Primary Role

Generate revenue through the sales of Employee Benefits insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Employee Benefits accounts.

Job Functions:

• Achieve objectives established in annual producer sales plan.

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.

• Follow up on referrals provided by agency team within designated time frame.

• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.

• Submit, rate, quote and place quality new business in accordance with agency and company appetites.

• Negotiate coverage and pricing to provide the best value to the client.

• Communicate effectively with customers, agency and company personnel.

• Provide complete and accurate underwriting information to agency and company personnel.

• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.

• Introduce Account Executive and Account Manager roles to clients and involve them as a valued member of the agency team.

• Support sales efforts through a mutual referral network to cross sell qualifying business.

• Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions and all HIPAA compliance guidelines.

• Comply with all regulatory requirements regarding licensing, sales and service for Employee Benefits business.

• Work effectively as a member of a production team in coordination with management and customer service representatives to achieve agency goals. Provide outstanding service in a professional and courteous manner.

• Complete and maintain required reports and attend all sales and Employee Benefits meetings as required.

• Keep informed of industry developments through review of trade press, attending carrier training meetings, and continuing education.

• Perform other specific duties and projects as assigned by agency management.

Knowledge and Skills:

• Extensive working knowledge of industry legislative and compliance issues

• Experience managing alternative funding arrangements, self-insured benefit plans, Taft-Hartley Trust, Tribal or other specialized business expertise

• Excellent communication, presentation and writing skills required

• Exceptional abstract reasoning and analytical abilities

• Demonstrated ability to exercise good judgment in stressful situations

• Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude

• Expertise in Microsoft Office Suite - specifically Word, Excel & PowerPoint

• Project Management experience a plus

• Experience managing confidential information (HIPAA)

• Pleasant ‘can-do’ customer service attitude

• High level of personal initiative, integrity and professional ethics

• Ability to work respectfully with diverse populations both internally and externally

• Commitment to on-going professional continuing education

Experience and Education

• Prior sales experience preferred, but not necessary

• Ability to satisfy the needs of the customer, both internal and external.

• Strong sales, negotiation, and decision making skills.

• Excellent leadership ability.

• Ability to interact and communicate effectively with agency team, company staff, prospects and customers.

• Willingness to learn and perform new duties and responsibilities.

• College Degree, or equivalent job experience

• Minimum 5 years’ experience working with Employee Benefits Programs in a brokerage or equivalent setting

• Applicable state life and health license (or ability to obtain within 6 months of hire)

• Maintain professional designation(s) (RHU, REBC, CEBS, etc.)

Physical Requirements:

• Must be able to lift up to 40 pounds

Other Requirements:

• Day and overnight travel may be required

• Dependable personal transportation

• Valid/Current driver’s license and proof of insurance

Department Sales

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.