Inside Sales Benefits Producer - PEO & Group Plans Expert

The Jonus Group; New York (NY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

The Jonus Group is seeking an experienced Inside Sales Employee Benefits Producer to support the growth of its Employee Benefits division in the Tri-State area (NY, NJ, CT). You will cross-sell benefits solutions to an existing Commercial P&C client base and identify new opportunities through proactive outreach and relationship building.

The role requires knowledge of regional employee benefits markets, PEO structures, and familiar with Salesforce and Applied Epic.

Qualifications

• Proven experience in employee benefits sales, inside sales, business development, or benefits consulting within an insurance agency or brokerage environment.
• Experience with Salesforce and Applied Epic required.
• Strong understanding of the regional employee benefits carrier marketplace and PEO structures.
• Experience selling group medical, dental, vision, life, disability, and voluntary benefits products.
• Ability to identify and develop cross-selling opportunities within an existing Commercial P&C client portfolio.
• Excellent organizational and time-management skills with the ability to manage multiple opportunities.

Responsibilities

• Identify and develop employee benefits cross-selling opportunities within an established Commercial P&C client portfolio.
• Proactively engage existing clients through phone calls, emails, virtual meetings, and relationship-building activities to generate new business.
• Evaluate client needs and recommend appropriate group health, dental, vision, life, disability, and voluntary benefits solutions.
• Develop customized benefits strategies for small and midsize businesses, including traditional group plans, PEO arrangements, and alternative benefits structures.
• Educate clients on PEO models, including advantages, limitations, cost structures, and suitability based on business needs.
• Leverage knowledge of regional employee benefits carriers, products, underwriting guidelines, and market options to deliver competitive solutions.
• Prepare proposals, conduct benefits reviews, explain plan comparisons, and present recommendations to business owners and key decision-makers.
• Utilize Salesforce to manage prospects, track sales activities, maintain an organized pipeline, and monitor new business opportunities.
• Maintain accurate client information, document activities, and coordinate with internal account management teams using Applied Epic.
• Collaborate with Commercial P&C producers and account managers to identify cross-selling opportunities and strengthen existing client relationships.
• Build and maintain strong relationships with clients, carrier representatives, and internal stakeholders.
• Conduct business primarily through inside sales channels while participating in in-person client meetings as needed.
• Stay informed about employee benefits industry trends, regulatory changes, and emerging market solutions.

Skills

Employee benefits sales

Inside sales

Relationship management

Negotiation

Prospecting

Consultative selling

Communication

Time management

Self-motivated

Education

Active Life & Health insurance license

Tools

Salesforce

Applied Epic

Job description

The Jonus Group is seeking an experienced Inside Sales Employee Benefits Producer to support the growth of its Employee Benefits division in the Tri-State area (NY, NJ, CT). You will cross-sell benefits solutions to an existing Commercial P&C client base and identify new opportunities through proactive outreach and relationship building.

The role requires knowledge of regional employee benefits markets, PEO structures, and familiar with Salesforce and Applied Epic.