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We are one of the largest independent, privately held national benefits and retirement planning solutions firms in the country.

We are an organization that prioritizes innovation, client advocacy, and strategic partnership. Our firm embodies all of those values. Our commitment to delivering tailored benefits solutions, staying ahead of regulatory changes, and investing in cutting-edge technology shows that we are just not serving clients — we are helping them thrive.

The Employee Benefits Producer is responsible for generating new business opportunities and managing existing client relationships in the employee benefits space. This role focuses on delivering strategic benefit solutions, driving revenue growth, and providing exceptional service and consultation to employers on group benefits plans including health, dental, vision, life, disability, and voluntary benefits.

Key Responsibilities:

1. New Business Development: Prospect and generate new client leads through networking, referrals, cold calling, and marketing campaigns. Develop and present comprehensive benefits solutions tailored to client needs.
2. Client Relationship Management: Maintain and strengthen relationships with clients by delivering consistent communication, proactive service, and renewal strategy planning. Serve as a trusted advisor to HR teams and executives.
3. Consultative Sales Approach: Conduct needs assessments and collaborate with clients to develop cost-effective, compliant benefit strategies. Present innovative plan designs, funding arrangements, and wellness initiatives.
4. Market Expertise & Carrier Negotiation: Analyze market trends, benchmark data, and carrier offerings. Negotiate rates and terms with carriers to secure the best possible benefits packages for clients.
5. Renewals & Account Management: Partner with account managers and service teams to handle renewals, enrollments, claims issues, plan changes, and open enrollment support.
6. Compliance & Documentation: Stay up to date with federal and state regulations (ACA, ERISA, HIPAA, COBRA, etc.). Ensure client programs remain compliant and well-documented.
7. Cross-Selling & Strategic Growth: Identify opportunities to cross-sell other insurance products and services. Contribute to the overall sales strategy and revenue goals of the agency or brokerage.

Qualifications:

1. Proven experience in employee benefits sales or account management
2. Active Life and Health Insurance License
3. Strong knowledge of group benefit products, funding methods (fully insured, level-funded, self-funded), and compliance regulations
4. Excellent communication, presentation, and negotiation skills
5. Self-motivated, goal-oriented, and highly organized
6. Familiarity with CRM systems, quoting platforms, and HRIS/BenAdmin systems is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.