Alliant Insurance Services · 3 days ago
PEO Producer - Employee Benefits
Alliant Insurance Services is a leading insurance brokerage firm dedicated to creating employee benefits solutions. The PEO Producer is responsible for achieving sales targets by assessing client needs and guiding them through the selection and implementation of Professional Employer Organization (PEO) solutions.
ConsultingFinancial ServicesInsurance
Responsibilities
Identifies new leads and gathers the necessary information for submissions
Develops, presents and sells new business proposals to appropriate prospects
Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals
Achieves educational and professional development goals established by agency management
Conducts discovery calls to understand client HR, payroll, benefits, and compliance needs
Researches, compares, and presents multiple Professional Employer Organization (PEO) solutions based on client goals and industry
Obtains and analyzes PEO proposals (pricing, benefit plans, service models)
Guides clients through demos, Q&A sessions, and decision-making
Negotiates favorable terms and pricing on the client’s behalf
Supports implementation and onboarding processes with selected PEO
Builds and maintains strong relationships with clients, internal and external brokers and PEO partners
Stays current on industry trends, labor laws, and competitive PEO offerings
Collaborates with insurance brokers and internal teams to support broader client needs
Maintains a professional demeanor and actively supports and promotes a positive public image for the agency
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
Performs other duties as assigned
Qualification
Required
Bachelor's Degree in Marketing, Insurance and/or Management; or equivalent combination of education and experience
One (1) or more years of insurance industry experience
Five (5) or more years of PEO sales, in a broker division
Valid insurance license
Must continue to meet Continuing Education requirements
Knowledge of payroll, benefits, tax, workers' comp, and HR compliance
Knowledge of CRM platforms (e.g., Salesforce, Benefit Zone, PerfectQuote)
Proficient in Microsoft Office products
Excellent verbal and written communication skills
Excellent presentation and counseling skills
Excellent leadership, problem solving and time management skills
Advanced influencing skills
Good planning, organizational and prioritization skills
Ability to manage multiple deals and relationships simultaneously
Ability to work within a team and to foster teamwork
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
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