Benefits Consultant
Towne Insurance, Charlotte, NC, United States
Join us at Towne Insurance! Your career. Your future. Your Towne.
Towne Insurance is hiring a Benefits Consultant to join our Charlotte, NC team. The Benefits Consultant role is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and personal relationships.
About the Role
Cultivate multiple referral sources and keep a pipeline of leads, and contact leads in a timely manner.
Generate new sales through needs-based analysis and consultative approach to determine clients’ needs to meet group goals.
Work with an Account Manager and team to obtain carrier quotes, prepare proposals and plan materials, and renew and enroll groups.
Present proposals to clients and conduct open enrollment meetings with the account management team.
Maintain up-to-date knowledge of products, regulations, and technology.
Call on clients regularly to build and maintain ongoing relationships.
Retain current business.
Provide exquisite client service.
Ensure that technology is current with prospect and pipeline information, group information, commission, and production credit.
Oversee and manage team members.
Provide opportunities for training and development to new hires and existing employees as necessary.
Attend office and company meetings as necessary.
Skills and Experience You’ll Need
Excellent interpersonal skills and highly skilled in developing and fostering relationships with clients, insurance carriers, team members, and the community.
Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and concisely.
Detail-oriented with strong analytical and problem-solving abilities.
Possess technical expertise plus good analytical and problem-solving skills.
Professional appearance and attitude.
Responsive engagement with clients, carrier representatives, Towne Benefits, and other Towne Bank team members.
Strong decision-making ability.
Must be dependable, reliable, and punctual.
Bonus Points If You Have
Prior sales experience desired.
Bachelor's degree in business, finance, accounting, or marketing preferred.
Two or more years of experience in the employee benefits or related industry preferred.
Strong community relationships and areas of interest to complement insurance competency.
What We Offer
Excellent growth and advancement opportunities
Competitive pay based on experience
Health, vision, dental, and Employee Assistance Program
Paid time off to include holidays, PTO, sick leave, and bereavement
Profit Sharing
Continuing education opportunities
401K & Employer Matching
Employee discounts
Identity theft protection
Tuition Reimbursement
Paid Training Opportunities
Paid Parental Leave
Wellness Plan
Volunteer Opportunities
#J-18808-Ljbffr
Towne Insurance is hiring a Benefits Consultant to join our Charlotte, NC team. The Benefits Consultant role is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and personal relationships.
About the Role
Cultivate multiple referral sources and keep a pipeline of leads, and contact leads in a timely manner.
Generate new sales through needs-based analysis and consultative approach to determine clients’ needs to meet group goals.
Work with an Account Manager and team to obtain carrier quotes, prepare proposals and plan materials, and renew and enroll groups.
Present proposals to clients and conduct open enrollment meetings with the account management team.
Maintain up-to-date knowledge of products, regulations, and technology.
Call on clients regularly to build and maintain ongoing relationships.
Retain current business.
Provide exquisite client service.
Ensure that technology is current with prospect and pipeline information, group information, commission, and production credit.
Oversee and manage team members.
Provide opportunities for training and development to new hires and existing employees as necessary.
Attend office and company meetings as necessary.
Skills and Experience You’ll Need
Excellent interpersonal skills and highly skilled in developing and fostering relationships with clients, insurance carriers, team members, and the community.
Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and concisely.
Detail-oriented with strong analytical and problem-solving abilities.
Possess technical expertise plus good analytical and problem-solving skills.
Professional appearance and attitude.
Responsive engagement with clients, carrier representatives, Towne Benefits, and other Towne Bank team members.
Strong decision-making ability.
Must be dependable, reliable, and punctual.
Bonus Points If You Have
Prior sales experience desired.
Bachelor's degree in business, finance, accounting, or marketing preferred.
Two or more years of experience in the employee benefits or related industry preferred.
Strong community relationships and areas of interest to complement insurance competency.
What We Offer
Excellent growth and advancement opportunities
Competitive pay based on experience
Health, vision, dental, and Employee Assistance Program
Paid time off to include holidays, PTO, sick leave, and bereavement
Profit Sharing
Continuing education opportunities
401K & Employer Matching
Employee discounts
Identity theft protection
Tuition Reimbursement
Paid Training Opportunities
Paid Parental Leave
Wellness Plan
Volunteer Opportunities
#J-18808-Ljbffr