Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We are looking for a Senior Employee Benefits Consultant to join our Employee Benefits Sales team.
Responsibilities
Production of New Business
Meet annual Sales Goals with a focus on Mid-Market opportunities
Cross sell other Univest lines of business-banking, investments, etc.
Develop relationships with centers of influence
Community involvement
Develop referral sources
Cold-Calling
Maintain prospect database
Meet with prospects to determine insurance needs
Present capabilities and close sale
Assist in transfer of BOR
Maintain production reports and attend all sales meetings as required
Retention of Existing Business
Maintain relationship with existing clients, serving as primary contact/team lead.
Negotiate with carriers at renewal
Create renewal presentations, lead renewal meetings alongside Account Management Team
Provide Strategic Direction of Account
Work with Account Management team on Wellness Initiatives, Compliance, Employee education
Adhere to established workflows, support Account Management
Miscellaneous Responsibilities
Support Practice Leader in developing and maintaining carrier relationships
Participate in team selling situations with other consultants and support staff
Promote agency and insurance industry within the community
Perform other specific duties as assigned
Follow Univest Way Fundamentals
Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct
Qualifications
Consultative Selling Skills
Advance Knowledge of all benefit lines of insurance coverage, products, and services
Working knowledge of Mid-Atlantic Region preferred
Minimum of 7 years of Employee Benefits industry experience
Proficient in both Fully Insured and Self-Funded Contracts
Leadership Skills
Professional Appearance and a Positive Attitude
Proficiency in Microsoft Products and Salesforce
Licensed in Life & Health
Click here for Benefit Information
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Seniority level
Not Applicable
Employment type
Contract
Job function
Consulting, Information Technology, and Sales
Industries
Financial Services
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