First United Bank and Trust is hiring: Insurance Employee Benefits Producer in A

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. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job Title: Insurance Employee Benefits Producer

Job Description

JOB SUMMARY

Work with company owners, presidents, CEOs, controllers, human resources professionals, and executive directors to tailor employee benefit and human resources programs. Spend a significant portion of your time seeking out new business. Build and maintain relationships with a large network of contacts 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 lifecycle 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 strong and active new business pipeline in line with company goals.
• Develop and maintain relationships with individuals responsible for insurance and risk management decisions at prospective clients.
• Participate in and take leadership roles in targeted industry or community associations and/or boards.
• Execute sales strategies and develop 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 proactively.
• Support the client management team in the renewal process, including participating in renewal meetings and reviewing renewal strategies.
• Lead and participate in Client Service Meetings.

Qualifications & Skills:

• Minimum of 3 years of employee benefits experience, mostly in sales within an employee benefits brokerage/consulting firm, insurance carrier, or TPA.
• Proven success in developing pipelines, effective sales strategies, and maintaining a client-centric reputation.
• Knowledge of employee benefits, wellness, healthcare, and related products like Health, Dental, Vision, Life, LTD, STD, and work site.
• Experience in creating service and value propositions, sales marketing, technical insurance knowledge, pipeline management, and cross-selling.
• Ability to multitask in a fast-paced environment with initiative and self-motivation.
• Leadership skills to manage and inspire others.
• Excellent communication and interpersonal skills.
• Proficiency in company software including Salesforce, Microsoft Word, Excel, and internet navigation.
• Willingness to travel.
• Bachelor's degree preferred.
• Valid State-relevant Insurance licenses.

Note: This job description is not exhaustive. Employee may perform other duties as assigned to meet organizational needs.

All Locations:

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

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

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

#J-18808-Ljbffr