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Title

Employee Benefits Consultant - Producer 

Description

The Employee Benefits Producer's main responsibility is to develop relationships and secure employee benefits consulting/brokerage clients for The Graham Company. In addition, the Producer will work closely with Account Managers on the renewal of their existing accounts.

  1. Develop Quality Accounts: A Producer should solicit accounts that meet Graham Company revenue criteria and client profile. Subsequently, the Producer will be responsible for producing minimum annual revenue amounts. Experience with inter-agency cross-sell is desired.
  2. Prepare Assessment and Strategy Recommendation on New Business: With few exceptions, the Producer will independently prepare and present an Assessment and Strategy Recommendation for a prospect's current employee benefits program.
  3. Using Independent Judgment and Discretion Perform Analysis and Market Account in First Year: On new business, the Producer has the responsibility for developing the strategy, performing the Request for Proposal process and performing the related analysis. The Producer is also responsible for preparing and presenting the written proposal to the prospect.
  4. Perform Implementation and Open Enrollment of New Accounts in First Year: For the first renewal and implementation of a client proposal, the Producer will be responsible for managing the Implementation and Open Enrollment process.
  5. Work with Account Managers Supervising Renewals: The Producer should work with Account Managers to be sure that accounts are satisfactorily managed through the annual policy period and are being renewed properly and that the broadest coverage is obtained for the insured at a reasonable premium.
  6. The Producer is also responsible for supporting the Account Manager to develop a close working relationship with his/her accounts. By working closely with Account Managers and bonding the Account Manager to the account, the amount of time necessary to service an account will eventually be minimal for the Producer.
  7. Assist in Unusual Client Service Situations: The Account Management Unit handles the majority of client service situations. However, in unusual or sensitive client service situations where the Account Manager Unit, or client, requests the assistance of the Producer, the Producer should work with the Account Manager Unit or client
  8. Collection of Premiums: The Producer has the ultimate responsibility for the collection of premiums and income on an account. The Producer will be responsible for paying 50% of any bad debt on one of their accounts. A premium is considered 'uncollectable' when it becomes six months old.
  9. Additional Services: The Graham Company may request the Producer's services in connection with assignments not directly related to the job of the Producer. Such occasional assignments (e.g., acting as an insurance company liaison) are construed to be for the general good of the agency.
  10. Pursue a program for personal and professional development.
  11. Such other duties and projects (Employee Benefit Seminars and/or Fairs) as may be established and assigned by The Graham Company's managerial personnel.

 
Position Requirements
  1. College degree necessary.
  2. Proven sales success in prior position.
  3. High level of organizational ability.
  4. Ability to exercise independent judgment and discretion.
  5. Maintain valid Driver’s License or alternate efficient and effective means to visit clients.
  6. Demonstrated sales skills.
  7. High degree of self-discipline and motivation.
  8. High degree of intelligence with excellent verbal and written communication skills, math skills, comfortable working with personal computers, with intermediate skills in Microsoft Excel and Word.
  9. Holds required and appropriate insurance agent’s license.
  10. Professional demeanor.
  11. Ability to function a true team oriented environment.
  12. Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.

Ability to fulfill all job requirements as outlined above, during, and outside of usual business hours, and to do normal travel to carry out sales/servicing responsibilities

 
Full-Time/Part-Time Full-Time  
Position Employee Benefits Consultant (Producer)  
Exempt/Non-Exempt Exempt  
Location New York  
About the Organization The Graham Company is an insurance and employee benefits broker that partners with business owners in high-risk industries like construction, manufacturing, distribution, chemical, health and human services and others, to prevent losses, train high-risk employees, manage claims, and tailor-fit insurance programs that will adapt to your risks as your business evolves.

Traditionally, brokers focus on policies and respond only when situations arise. We believe that effectively managing your risk requires a proactive approach, starting with a comprehensive risk analysis and workforce education. We labor over policies, and commit ourselves to rectifying the risks that may leave a company exposed.
 

This position is currently accepting applications.

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