Legacy Risk Solutions · 3 months ago
Benefits Producer
Legacy Risk Solutions is seeking candidates for the position of Benefits Producer in its PointeNorth Insurance Division. The role involves prospecting and acquiring new business revenue through sales to clients, while maintaining relationships and providing excellent customer service.
Commercial InsuranceInsuranceInsurTech
Responsibilities
Prospects, develops, proposes and acquires new business revenue through sales to new and existing clients
Create and maintains prospect list by developing and building professional contacts and networking
Adheres to Company best practices and processes to obtain and maintain accurate information from prospects and clients; including completed applications, supplemental questionnaires, risk surveys, and other related documentation in order to provide complete, comprehensive submissions and quotes
Works effectively with Service Team to provide prompt and professional customer service to retain clients
Accurately documents client files and electronic files with client discussions, quotes, and coverage needs into company data management system
Develops and maintains relationships with underwriters
Renews existing clients every year
Cross sells corporate clients property & casualty, personal insurance and benefits policies
Participates in professional development activities to continue improving knowledge base needed for employee benefits
Assists in other projects or duties as assigned or required
Performs other related duties and tasks as necessary or as assigned
Qualification
Required
High School diploma or equivalent
Active Life, Accident & Health license required
Persistent desire to succeed, competitive drive
Proficient skill level with computer programs including: Microsoft (Word, Excel, Outlook) Suite, and other Agency or Data Management systems
Ability to provide solutions and creative ideas to handle sales opportunities and difficult situations
Excellent oral and written communication skills to articulate key information
Strong Interpersonal skills
Self-motivated, self-managing, strong work ethic
Capable of maintaining long-term relationships with clients
Preferred
College degree preferred
3 years of benefits commission sales experience preferred
Benefits
Health, dental, and vision benefits package
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Critical Illness, etc.
Generous PTO package
Company
Legacy Risk Solutions
Legacy Risk Solutions is a network of independent insurance agencies offering personalized insurance solutions.
Funding
Current Stage
Growth StageRecent News
2025-04-10
Company data provided by crunchbase