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First United Bank · 1 day ago

Insurance Employee Benefits Producer

Plano, TX

Full-time

Onsite

Mid Level

3+ years exp

First United Bank is seeking an Insurance Employee Benefits Producer to work with company leaders to tailor employee benefit programs. The role involves driving new business generation, managing client relationships, and providing proactive advice to clients on insurance and risk management.

BankingFinancial ServicesInsuranceLending

Responsibilities

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

Qualification

Employee Benefits SalesClient Relationship ManagementSales Strategies DevelopmentPipeline ManagementInsurance KnowledgeLeadership SkillsMulti-taskingSoftwareClient-centric ApproachCommunication SkillsTeam CollaborationSelf-motivation

Required

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

Valid State-relevant Insurance license(s)