Towne Insurance · 2 hours ago
Benefits Consultant
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Benefits Consultant role involves generating new sales, maintaining client relationships, and collaborating with the account management team to deliver exceptional client service.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Cultivate multiple referral sources and keep a pipeline of leads, and contact leads in a timely manner
Generate new sales through needs-based analysis and consultative approach to determine clients’ needs to meet group goals
Work with an Account Manager and team to obtain carrier quotes, prepare proposals and plan materials, and renew and enroll groups
Present proposals to clients and conduct open enrollment meetings with the account management team
Maintain up-to-date knowledge of products, regulations, and technology
Call on clients regularly to build and maintain ongoing relationships
Retain current business
Provide exquisite client service
Ensure that technology is current with prospect and pipeline information, group information, commission, and production credit
Oversee and manage team members
Provide opportunities for training and development to new hires and existing employees as necessary
Attend office and company meetings as necessary
Qualification
Required
Active Virginia or North Carolina Life and Health license or ability to obtain within six months of hire
Excellent interpersonal skills and highly skilled in developing and fostering relationships with clients, insurance carriers, team members, and the community
Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly and concisely
Detail-oriented with strong analytical and problem-solving abilities
Possess technical expertise plus good analytical and problem-solving skills
Professional appearance and attitude
Responsive engagement with clients, carrier representatives, Towne Benefits, and other Towne Bank team members
Strong decision-making ability
Must be dependable, reliable, and punctual
Preferred
Prior sales experience desired
Bachelor's degree in business, finance, accounting, or marketing preferred
Two or more years of experience in the employee benefits or related industry preferred
Strong community relationships and areas of interest to complement insurance competency
Benefits
Excellent growth and advancement opportunities
Competitive pay based on experience
Health, vision, dental, and Employee Assistance Program
Paid time off to include holidays, PTO, sick leave, and bereavement
Profit Sharing
Continuing education opportunities
401K & Employer Matching
Employee discounts
Identity theft protection
Tuition Reimbursement
Paid Training Opportunities
Paid Parental Leave
Wellness Plan
Volunteer Opportunities
Company
Towne Insurance
Towne Insurance is a premier independent insurance agency that provides solutions for businesses, individuals, and community organizations. It is a sub-organization of TowneBank.
Funding
Current Stage
Growth StageRecent News
Business Journals
2022-11-24
Business Journals
2022-11-22
The Virginian-Pilot
2022-09-11
Company data provided by crunchbase