Health Benefits Consultant

What We Offer Health, Dental & Vision Coverage 401(k) with Employer Match Hybrid Work Options Generous PTO + Paid Holidays Paid Parental Leave Tuition Reimbursement + 100% Paid Licensing & CE Referral Bonuses (for people and business!) Career Growth & Professional Development Fun Team Events & Community Involvement About The Role At Troxell, our mission is to educate, advocate and protect our people. We empower our team to create wow, earn trust, work together, and embrace innovation. The primary focus of the Life & Health Producer/Insurance Consultant will be to attract and retain new clients to Troxell. What You’ll Be Doing (Essential Responsibilities) Working Together Works with service support staff to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance. Maintains extensive contact in person, by phone and mail (electronic/postal), with clients, insurance company contacts, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service. Monitors expiration listings and participates in renewal collaboration with service personnel, following up as appropriate to seek information for renewal submissions with contacts. Creating WOW Provides guidance, assistance, and follow‑up customer service to established clients and prospective customers. Initiates search and contacts prospective customers through existing client referrals and identified targeted groups, schedules appointments, solicits quote opportunities, and conducts product orientation sessions. Prepares sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons. Delivers and discusses information with clients or prospects. Earning Trust Responsible for sales of new and renewal product lines business, calling on clients and prospects, identifying and assessing client needs, and developing coverage proposals. Conducts detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records, and is expected to achieve annual producer sales plan objectives. Embracing Innovation Maintains electronic and/or paper production files in an orderly, timely manner to ensure follow‑up on outstanding or pending business matters and attends sales meetings as required. Keeps informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure. What You’ll Bring To Us Must be a High School graduate or GED; advanced training at the technical business or college level is highly desired. Three years of prior work experience in sales, insurance industry or a related field is preferred. Ability to pursue and close sales. Excellent verbal and written communication skills and enjoyment of working with people in a high‑volume customer service environment. Ability to be highly organized and flexible with shifting priorities and fluctuating workloads. Desire to learn and expand knowledge within the industry while learning about clients’ specific needs. Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedure/policy manuals, and apply within prescribed routines and practices. Self‑motivated with the ability to work independently with limited supervision while maintaining positive staff relationships within a teamwork environment. Must possess basic familiarity with computers and office equipment; experience with Windows applications such as Microsoft Excel and Word, and the Internet is highly desired. Must be able to secure and maintain insurance licensure, at company expense. Travel to client offices and networking events will be expected. The Fine Print Work is typically performed in an office setting with moderate travel required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May be required to work hours beyond what is normally expected during a regular workweek. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Base pay range listed below. Eligible for commission in addition to base. TROXELL is an Equal Opportunity Employer and offers a competitive starting salary plus production bonus with a comprehensive benefit package. Competitive starting salary is dependent on experience and current clientele. #J-18808-Ljbffr