Benefits Insurance Sales- Group Medical Producer

Company Name:
Company Confidential
BA_BIS-GMP - Benefits Insurance Sales- Group Medical Producer
1. Gather the necessary information to properly market new and renewal business
2. Analyze carriers and provide options to customers and prospects to help them formulate a benefits program that meets their eneds
3. Conduct in person client presentations
4. Effect changes in coverage as requested and needed by customer.
5. Prepare and coordinate announcement material for enrollment process for sold or transferred business.
6. Work with carrier representative to coordinate activity for a smooth implementation of new plans.
7. Perform periodic service calls on all accounts to make sure the plan in place continues to meet goals
8. Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.
9. Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business.
10. Assist in preparation of open enrollment materials: rate matrixes, employee handbook, employee communication, & appropriate change / enrollment forms.
11. Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.
Qualifications and Requirements:
o Maintain an in force State of California agent's license in Health and Life.
o ACA Certification
o Possess excellent verbal and written communications skills
o Intermediate knowledge of Microsoft Word, Excel and PowerPoint
o Strong organizational skills, high attention to detail, responsive and self-motivated.
o Team player and task oriented
We are looking to hire a full time Benefits Producer who has the desire to grow with our agency. Located in Campbell, our office offers an opportunity to work in a busy and stimulating work environment with long-term potential. We are an established business with a great reputation and a deep commitment to our customers.
Prior benefits sales experience is a plus but not required if you have 3+ years in benefits account management or marketing.
Assist customers in building a benefits program that meets their company's specific needs.
Help keep customers informed about compliance with ACA regulations
Be an integral part of the team to fulfill our promise of providing high quality service. Listen to customers and team members to identify needs and find solutions that meet those specific needs.
Generate new business through networking, cold calling, and other marketing programs.
Maintain a high retention ratio by providing excellent service and frequent communication with customers new and old.

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