Job Description

Inside Sales Employee Benefits Producer

Location: New York / New Jersey / Connecticut (Tri-State Area)
Position Type: Full-Time | Inside Sales / Business Development

Job Summary

An established insurance agency is seeking an experienced and motivated Inside Sales Employee Benefits Producer to support the growth of its Employee Benefits division. This role focuses on cross-selling employee benefits solutions to an existing portfolio of Commercial Property & Casualty (P&C) clients, identifying new business opportunities, and developing long-term client relationships.

The ideal candidate will have a strong understanding of the regional employee benefits marketplace, carrier relationships, Professional Employer Organization (PEO) structures, and alternative benefits solutions for small and midsize businesses. This position offers an opportunity for a sales-driven professional to leverage established client relationships, identify coverage gaps, and deliver creative, cost-effective employee benefits solutions.

Candidates must reside within the New York, New Jersey, or Connecticut Tri-State Area and be available for occasional in-person client meetings.

Responsibilities

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  Identify and develop employee benefits cross-selling opportunities within an established Commercial P&C client portfolio.

  
  


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  Proactively engage existing clients through phone calls, emails, virtual meetings, and relationship-building activities to generate new business.

  
  


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  Evaluate client needs and recommend appropriate group health, dental, vision, life, disability, and voluntary benefits solutions.

  
  


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  Develop customized benefits strategies for small and midsize businesses, including traditional group plans, PEO arrangements, and alternative benefits structures.

  
  


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  Educate clients on PEO models, including advantages, limitations, cost structures, and suitability based on business needs.

  
  


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  Leverage knowledge of regional employee benefits carriers, products, underwriting guidelines, and market options to deliver competitive solutions.

  
  


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  Prepare proposals, conduct benefits reviews, explain plan comparisons, and present recommendations to business owners and key decision-makers.

  
  


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  Utilize Salesforce to manage prospects, track sales activities, maintain an organized pipeline, and monitor new business opportunities.

  
  


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  Maintain accurate client information, document activities, and coordinate with internal account management teams using Applied Epic.

  
  


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  Collaborate with Commercial P&C producers and account managers to identify cross-selling opportunities and strengthen existing client relationships.

  
  


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  Build and maintain strong relationships with clients, carrier representatives, and internal stakeholders.

  
  


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  Conduct business primarily through inside sales channels while participating in in-person client meetings as needed.

  
  


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  Stay informed about employee benefits industry trends, regulatory changes, and emerging market solutions.

  
  

Qualifications/Requirements

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  Proven experience in employee benefits sales, inside sales, business development, or benefits consulting within an insurance agency or brokerage environment.

  
  


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  Experience with Salesforce and Applied Epic required.

  
  


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  Strong understanding of the regional employee benefits carrier marketplace, including products and solutions for small and midsize employers.

  
  


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  Working knowledge of PEO structures, benefits offerings, and alternative insurance arrangements.

  
  


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  Experience selling group medical, dental, vision, life, disability, and voluntary benefits products.

  
  


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  Demonstrated ability to identify and develop cross-selling opportunities within an existing Commercial P&C client portfolio.

  
  


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  Strong consultative selling, negotiation, communication, and relationship-management skills.

  
  


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  Comfortable conducting outbound sales activities, virtual presentations, and proactive client outreach.

  
  


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  Excellent organizational and time-management skills with the ability to manage multiple opportunities throughout the sales cycle.

  
  


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  Self-motivated, results-oriented professional with a proactive approach to business development.

  
  


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  Ability to collaborate effectively with producers, account managers, and other internal teams.

  
  


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  Must reside in New York, New Jersey, or Connecticut and be willing to travel locally for client meetings as needed.

  
  


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  Holds an active L&H (Life and Health) insurance license.

  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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