Associate Producer jobs in United States
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Venbrook · 5 hours ago

Associate Producer

Venbrook Insurance Services is a leading national insurance brokerage and risk management firm specializing in employee benefits. The Associate Producer is a sales-focused, analytically driven role that partners closely with a Senior Producer to source, qualify, analyze, and close new business opportunities while supporting complex prospect and client financial analysis.

ConsultingFinancial ServicesInsurance
Hiring Manager
Marisol Beltran
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Responsibilities

Source, qualify, and advance new business opportunities through disciplined prospecting and research
Conduct prospect research, financial discovery, and pre-qualification activities
Support sales strategies, target markets, and revenue goals in partnership with Senior Producer
Participate in prospect meetings, presentations, and closing activities
Track sales pipelines, conversion metrics, and business development outcomes
Lead prospect-level underwriting and financial analysis to support deal evaluation
Prepare and analyze renewal and marketing financials for prospects and clients
Translate complex financial data into persuasive sales insights and recommendations
Identify alternative funding strategies, uncovered exposures, and cost-saving opportunities
Support pricing strategy development and participate in negotiations
Lead the response to Requests for Proposal (RFPs) from initial review through submission
Prepare high-quality proposals, financial exhibits, and client presentations
Assist in carrier and vendor negotiations to secure optimal terms
Support onboarding and implementation activities for new business
Serve as proxy for Senior Producer in meetings and communications as needed
Coordinate with internal teams (service, operations, finance) and external partners
Maintain and develop relationships with carriers, vendors, and other strategic partners
Track new business wins, lost opportunities, and financial performance metrics

Qualification

Sales pipeline managementFinancial analysisAdvanced Excel proficiencyCRM systems proficiencyEmployee benefits knowledgeCommunication skillsPresentation skillsOrganizational skills

Required

Strong sales pipeline management and prospecting knowledge
Advanced analytical and financial acumen with ability to interpret complex data
Advanced Excel proficiency (financial modeling, data analysis, pivot tables)
Excellent written and verbal communication skills
Strong presentation skills with ability to communicate to diverse audiences
Ability to function well in a fast-paced, revenue-focused environment
Strong organizational skills with ability to manage multiple priorities simultaneously
Proficiency with CRM systems and Microsoft Office Suite
2-5 years of experience in employee benefits sales, business development, and underwriting required
Demonstrated employee benefits program knowledge and experience required
Active CA Life & Health Insurance license

Preferred

Bachelor degree in Business, Finance, Economics, or related field preferred
Industry designations (CEBS, RHU, REBC, or similar) preferred

Benefits

401k + employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off (PTO)
Paid Holidays
Paid Sick leave
Paid Parental leave
Short-term disability insurance
Professional development programs
Work-life quality and flexibility

Company

Venbrook

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Venbrook Group, LLC ("Venbrook") is a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services.

Funding

Current Stage
Late Stage
Total Funding
$42M
Key Investors
Madison Capital Funding
2020-04-23Acquired
2016-10-20Debt Financing· $42M

Leadership Team

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Jason D. Turner
President & Chief Executive Officer
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A
Alan Shetzer
sr vp
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Company data provided by crunchbase