Group Benefits Sales Specialist

Peoples First Insurance; Panama City (FL); Hybrid; USD 45,000 - 50,000; Full time

Job summary

Peoples First Insurance is seeking an experienced Group Benefits Producer for the PFI Panama City Corporate Office in Panama City, FL. This full-time role (30+ hours/week) focuses on selling Group Life and Health insurance products to new and existing accounts.

The position requires 1–3 years of sales experience in insurance, an active 2-15 license, and excellent communication skills. You will generate revenue through proactive outreach, prepare proposals, rate, quote, and close new business

Qualifications

• 1-3 years sales experience in insurance or industry related field required.
• Active 2-15 License is required.
• Excellent communication and relationship-building ability.

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.

Skills

Strong communication

Customer service

Multi-tasking

Organizational skills

Education

High School Diploma or Equivalent

2-15 Insurance License

Tools

Agency management system

Job description

Peoples First Insurance is seeking an experienced Group Benefits Producer for the PFI Panama City Corporate Office in Panama City, FL. This full-time role (30+ hours/week) focuses on selling Group Life and Health insurance products to new and existing accounts.

The position requires 1–3 years of sales experience in insurance, an active 2-15 license, and excellent communication skills. You will generate revenue through proactive outreach, prepare proposals, rate, quote, and close new business