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First United Bank and Trust is hiring : Insurance Employee Benefits Producer in P

First United Bank and Trust is hiring : Insurance Employee Benefits Producer in P

First United Bank and TrustPlano, TX, United States
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Join Our Team!

We have a great team of friendly, talented, and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job Title : Insurance Employee Benefits Producer

Job Description

JOB SUMMARY

Work with company owners, presidents, CEOs, controllers, human resources professionals, and executive directors to tailor employee benefit and human resources programs. Spend a significant portion of your time seeking out new business. Build and maintain relationships with a large network of contacts to facilitate new business production.

KEY FOCUS AREAS

  • Employee Benefits Sales & Retention

Primary duties & responsibilities include, but are not limited to :

  • Drive new business generation and manage the client relationship life-cycle from lead generation through proposal and close to post-sales service.
  • Work closely with the Sales Leader to set and achieve sales goals and with client service team members to ensure the delivery of superior service.
  • Identify and qualify Middle Market prospects for business from potential clients.
  • Maintain a consistently strong and active new business pipeline in line with company goals.
  • Develop new and maintain existing relationships with individuals responsible for insurance and risk management decisions at prospective clients.
  • Actively participate in and take leadership roles in targeted industry or community associations and / or boards.
  • Execute sales strategies and develop unique prospect programs.
  • Provide proactive advice to prospects and clients on potential exposures and suggest ways to positively impact the client's bottom line, including resolving client issues before they become "problems".
  • Support the client management team in the renewal process, including participating in renewal meetings and reviewing renewal strategies.
  • Participate in and lead Client Service Meetings.

    • Qualifications & Skills

  • Minimum of 3 years employee benefits experience, most in a sales role in an employee benefits brokerage / consulting firm, insurance carrier, or TPA.
  • Proven track record of developing a pipeline, delivering effective sales strategies, and being a client-centric sales professional.
  • Knowledge of employee benefits, wellness, healthcare, and related products such as Health, Dental, Vision, Life, LTD, STD, and work site.
  • Experience in composing services and value propositions, sales marketing strategies, pipeline management, and cross-selling.
  • Ability to multi-task in a fast-paced environment, work strategically, and meet deadlines.
  • Leadership skills and ability to manage and inspire others.
  • Excellent communication and interpersonal skills.
  • Proficiency with company software including Sales Force, Microsoft Word, Excel, and internet navigation.
  • Ability to travel.
  • Bachelor's degree preferred.
  • Valid State-relevant Insurance license(s).

    • Note : This job description is not all-inclusive. Employee may perform other duties as assigned.

    All Locations :

    Austin-Seven Oaks, Edmond, Moore, Plano-Parkwood

    If you are unable to complete an application or respond due to a disability, please email us at HR@firstunitedbank.com for assistance.

    First United is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, or any characteristic protected by law.

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    First Bank And Trust • Plano, TX, United States