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Alera Group, Inc. · 2 weeks ago

Employee Benefits Producer

Portland, OR

Full-time

Hybrid

Mid Level

$70K/yr - $500K/yr

3+ years exp

Alera Group, Inc. is a rapidly growing company specializing in Employee Benefits and other financial services. The Employee Benefits Producer will be responsible for driving new business opportunities, managing client relationships, and collaborating with various departments to enhance customer acquisition and satisfaction.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Build and manage a book of business with local, regional, or state-wide clients, utilizing various funding methods and complex plan designs

Engage in active prospecting and lead generation through various channels (email, cold calling, networking)

Establish and maintain a list of target accounts and centers of influence, developing a strategy for the sales efforts required to penetrate opportunities

Meet and exceed company and personal metrics for business development and new business sales and retention

Cultivate and maintain executive-level relationships with clients, ensuring overall client satisfaction

Identify client challenges and develop strategic solutions aligned with their mission and vision

Educate clients on innovative market solutions and provide support on current market trends and legislative changes

Present client financials and marketing analysis, ensuring clear communication and understanding

Qualification

Life/Health Insurance LicenseProfessional Sales ExperienceEmployee Benefit Plans KnowledgeMS Office Suite ProficiencySalesforce FamiliarityCommunication SkillsOrganizational SkillsAdaptability

Required

Bachelor's degree or equivalent combination of education and experience

Current life/health insurance license or willingness to obtain

3+ years of professional sales experience with a proven track record in generating new business

Basic knowledge and familiarity of employee benefit plans

Strong verbal and written communication skills with the ability to build rapport with clients and C-suite executives

Exceptional organizational skills and attention to detail

Ability to adapt to a fast-paced, changing environment and maintain enthusiasm

Proficiency in MS Office Suite; familiarity with Salesforce is a plus

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

Much more

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees