Benefits Consultant

Benefits Consultant

Towne Insurance is hiring a Benefits Consultant to join our Charlotte, NC team. The Benefits Consultant role is a sales-oriented position requiring advanced communication and negotiating skills, a thorough knowledge of group health and life products, and a proven ability to pursue and close sales developed through leads by bank personnel and one's own relationships.

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role:

• 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.

Skills and experience you'll need:

• 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.

Bonus points if you have:

• 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.

What we offer:

• 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

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.