Overview
Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD.
We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.
Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We are looking for a Senior Employee Benefits Consultant to join our Employee Benefits Sales team.
Responsibilities
Production of New Business
- Meet annual Sales Goals with a focus on Mid-Market opportunities
- Cross sell other Univest lines of business-banking, investments, etc.
- Develop relationships with centers of influence
- Community involvement
- Develop referral sources
- Cold-Calling
- Maintain prospect database
- Meet with prospects to determine insurance needs
- Present capabilities and close sale
- Assist in transfer of BOR
- Maintain production reports and attend all sales meetings as required
Retention of Existing Business
- Maintain relationship with existing clients, serving as primary contact / team lead.
- Negotiate with carriers at renewal
- Create renewal presentations, lead renewal meetings alongside Account Management Team
- Provide Strategic Direction of Account
- Work with Account Management team on Wellness Initiatives, Compliance, Employee education
- Adhere to established workflows, support Account Management
Miscellaneous Responsibilities
- Support Practice Leader in developing and maintaining carrier relationships
- Participate in team selling situations with other consultants and support staff
- Promote agency and insurance industry within the community
- Perform other specific duties as assigned
- Follow Univest Way Fundamentals
- Responsible for compliance with laws and regulations that
Senior Employee Benefits Consultant
Senior Employee Benefits Consultant. Minimum of 7+ years of Employee Benefits industry experience. At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change an...
Employee Benefits Consultant
We are looking for professional, highly ambitious, and motivated leaders to be a part of our Employee Benefits Sales team. At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment...
Senior Consultant- Employee Benefits
The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Consultant is a ...
Senior Employee Benefits Consultant
Senior Employee Benefits Consultant. At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Our employees are encouraged to work collaborat...
Senior Benefits Consultant- Pennsylvania
Full Benefits (Medical, Dental Vision). ...
Sr. Consultant-Employee Benefits
The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Consultant is a ...
Senior Client Employee Benefits Advisor
The Senior Client Employee Benefits Advisor will be a member of the Firm’s Employee Benefits Practice Group (EBPG) and will be supervised by partner in the practice group for whom this individual provides support. Our Senior Client Employee Benefits Advisors are directly and deeply involved in worki...
Senior Benefit Consultant - Voluntary Benefits (MMA East)
Marsh & McLennan Agency offerspetitive salaries andprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. Senior Benef...
Senior Employee Benefits Account Manager
Employee Benefits Account Manager. We have an exciting opportunity for anyone with Employee Benefits Account Executive experience in the Philly area. Looking for someone with 5+ years’ employee benefits experience. Must be well-experienced with all Benefits – Medical, Vision, Dental, Life, Ancillary...
Senior Government Healthcare Financial Consultant
Government Healthcare Financial Consultant. The Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with...