Insurance- Employee Benefits Producer
Employee Benefits (EB) Producer, Vice President
About Us: We are dedicated to ensuring dealership success from the inside out, focusing on operating with the dealer’s agenda in mind. We identified three critical areas for improvement in dealership business: Finance & Insurance (F&I), Property & Casualty (P&C), and Employee Benefits (EB). Our goal is to reimagine how we serve and partner with the dealership industry in these areas, offering innovative solutions and unparalleled service.
Key Responsibilities:
Focus & Dedication: Devote exclusive attention and time during working hours to the business of the Company, performing the duties and responsibilities necessary to produce Net Commissions and Fees.
Compliance: Comply with all state licensing and continuing education requirements necessary to perform your duties effectively.
Self-Direction: Work in a self-directed manner, demonstrating strong organization and time management skills.
Collaboration: Work in unison with the F&I, P&C, and EB producers to leverage relationships for potential opportunities. Collaborate with P&C/EB producers to gain Broker of Record (BOR) status and collect data as needed for marketing.
Operations Coordination: Partner with the EB Operations team to ensure potential deals run smoothly until they are signed.
Expertise: Serve as the subject matter expert for Employee Benefits in the given market, organizing, breaking down, and clearly articulating thoughts, ideas, and instructions both verbally and in writing.
Proposal Development: Build and present EB proposals, creating innovative solutions tailored to the market.
Closing Deals: Present and close Employee Benefits targeted opportunities, taking initiative and confidently directing customer interactions.
Customer Solutions: Separate yourself in frustrating situations and guide customers to efficient solutions.
Communication: Exhibit strong verbal and written English communication skills, motivated by a fast-moving environment.
Employee Benefits: We know that one size does not fit all. We work with dealerships to create dealer-centric, customizable plans that manage costs and help retain and attract the right talent.
Key Services:
Building a Dealer-Centric Plan: We take administrative work off your plate with active plan management and the highest level of personalized concierge services, developing a plan that fits your needs while controlling costs.
Healthcare Advocacy: Offer a personal Health Pro to answer all questions regarding the healthcare system, coordinate care, audit medical bills, and find high-quality doctors at the best cost.
Benefits Concierge: Integrate with your Human Resources team, providing enrollment and eligibility support, answering day-to-day benefit questions, and resolving problems.
Strategic Planning: Partner with you not only at annual renewal but also strategically help you plan for the next two to five years.
Qualifications:
Proven ability to work independently and take initiative.
Exceptional organizational and time management skills.
Strong collaboration skills and the ability to work with various departments.
Subject matter expertise in Employee Benefits.
Excellent verbal and written communication skills.
Ability to create and present proposals effectively.
Motivated by a dynamic and fast-paced environment.