Employee Benefits Sales Leader

Job Summary

Seeking a dynamic and experienced Employee Benefits (EB) Sales Leader to join a team. This is a unique opportunity for a proven professional with a strong background in employee benefits sales and leadership to make a significant impact. The ideal candidate will have a track record of building and managing a successful book of business, extensive experience with self-funded accounts, and the ability to coach and lead a team of producers.

Compensation Package

• Salary Range: $250,000 - $450,000 (commensurate with experience)
• Benefits: Comprehensive benefits package offered
• Work Environment: Hybrid model with 4 days on-site per week

Responsibilities

• Lead and manage a team of 12-15 producers, providing coaching, mentorship, and strategic guidance to drive team success.
• Oversee the development and growth of a book of business, with a focus on employee benefits accounts ranging from 200 to 1,000 average lives.
• Utilize expertise in self-funded accounts to support the team and clients effectively.
• Collaborate with local leadership and other stakeholders to align sales strategies with organizational goals.
• Participate in the recruitment, training, and development of team members to ensure a high-performing department.
• Engage in sales activities as needed, with a focus on fostering client relationships and driving revenue growth.

Qualifications/Requirements

• Proven track record as a producer, having built a book of business generating over $1 million in revenue within the employee benefits space.
• Strong expertise in self-funded accounts is essential.
• Leadership experience, with a demonstrated ability to manage and develop a team of producers.
• Excellent communication, coaching, and interpersonal skills.
• Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
• Licensure and designations relevant to the employee benefits industry are preferred.
• Availability to work on-site in Madison for at least 4 days per week.

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Market Vice President, Property & Casualty

Job Summary

Seeking an experienced and dynamic Market Vice President to lead the Property & Casualty division of an organization. This senior leadership role is pivotal in driving operational strategy, team performance, profitability, and client-service delivery. The division comprises approximately 65% Commercial Lines and 35% Personal Lines, with a strong focus on service operations. This position does not include responsibility for the sales department. The ideal candidate will bring a wealth of experience in insurance agency operations, a proven track record of leadership, and a deep understanding of both Commercial and Personal Lines.

Compensation Package

• Base Salary: $175,000–$200,000

Responsibilities

Leadership and Team Development

• Lead and support the Commercial Lines and Personal Lines Team Leads.
• Establish clear expectations and drive performance accountability.
• Develop high-performing, collaborative service teams.
• Build leadership capabilities within the division.
• Support hiring, employee development, retention, and HR-related responsibilities.
• Maintain visibility into team workflows and day-to-day operations.

P&C Operations

• Oversee the service operations of the Property & Casualty division.
• Monitor workflows, expirations, service standards, and operational performance.
• Run and analyze reports to identify trends, issues, and improvement opportunities.
• Establish and manage team metrics to improve efficiency, client service, retention, and scalability.
• Ensure the division adapts effectively to changing market conditions.

Financial Performance

• Monitor the division’s profit-and-loss performance.
• Support budgeting, profitability, and revenue forecasting.
• Identify opportunities to optimize income while balancing client-service quality with operational and financial performance.

Carrier and Client Strategy

• Strengthen and optimize carrier relationships.
• Understand carrier appetite, market developments, and placement challenges.
• Shape strategies to serve clients effectively.
• Provide executive support for complex client or renewal situations.

Qualifications/Requirements

Required Background

• Minimum of 10 years of insurance-industry experience.
• At least 5 years of leadership experience.
• Property & Casualty agency or brokerage experience.
• Strong understanding of both Commercial Lines and Personal Lines operations, with a preference for a Commercial Lines background.
• Experience managing profit-and-loss performance.
• Active Texas Property & Casualty license.
• Strong knowledge of insurance carriers and market relationships.
• Proven ability to lead through Team Leads and influence a larger indirect reporting structure.
• Strong analytical, operational, and performance-management skills.

Preferred Qualifications

• Experience with Applied Epic.
• Familiarity with business intelligence tools for operational performance analysis.
• Professional insurance designations.
• Bachelor’s degree in Business Administration, Human Resources, or a related field.
• Life and Health license.

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Employee Benefits Sales Leader

Job Summary

Seeking a dynamic and experienced Employee Benefits Sales Leader to join a team. This leadership role is pivotal in driving the success of Employee Benefits division, overseeing a team of producers and service staff while fostering growth and excellence. The ideal candidate will bring a proven track record in building and managing a successful book of business, with a strong emphasis on self-funded accounts. This is an exceptional opportunity for a seasoned professional to step into a leadership role with significant impact and visibility.

Compensation Package

• Base Salary: $300,000 - $400,000 (commensurate with experience)
• Bonus Structure: Performance-based bonuses available

Responsibilities

• Lead and manage a team of approximately 30-35 professionals, including 25 service staff and 8 producers
• Provide coaching, mentorship, and strategic guidance to the sales team to achieve revenue and growth targets
• Oversee a portfolio of accounts ranging from 200 to 1,000 average lives, with a focus on self-funded accounts
• Collaborate with local leadership and other stakeholders to align sales strategies with organizational goals
• Drive the development of new business opportunities while ensuring the retention and satisfaction of existing clients
• Participate in a multi-stage interview process to identify and onboard top talent for the team
• Maintain a strong understanding of industry trends, regulations, and best practices to ensure compliance and competitiveness

Qualifications/Requirements

• Proven track record as a producer, having built a book of business generating over $1 million in revenue within the Employee Benefits space
• Extensive experience with self-funded accounts is essential
• Strong leadership and coaching skills, with the ability to inspire and develop a high-performing team
• Excellent communication and interpersonal skills to effectively engage with clients, team members, and leadership
• Ability to thrive in a fast-paced, results-driven environment
• Licensure and designations relevant to the Employee Benefits industry are preferred
• Minimum of 8-10 years of experience in Employee Benefits sales or a related field

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Commercial Lines Placement Manager 

NY P&C License required

Job Summary

Our client, a National top brokerage is seeking a highly motivated and experienced Commercial Lines Placement Manager to join a team. This role is pivotal in managing and growing a portfolio of mid-to-large commercial accounts, with a focus on construction contractors, property, and real estate. The ideal candidate will bring expertise in new and renewal marketing, a strong understanding of the insurance industry, and a passion for delivering exceptional client service.

Compensation Package

• Salary: Up to $170,000 annually, based on experience.
• 401(k): 4% company match.
• Benefits: Comprehensive benefits package provided.
• Hybrid/Remote out of Suffolk County

Responsibilities

• Manage and service a book of business with $25,000 in revenue and $250,000 in premium.
• Handle all aspects of new and renewal marketing for mid-to-large accounts.
• Collaborate with producers and assistants to ensure seamless account management.
• Provide exceptional service to clients in the construction, property, and real estate sectors.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Work closely with the team to meet and exceed client expectations.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Must have experience working with construction and real estate accounts.
  • Familiarity with mid-to-large accounts is essential.
• Software Proficiency: Experience with EPIC software preferred.
• Work Style:
  • Ability to thrive in a hybrid work environment.
  • Strong organizational and communication skills.
• Years of Experience: Open to candidates with varying levels of experience who meet the required qualifications.

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