
Website First United Bank
Complete job details.
Come Work with Us!
At First United, we have a wonderful team of nice and bright people who inspire us. As a learning company, we are proud to provide great chances for workers to grow and pursue their interests. This is one of the many reasons First United has been recognized as one of the best places to work in Oklahoma since 2009! Visit this page to learn more about First United’s culture and the perks of working here. Next, go to our “Get Started” section to begin your journey with First United.
The Job
Job Title: Insurance Employee Benefits Producer Job Description
JOB SUMMARY
Work with company owners, presidents, CEO’s, controllers, human resources workers and executive directors to create employee benefit and human resources programs. They spend a lot of their time looking for new business opportunities. Creates and keeps connections with many people to help generate new business.
Main Areas of Focus
Employee Benefits Sales & Retention
- Your main tasks include finding new clients, managing the relationship with them from the first contact to making a proposal, closing the deal, and providing service after the sale.
- Collaborate with the Sales Leader to set and reach sales goals, and work with the client service team to provide excellent service.
- Find and evaluate middle market possible clients for business opportunities.
- Keep a strong flow of new business opportunities that matches the company’s goals.
- Build new and keep current connections with people in charge of insurance and risk management at potential clients.
- Get involved and take charge in important business or neighborhood groups and boards.
- Implement sales plans and create special programs for potential customers.
- Give helpful information to future and current clients about possible risks and recommend ways to improve their profits. Also, help solve their issues before they escalate into bigger problems.
- Help the client management team with the renewal process by joining renewal meetings and giving thoughts on the renewal plan.
- Join and lead meetings with clients.
Qualifications and Skills:
- Minimum of 3 years employee benefits experience, most of it in a sales job in an employee benefits brokerage/consulting company, insurance carrier or TPA.
- You have a strong history of building great sales processes, creating effective sales strategies, and being known for putting clients first.
- Comprehensive working understanding of employee benefit, wellness, consumer-driven healthcare and disease management concepts and ways of selling goods such as Health, Dental, Vision, Life, LTD, STD and work site.
- Proven history of success in creating services and value offers, developing sales and marketing strategies, understanding insurance and risk management products, managing sales pipelines, and selling multiple goods to customers.
- You should be able to handle multiple tasks in a busy setting. It’s important to take initiative, stay motivated, and focus on clients while making quick decisions and meeting tight targets.
- Strong leadership skills with the ability to guide, direct, and motivate others.
- Strong communication skills (writing, speaking, and listening) and good people skills are important.
- Ability and drive to work in a company with a strong business culture and varied personalities.
- You should be skilled in using approved company tools, such as Sales Force, Microsoft Word, and Excel, and know how to navigate the Internet.
- You need to be able to move.
- A bachelor’s degree is recommended.
- A valid insurance card for the specific state.
NOTE: This job description is not meant to be all-inclusive. Employees may be asked to do other similar tasks given by their boss to help the company.
All Places:
Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood.
If you have a disability and need help with your application or job opening, please email us at HR@firstunitedbank.com.
First United is an Equal Opportunity Employer. As required by Federal or State law, First United does not discriminate in hiring or employment based on race, color, religion, sex, national origin, or any other legally protected feature.
And now
To apply for this job please visit osv-firstunited.wd5.myworkdayjobs.com.