Benefits Producer / Advisor

CareerPaths NW•Bellevue, WA

About The Position

Our client, based in Bellevue, WA, is an independent, full-service insurance agency specializing in providing affordable, customized employee benefits. Boasting over 75 years of combined experience, they cater to diverse industries—including construction, technology, and manufacturing. They are recognized for their high-touch, personal service and innovative, non-traditional strategies. Key details about the company include: Core Services: Our client specializes in employee benefits consulting, including health insurance brokerage and related services for employers. Approach: They offer a "white-glove," personal service, building lasting relationships with clients. Independence: They operate as a privately owned firm, focusing on client needs without external pressures from private equity. Recognition: They were named a 2023 Inc. Best Workplaces honoree.

Requirements

Valid Producer license in good standing.
Experience in prospecting and finding business, building and maintaining a pipeline, and having been successful as a validated producer.
Minimum of 3 years of independent agency experience.
College Degree in Business Administration, Insurance, Risk Management or related field.

Responsibilities

Generating new business opportunities, managing the end-to-end sales process, and ensuring client retention through consistent relationship management.
Prospecting appropriate business in line with company and business segment goals & thresholds.
Presenting proposals professionally, reviewing coverages in detail to ensure understanding.
Communicating with clients, prospects, insurance company partners, and the service team professionally.
Finalizing the sale and collecting necessary documents, applications, etc., and briefing the service team on the policy sale.
Actively participating in social, civic, trade organizations and industry networking events which will assist in promoting the agency and obtaining referrals.
Maintaining understanding and knowledge of underwriting criteria to effectively communicate to all involved parties.
Meeting and exceeding monthly new business goals.
Reviewing and resolving client disputes regarding complex claims.