Benefits Consultant jobs in United States
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Towne Insurance · 2 hours ago

Benefits Consultant

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Benefits Consultant role involves generating new sales, maintaining client relationships, and collaborating with the account management team to deliver exceptional client service.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

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

Qualification

LifeHealth licenseSales experienceAnalytical skillsInterpersonal skillsProfessional appearanceCommunication skillsProblem-solving skillsDecision-making ability

Required

Active Virginia or North Carolina Life and Health license or ability to obtain within six months of hire
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

Preferred

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

Benefits

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

Company

Towne Insurance

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Towne Insurance is a premier independent insurance agency that provides solutions for businesses, individuals, and community organizations. It is a sub-organization of TowneBank.

Funding

Current Stage
Growth Stage

Leadership Team

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Doug Russell
President & Chief Executive Officer
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Boyd Griffin
Chief Financial Officer
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Company data provided by crunchbase