M.E. Wilson Company · 1 week ago
Employee Benefits - Producer
Tampa, FL
Full-time
Onsite
Mid Level
3+ years expM.E. Wilson Company is a leading firm in Employee Benefits, and they are seeking an Employee Benefits Sales Professional. The role involves selling new accounts, renewing existing accounts, and building relationships with clients while meeting annual goals.
Financial ServicesInsurance
Hiring Manager
Santiago Arbelaez, aPHR
Responsibilities
Ability to manage schedules, set appointments with existing and prospective clients, analyze existing exposures and present alternative insurance solutions to fulfill the needs of prospects and clients
Gather information necessary to underwrite and quote each risk
Manage the overall service delivery, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies with direct team/client
Develops sales strategies for increasing target market sales and manages the execution of these strategies
Identifies potential referral sources and develops relationships through personal contact and presentation of the benefits practice’s resources
Qualifies prospects based on practice's guidelines for new business
Utilizes information sources internally and externally to gather appropriate data to properly position M. E. Wilson to prospect/client
Incorporates and regularly practices techniques introduced through sales training to continuously enhance skills and related performance
Ensures that all regulatory requirements are met and complies with all internal policies and procedures
Review and expand coverages to existing accounts
Maintain a current level of knowledge on forms and coverages for all carrier partners
Participate in sales meetings and seminars for skill and knowledge development
Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry
Communicate to all involved parties in a timely, accurate, and professional manner
Ability to work a regular, full-time work schedule at MEW facility(s) and ability to travel on business when required
Perform other duties as required
Qualification
Required
Maintain all required state Life & Health Insurance licenses
3 years' experience in Benefit Sales; or equivalent combination of education and experience
Possess skills necessary to communicate with clients, carriers and prospects concerning Benefits coverage
Ability to maintain a professional manner at all times
Intermediate knowledge of Microsoft Outlook, Excel, Word and additional Microsoft Products
Ability to work as part of a team
Ability to manage schedules, set appointments with existing and prospective clients, analyze existing exposures and present alternative insurance solutions to fulfill the needs of prospects and clients
Gather information necessary to underwrite and quote each risk
Manage the overall service delivery, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies with direct team/client
Develops sales strategies for increasing target market sales and manages the execution of these strategies
Identifies potential referral sources and develops relationships through personal contact and presentation of the benefits practice's resources
Qualifies prospects based on practice's guidelines for new business
Utilizes information sources internally and externally to gather appropriate data to properly position M. E. Wilson to prospect/client
Incorporates and regularly practices techniques introduced through sales training to continuously enhance skills and related performance
Ensures that all regulatory requirements are met and complies with all internal policies and procedures
Review and expand coverages to existing accounts
Maintain a current level of knowledge on forms and coverages for all carrier partners
Participate in sales meetings and seminars for skill and knowledge development
Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry
Communicate to all involved parties in a timely, accurate, and professional manner
Ability to work a regular, full-time work schedule at MEW facility(s) and ability to travel on business when required
Perform other duties as required
Preferred
College degree desirable
Benefits
Medical, Dental, and Vision Insurance
Employer-Sponsored Life Insurance
Long-Term Disability & Employer Sponsored Short-Term
401(k) with Company Match
Generous Paid Time Off (Starts at 4 Weeks)
Company
M.E. Wilson Company
At M.E. Wilson, we believe insurance is more than just a policy—it’s a partnership.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Doug King
CEO
Maryann Sponheimer
Chief Financial Officer
Company data provided by crunchbase