员工福利生产者
Employee Benefits Producer
关于Keystone
Keystone是全国最大、增长最快的保险经纪公司之一——在《美国零售经纪商》排名中位列第26位，在《Top 50》中位列增长最快的第4位。我们的平台覆盖33个以上的州，180多个代理合作伙伴，年营收超过5亿美元——将一些国内最受尊敬的独立代理与全国性经纪公司的规模、工具和资源相结合。通过财务、人力资源、营销、技术、销售人员发展和并购方面的运营支持，我们赋能代理机构成长，同时保留他们自身的特色——客户关系以及他们在所服务社区中的角色。秉承我们独有的承诺“信任，我们最重要的保单”，Keystone正在打造每个家庭和企业都可以信赖的保险解决方案。更多信息，请访问。
员工福利专员
职位概述：
本职位的主要职责是推动新业务增长并维护盈利的团体员工福利保险账户。该职位负责识别新的业务机会，建立长期的客户关系，并提供定制化的保险和风险管理解决方案。理想的候选人是一位以顾问方式销售的专业人士，热衷于通过战略性的保险规划帮助企业发展，保护其资产并实现目标。
主要职责：
业务开发与销售
- 通过网络拓展、推荐、冷接触、社区参与和行业活动，发掘并培养新的团体福利保险机会。
- 与销售领导合作制定并执行战略销售计划，以实现个人和代理机构的增长目标。
- 进行全面的风险评估，了解客户的潜在风险并推荐量身定制的保险解决方案。
- 准备并展示专业的保险方案，清晰传达保障选项、价值和竞争优势。
- 在CRM中保持活跃且有条理的销售管道，确保及时跟进和准确预测。
- 与市场团队合作开展定向拓展活动和客户获取计划。
- 识别交叉销售其他保险产品的机遇，并协调跨业务线的转介。
客户关系管理
- 在销售过程及之后，作为团体福利客户的可信顾问和主要联系人。
查看英文原文
About Keystone
Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit .
Employee Benefits Producer
Position Summary:
The primary function of this role is to drive new business growth and maintain a profitable book of group employee benefits insurance accounts. This role is responsible for identifying new business opportunities, building long-term client relationships, and delivering customized insurance and risk management solutions. The ideal candidate is a consultative sales professional with a passion for helping businesses protect their assets and achieve their goals through strategic insurance planning.
Key Responsibilities:
Business Development & Sales
- Prospect and cultivate new group benefits insurance opportunities through networking, referrals, cold outreach, community involvement, and industry events.
- Develop and execute strategic sales plans in partnership with Sales Leadership to achieve individual and agency growth objectives.
- Conduct comprehensive risk assessments to understand client exposures and recommend tailored insurance solutions.
- Prepare and present professional insurance proposals that clearly communicate coverage options, value, and competitive advantages.
- Maintain an active and organized sales pipeline within the CRM, ensuring timely follow-up and accurate forecasting.
- Collaborate with the marketing team on targeted prospecting campaigns and lead generation initiatives.
- Identify opportunities to cross-sell additional insurance products and coordinate referrals across business lines.
Client Relationship Management
- Serve as a trusted advisor and primary point of contact for group benefits clients throughout the sales process and beyond.
- Develop long-term relationships by delivering exceptional service, proactive communication, and ongoing risk management guidance.
- Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving business needs while identifying opportunities for additional products and services.
- Partner closely with Account Managers to ensure a seamless client experience, promote retention, and support account growth.
Market and Industry Knowledge
- Stay informed on group benefits insurance products, carrier appetites, underwriting guidelines, market trends, and regulatory developments.
- Build and maintain productive relationships with insurance carriers and underwriters to negotiate competitive coverage and pricing.
- Participate in professional development opportunities, industry conferences, networking events, and continuing education programs.
Documentation and Compliance
- Maintain complete, accurate, and timely documentation of sales activities, client interactions, and account information within the agency management system (Applied Epic) and CRM.
- Ensure all new business submissions, renewals, endorsements, and policy documentation comply with agency standards, carrier requirements, and applicable regulations.
- Coordinate with internal service teams to ensure a smooth transition from new business to ongoing account management.
Qualifications:
- Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred
- Minimum of 1 year of experience in business development, consultative sales, or a client-facing role
- Demonstrated success in prospecting, relationship building, and consultative selling
- Proven ability to meet or exceed sales goals in a competitive environment
- Ability to obtain a Life & Health Insurance License upon hire; obtaining a Property & Casualty license is encouraged
- Knowledge of group employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and ancillary coverages a plus
- Proficiency with Microsoft Office Suite
- Familiarity with Applied Epic, or comparable agency management system, and CRM systems preferred
- Strong communication, presentation, negotiation, and interpersonal skills
- Ability to establish credibility and build lasting client relationships
- Highly organized with excellent time management and follow-through
- Self-motivated, goal-oriented, and able to work independently while collaborating effectively across departments
- Willingness to travel for client meetings, networking events, and professional development opportunities
- Ability to pass a criminal background check, as permitted by law
Work Environment: This position offers hybrid or remote work options, depending on the candidate's location and business needs.
Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.
Benefits:
- Competitive Compensation Package
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
Originally posted on Himalayas