Towerstreetinsurance
Employee Benefits Producer Job at Towerstreetinsurance in Dallas
Towerstreetinsurance, Dallas, TX, US, 75215
Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Employee Benefits Insurance Producer to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive employee benefits insurance knowledge; as well as valued the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions
Grow and maintain a book of business for group employee benefits accounts
Act as the Account Executive on client accounts
Establishes Strategic Plan for clients
Establishes general expectations for the service model
Responsible for consistent direct prospecting for new customers, developing prospecting programs, and using all means available including, but not limited to, direct phone calls, drop-in calls, networking, social media, and referrals to generate and maintain an active client pipeline
ReCoordinate production efforts with marketing and service personnel, as needed
Responsible for collecting appropriate data from group prospects to obtain accurate proposals from insurance carriers or administrators
Conduct regular meetings with an assigned team of account managers, or other support colleagues, to keep them abreast and informed of client issues, upcoming proposals, presentations, enrollments, and renewals
Identify and communicate potential cross-selling opportunities for both commercial and personal lines
Exhibit leadership by fostering teamwork with all colleagues in the agency
Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry
Attend sales seminars and educational training activities needed to improve sales techniques, stay up to date on the latest developments in the marketplace, and maintain required licenses
Review all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Required Skills
Ability to obtain a thorough understanding of group employee benefits underwriting and coverage and interpret abstract data
Self-motivated, with the initiative to prioritize and be self-directed
Superior written and verbal communication and presentation skills.
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Regular and punctual attendance is required for designated office days
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Required Qualifications
3-5+ years in employee benefits insurance brokerage or related business-to-business sales experience
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
College degree – preferred or related work experience
Must hold a Health & Life Insurance License or be willing to obtain one within an agreed-upon timeframe.
Company Benefits
A company with a Strong Brand and Positive Culture
Competitive Pay (base salary + commissions)
Paid Holidays
401K plan with a discretionary company match
#J-18808-Ljbffr