness to assist others
• Proficient computer skills, as well as excellent multi-tasking, and organizational skills
• Exceptional customer service skills

Education and Experience:

• High School Diploma or Equivalent
• 1-3 years sales experience in insurance or industry related field required.
• Active 2-15 License is required

Physical Demands:

• Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
• Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
• Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday