Insurance Employee Benefits Producer

First United Bank; Plano (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

First United Bank is seeking an Insurance Employee Benefits Producer to grow our benefits offerings. You will work with business leaders and HR professionals to tailor employee benefit programs and drive new business, while maintaining strong client relationships and contributing to renewal strategies.

The role emphasizes selling health, dental, vision, life, and other benefits, alongside proactive client advisory and revenue growth.

Qualifications

• 3+ years employee benefits sales experience.
• Proven pipeline development and client relationship skills.
• Knowledge of health, dental, vision, life, LTD/STD products.
• Strong communication, presentation and leadership abilities.

Responsibilities

• Drive new business generation and manage client relationships through the full sales cycle.
• Collaborate with Sales Leader to set and achieve goals; coordinate with client service teams.
• Identify and qualify Middle Market prospects for new business opportunities.
• Build and maintain a robust sales pipeline aligned with company targets.
• Develop and maintain relationships with decision-makers in prospective client organizations.
• Lead client service meetings and contribute to renewal strategy discussions.

Skills

Employee benefits sales

Pipeline development

Client relationship management

Cross-selling

Salesforce

Microsoft Excel

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Word

Excel

Job description

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

Position Job TitleInsurance Employee Benefits Producer Job Description Work with company owners, presidents, CEO’s, controllers, human resources professionals and executive directors to tailor employee benefit and human resources programs. Spends a significant portion of their time seeking out new business. Builds and maintains relationships with a large network of contacts in order to facilitate new business production.

KEY FOCUS AREAS

Employee Benefits Sales & Retention

Primary duties & responsibilities include, but are not limited to:

• Drive new business generation and manage the client relationship life-cycle from lead generation through proposal and close to post-sales service.
• Work closely with Sales Leader to set and achieve sales goals and with client service team members to ensure the delivery of superior service.
• Identify and qualify Middle Market prospects for business from potential clients.
• Maintain a consistently strong and active new business pipeline in line with company goals.
• Develop new and maintain existing relationships with individuals responsible for insurance and risk management decisions at prospective clients.
• Actively participate in and take leadership roles in targeted industry or community associations and/or boards.
• Execute sales strategies and develop unique prospect programs.
• Provide proactive advice to prospects and clients on potential exposures and suggest ways to positively impact the client’s bottom line, including resolving client issues before they become problems.
• Actively support the client management team in the renewal process, including participating in renewal meetings and reviewing and providing feedback on renewal strategy.
• Participate in and lead Client Service Meetings.

Qualifications & Skills

Minimum of 3 years employee benefits experience, most of it in a sales role in an employee benefits brokerage/consulting firm, insurance carrier or TPA.

Proven track record of successfully developing a pipeline, delivering effective sales strategies and a reputation as a client-centric sales professional.

Comprehensive working knowledge of employee benefit, wellness, consumer-driven healthcare and disease management principles and methods of selling products such as Health, Dental, Vision, Life, LTD, STD and work site.

Demonstrable evidence of track record of success in composing services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management; and cross-selling.

The ability to multi-task in a fast paced and dynamic environment where initiative and self-motivation are required, as is the ability to work in a client-centric strategic and decisive manner according to tight deadlines.

Demonstrable leadership skills and the ability to manage, direct and inspire others.

Excellent communication (written, verbal and oral) skills and interpersonal skills essential.

Ability and desire to work in a company with a strong corporate culture and varied personalities.

Proficiency in the use of company-sanctioned software, including core knowledge of Sales Force, Microsoft Word and Excel as well as the navigation of the Internet.

Ability to travel required.

Bachelor’s degree preferred.

Valid State-relevant Insurance license(s).

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations

Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood, Tulsa

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

First United Bank is a family-friendly organization with strong ties to the communities we serve.

We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest.

And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization.

As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment!

The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

We look forward to meeting you and wish you the best in your career!