Alera Group, Inc. · 1 day ago
Employee Benefits Producer
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Responsibilities
Establish and maintain a list of target accounts and centers of influence, developing a strategy for the sales efforts required to penetrate opportunities.
Active prospecting and lead generation (Email, Cold Calling, Networking, Drops, Etc.)
Build a book of business comprised of local, regional, or state-wide clients with various funding methods or complex plan designs or services that require a high level of experience and technical expertise.
Meet or exceed set minimum production goals annually, tracking established revenue of new, lost, and retained business.
Cultivate and maintain executive level relationships with clients.
Responsible for overall client strategy and client satisfaction.
Identify problems, summarize, and develop strategic solutions that incorporate the client’s mission and vision.
Educate and advise clients on innovative solutions available to them in the marketplace.
Keep informed and provide client support on current markets, market trends, legislative requirements and industry changes.
Present client financials and analysis of marketing results. (Financial Analyst Prepares)
Strict adherence to Company and regulatory privacy standards, with a focus on the Health Insurance Portability and Accessibility Act (“HIPAA”).
Qualification
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Required
Minimum 5 years of work experience in sales. Proven track record of sales success.
3+ years of proven industry experience.
Must have or be willing to obtain an active state life/health insurance license.
Basic knowledge of employee wellness plans.
Familiarity with common medical terminology.
Strong rapport building skills.
Exceptional verbal and written communication skills.
Strong organizational skills, attention to detail, and ability to successfully interact at all company levels.
Strong people and decision-making skills.
Ability to adapt to change and develop new processes in a fast-paced, ever-changing environment with enthusiasm.
Proficient in MS Office Suite.
Ability to work independently and see initiatives or issues through to completion.
Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.
Preferred
Salesforce knowledge is a plus
Benefits
Medical
Dental
STD
LTD
Life insurance
401k
Paid time off
Company
Alera Group, Inc.
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally.
Funding
Current Stage
Late StageTotal Funding
$100MKey Investors
Genstar Capital
2023-04-12Private Equity· $100M
2017-01-04Private Equity· undefined
Recent News
2024-06-05
Insurance Business America
2024-06-05
2024-06-05
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