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
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