Heffernan Insurance Brokers ยท 6 days ago
Employee Benefits Producer
Heffernan Insurance Brokers is a company focused on providing insurance products related to Employee Benefits services. The Employee Benefits Producer will be responsible for generating interest in these products, supporting clients in selecting their insurance needs, and working closely with the sales team to cross-sell services.
Responsibilities
Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals
Support clients and partner with them when selecting and designing their insurance product needs
Call on to educate and suggest additions or enhancements to existing insurance programs
Meet with existing clients to perform annual reviews of current insurance offering
Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
Work closely with Account Management team to offer quality day to day service to client
Attend industry networking events, trade shows and conventions
Track all sales activity using Huddle
Attend sales meetings, both locally and nationally as necessary
Attend ongoing industry continuing education courses to improve technical knowledge
Develop long-term relationships with clients, carriers, and HIB Producers
Special projects and other duties as assigned
Qualification
Required
Must hold a Life and Health insurance license
Strong knowledge of Employee Benefits
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Strong analytical and problem-solving skills
Thorough understanding of equipment, product, industry, and/or services provided to clients
High School graduate required
Excellent communication skills, both verbal and written
Must be highly organized
Must be a team player and enjoy a team-based work environment
Must be proficient in MS Office, notably Outlook, PowerPoint, Excel
Must embody the Heffernan Habits as illustrated herein
Preferred
5+ years of relevant industry experience preferred
Sales experience preferred
Benefits
Comprehensive benefits package
Discretionary annual incentive program
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Recent News
2025-12-15
Company data provided by crunchbase