come work with us!

Position Summary Our Benefits Consultant is responsible for driving positive revenue results from various new agency opportunities through current initiatives and future new business development and expansion opportunities as well as the management and retention of a block of business for a select group clients.

Essential Functions:

• Support and assist in the continued development of Company culture, goals, initiatives and growth objectives.
• Develop a steady stream of sales prospects by contacting referrals, making outbound telephone calls and spending time in assigned territory contacting potential clients in person.
• To generate prospective referrals, establish new partnerships and relationships in the community – other carriers, health agents, P&C, life, financial planners, accountants, chambers, trade organizations, etc.
• Maintain a working knowledge of all compliance and legislative guidelines. Apply these to all aspects of the group sales process and administration to reduce the risk of personal and company exposure to Errors and Omissions claims.
• Develop and utilize a lead tracking system to maintain accurate records of leads and call backs.
• Successfully close new business deals by coordinating details, developing sales strategies and presenting needs based solutions.
• Successfully manage and accurately document in AGB the sales process leading to smooth transition (as needed) to the Client Relations Advisor who will perform all day to day administrative and renewal functions.
• Manage and retain a specific book of business to include: build and maintain long-term relationships, pre-renewal meetings with clients 120 days prior to renewal to capture updated census data and discuss/review benefits, goals, budgets, etc.
• Communicate with all Client Relations Advisors and Client Relations Specialist (service) establishing clear guidelines the Benefits Consultants are needed to assist in any renewals or service related items.
• Foster and grow the relationship with general agency partner, Cornerstone.  Follow the procedures and guidelines set forth by Cornerstone for all top agency partners.

Other Functions:

• Use working knowledge of group market to mentor new Benefits Consultants and Client Relations Advisors on tips to add lines of business and generate referrals/ prospects.
• Work with executive staff to create sales goals and monitor progress.
• Maintain relationships with client base as needed resulting in satisfaction and retention.
• Join and partner in recurring networking groups as well as partnerships with entrepreneurial groups to provide benefit information and general referrals.
• Explore block transfer agreements with new partnerships.  Communicate all leads to Vice President for management and closure.
• Work with executive staff on partnerships with medical carriers for co-op advertising opportunities to assist in the expansion of current geographical footprint as well as manage carrier driven leads.

Job Requirements

Education: Bachelor’s Degree or relevant combination of education and experience

Experience:

• 3-5 years Employee Benefits experience or relevant work experience
• Proven track record of sustaining positive client relationships
• Exceptional communication
• Organizational and presentation skills
• Familiarity with hosting group discussions and training on various platforms

Specialized knowledge, licenses, designations, etc.:

• Must have current life and health licenses.

Work Location: Any location