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Strate Insurance Group, Inc. · 4 months ago

Employee Benefits Sales Producer

Keyes - 5900 Tamarac, Tamarac, FL, US

Full-time

Onsite

Mid Level

Strate Insurance Group, Inc. is a leading insurance agency in South Florida specializing in Employee Benefits. They are seeking a licensed Employee Benefits Sales Producer responsible for developing and implementing sales strategies to sell Employee Benefits programs to businesses.

Auto InsuranceCommercial InsuranceHealth InsuranceLife Insurance

Responsibilities

Proactively engage with prospects by initiating contact, scheduling appointments, delivering sales presentations, and closing new business opportunities

Maintain and update a targeted prospect list within the agency’s CRM system

Assist in collecting and organizing data for assigned account renewals in accordance with agency procedures

Lead and participate in Renewal and Open Enrollment processes, including conducting in-person and virtual meetings. Ensure timely delivery of policies and binders per agency standards

Attend sales seminars, company sales meetings, or educational activities to improve sales techniques and stay up to date on the latest developments in the marketplace

Manage or participate in any special projects at management’s request

Perform field underwriting of new risks and place them with the appropriate insurance carriers

Handle client communications, including phone calls, emails, and texts, in a timely and professional manner, ensuring compliance with both agency and carrier guidelines

Local travel is required to support client meetings and business development activities

Perform additional duties as assigned

Qualification

Florida 2-15 Life & Health LicenseB2B Sales ExperienceCRM Software ProficiencyMicrosoft Office SuiteAgency Management SystemsRisk Assessment KnowledgeBilingual in SpanishVerbal Communication SkillsWritten Communication SkillsOrganizational SkillsTime Management SkillsAttention to Detail

Required

Must possess a valid Florida 2-15 Life & Health Insurance License or be willing to obtain the license upon being hired

Proven track record of selling in a Business-to-Business environment

Proficient in Microsoft Office Suite, CRM software, document management tools, and carrier proprietary systems

Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight

Excellent verbal and written communication skills, along with strong organizational and time management abilities

Highly self-motivated and capable of working independently with minimal supervision

Demonstrates exceptional attention to detail and accuracy in all work

Committed to maintaining confidentiality of financial, employee, and client information

Preferred

Familiarity with self-insurance medical programs

Familiarity with risk assessment and risk management techniques

Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency

Bilingual proficiency in Spanish is highly valued to better serve our diverse customer base