About the Role
100% remote opportunity for an insurance professional knowledgeable with group medical and ancillary products to join an insurance agency as Small Group Employee Benefits Consultant. This is a sales role but requires no cold calling. The agency is owned by a larger business entity that generates a lot of warm, internal leads that you will consult with on employer health and welfare options. The average group is 20 employees.
Duties & Responsibilities
- Work with internal partners to evaluate new business opportunities
- Visit with prospective clients to evaluate their insurance needs
- Review current programs, evaluate claims and utilization data
- Take proposals to market to help determine the best carriers and coverage to recommend to clients
- Help with presentations and secure the final sale
- Ensure a smooth transition through the onboarding process to the account management team
- Stay in touch with current clients, provide subject matter expertise as needed throughout the year, and assist with renewals if needed
Skills & Experience
- At least 3-5 years of group employee benefits experience with client engagement, marketing, or sales responsibilities
- Active L&H insurance license
Job Specs
100% remote for qualified applicants residing in EST or CST time zones. Some travel from time to time may be required.