Benefits Producer

At PCF Insurance Services, our commitment to excellence in risk management, benefits design, and a broad array of insurance solutions has made us a leader in the industry.

Being ranked #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property / Casualty Agencies demonstrates our dedication to world-class service and unparalleled solutions for our clients.

Our strategic blueprint centers on investing in the success of our partners, team members, clients, carriers, and shareholders.

As the #1 Fastest-Growing Company in Utah for three consecutive years and with a presence in over 140+ businesses across the country, we offer enhanced market access and an ever-expanding network of industry-leading talent.

Join us at PCF Insurance Services, where your career can progress within our dynamic and inclusive work environment.

Increase your chances of an interview by reading the following overview of this role before making an application.

Andreini & Company (Part of PCF Insurance Services Network) encompasses over 160 insurance professionals and 11 offices strategically located throughout California, Oklahoma, Texas, and North Carolina.

We are considered a generalist in the types of business we write. That is clear in the wide variety of niche industries we successfully service year after year : agriculture, transportation, aviation, technology, oil & gas, construction, furniture manufacturing, RV dealers, equine mortality, waste management, home healthcare, and many more.

At Andreini & Company, we take the time to understand our clients’ needs and business objectives to offer a customized approach tailored to fit each client.

This vision continues to steer us. We work hard to preserve the company’s historic dedication and commitment to delivering innovative insurance solutions and providing a superior level of customer service.

Job Summary : As a Benefits Producer at Andreini & Company, you will be responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales for Health and Benefits.

The Benefits Producer will work closely with client service and production teams to coordinate effective and efficient delivery of client services and provide data analysis, forecasting, and evaluations of benefits plans.

Duties and Responsibilities :

• Identify, qualify, and develop health insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.

Anticipate, respond to, and follow up on all existing client needs.

• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Stay informed regarding industry information; new product / product developments, coverages, legislation, technology to continuously improve knowledge and performance.

Qualifications :

• Valid California state Life and Health Insurance License.
• 3-5 years of Health and Benefits Insurance experience.
• Advanced professional designations such as Certified Self Funded Specialist Designation, CEBS, GBA, PHR, and CLU preferred.
• Demonstrate strong knowledge of employee benefits insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and possess technology and computer proficiency including agency management systems.

PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination.

It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities.

Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law.

Discrimination based on any of these factors is contrary to our operating philosophy.

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