Producer

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. 

About Strategic Benefit Resources: Strategic Benefit Resources is a leading Stop Loss consulting firm specializing in innovative stop-loss insurance solutions for self-funded employers, TPAs, and brokers. We are seeking a proactive and detail-oriented Program Analyst to join our team and support us in leveraging market intelligence, developing tailored stop-loss solutions, and managing insurance programs effectively.

Primary Role

Generate revenue through the sales of Employee Benefits insurance products.  Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products.  Capable of pursuing and closing sales for new and existing Employee Benefits accounts.

Job Functions:

• Achieve objectives established in annual producer sales plan.

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.

• Follow up on referrals provided by agency team within designated time frame.

• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.

• Submit, rate, quote and place quality new business in accordance with agency and company appetites.

• Negotiate coverage and pricing to provide the best value to the client.

• Communicate effectively with customers, agency and company personnel.

• Provide complete and accurate underwriting information to agency and company personnel.

• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.

• Introduce Account Executive and Account Manager roles to clients and involve them as a valued member of the agency team.

• Support sales efforts through a mutual referral network to cross sell qualifying business.

• Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions and all HIPAA compliance guidelines.

• Comply with all regulatory requirements regarding licensing, sales and service for Employee Benefits business.

• Work effectively as a member of a production team in coordination with management and customer service representatives to achieve agency goals. Provide outstanding service in a professional and courteous manner.

• Complete and maintain required reports and attend all sales and Employee Benefits meetings as required.

• Keep informed of industry developments through review of trade press, attending carrier training meetings, and continuing education.

• Perform other specific duties and projects as assigned by agency management.

Knowledge and Skills:

• Extensive working knowledge of industry legislative and compliance issues

• Experience managing alternative funding arrangements, self-insured benefit plans, Taft-Hartley Trust, Tribal or other specialized business expertise

• Excellent communication, presentation and writing skills required

• Exceptional abstract reasoning and analytical abilities

• Demonstrated ability to exercise good judgment in stressful situations

• Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude

• Expertise in Microsoft Office Suite - specifically Word, Excel & PowerPoint

• Project Management experience a plus

• Experience managing confidential information (HIPAA)

• Pleasant ‘can-do’ customer service attitude

• High level of personal initiative, integrity and professional ethics

• Ability to work respectfully with diverse populations both internally and externally

• Commitment to on-going professional continuing education

Experience and Education

• Prior sales experience preferred, but not necessary 

• Ability to satisfy the needs of the customer, both internal and external.

• Strong sales, negotiation, and decision making skills.

• Excellent leadership ability.

• Ability to interact and communicate effectively with agency team, company staff, prospects and customers.

• Willingness to learn and perform new duties and responsibilities.

• College Degree, or equivalent job experience

• Minimum 5 years’ experience working with Employee Benefits Programs in a brokerage or equivalent setting

• Applicable state life and health license (or ability to obtain within 6 months of hire)

• Maintain professional designation(s) (RHU, REBC, CEBS, etc.)

Physical Requirements:

• Must be able to lift up to 40 pounds

Other Requirements:

• Day and overnight travel may be required

• Dependable personal transportation

• Valid/Current driver’s license and proof of insurance

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $100,000 to $150,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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