Employee Benefits Producer

Location: Greater Philadelphia Area, PA
Department: Employee Benefits / Group Insurance
Reports To: Sales Manager or Employee Benefits Practice Leader
Status: Full-Time

Position Summary

Our client is seeking a highly motivated Employee Benefits Producer to drive new business development and revenue growth throughout the Greater Philadelphia market. The ideal candidate is a consultative sales professional with experience in employee benefits, group health insurance, or insurance brokerage services. This role is responsible for identifying prospects, developing client relationships, presenting employee benefit solutions, and building a profitable book of business. The Producer will partner with internal service teams to deliver exceptional client experiences and long-term retention.

Key Responsibilities

• Develop and execute strategic sales plans to achieve annual production goals.
• Prospect and generate new business opportunities through networking, referrals, community involvement, cold outreach, and industry events.
• Conduct needs assessments with business owners, HR leaders, and executive teams.
• Design and present customized employee benefits programs, including medical, dental, vision, life, disability, voluntary benefits, and wellness solutions.
• Manage the full sales cycle from prospecting through proposal, negotiation, closing, and implementation.
• Build and maintain strong relationships with clients, carrier representatives, referral partners, and centers of influence.
• Collaborate with account management and service teams to ensure smooth onboarding and ongoing client satisfaction.
• Maintain an active sales pipeline and accurate CRM documentation.
• Stay current on market trends, carrier products, compliance requirements, and regulatory changes affecting employee benefits programs.
• Represent our client at networking events, trade associations, and professional organizations throughout the Philadelphia region.

Qualifications

Required

• Active Pennsylvania Life & Health Insurance License
• 3+ years of successful sales experience in employee benefits
• Proven track record of generating new business and meeting or exceeding sales goals.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Ability to work independently while collaborating effectively with internal teams.
• Valid driver's license and willingness to travel throughout the Greater Philadelphia area.

Preferred

• Bachelor's degree in Business, Marketing, Risk Management, Insurance, or a related field.
• Experience selling group health and ancillary benefits products.
• Familiarity with CRM platforms such as Salesforce or similar systems.
• Established network of business relationships within the Philadelphia market.
• Knowledge of ACA, ERISA, COBRA, HIPAA, and other employee benefits regulations.

Core Competencies

• Business Development
• Consultative Selling
• Relationship Management
• Strategic Prospecting
• Negotiation & Closing
• Benefits Consulting
• Market Knowledge
• Presentation Skills
• Time Management
• Client Retention & Growth

Compensation & Benefits

Our client offers a competitive compensation package that may include:

• Base salary plus uncapped commission opportunities
• Performance-based incentives and bonuses
• Medical, dental, and vision coverage
• 401(k) with employer contribution
• Paid time off and company holidays
• Professional development and licensing support
• Flexible and hybrid work arrangements, where applicable

Success Metrics

• Achievement of annual sales and revenue goals
• New client acquisition
• Growth of book of business
• Client retention and satisfaction
• Pipeline development and activity
• Cross-selling and account expansion opportunities

Microsoft Word - Job Description - Lift & Seed Market Leader

Retail Insurance Producer

Northeast Region (New York, New Jersey, New England, Connecticut, Pennsylvania or Delaware)

Job Summary

Seeking a motivated and entrepreneurial Retail Insurance Producer to join a growing insurance organization. This opportunity is ideal for sales professionals looking to expand their book of business, increase earning potential, and leverage a platform that provides strong operational support, carrier relationships, and growth opportunities.

The Retail Insurance Producer will be responsible for developing new business opportunities, cultivating client relationships, and growing a profitable book of business. This individual will serve as a trusted advisor to clients, helping them identify and manage risk through customized insurance solutions.

Candidates with experience in Commercial Property & Casualty, Employee Benefits, Risk Management, or related insurance disciplines are encouraged to apply.

Responsibilities

• Generate new business opportunities through networking, referrals, centers of influence, and direct prospecting efforts.

• Build and maintain strong relationships with business owners, executives, and key decision-makers.

• Develop and execute strategies to grow a profitable book of business.

• Identify client needs and recommend appropriate insurance and risk management solutions.

• Collaborate with internal teams and carrier partners to deliver exceptional service and support.

• Cross-sell additional products and services where appropriate.

• Maintain a strong pipeline of prospects and consistently achieve production goals.

• Stay informed on industry trends, market conditions, and carrier offerings.

• Establish and maintain long-term client relationships while serving as a trusted advisor.

Qualifications/Requirements

• Minimum of 2 years of experience in insurance sales, brokerage, or business development.

• Experience in Commercial Insurance, Employee Benefits, Risk Management, or related insurance disciplines preferred.

• Demonstrated ability to develop and close new business opportunities.

• Strong communication, presentation, and relationship-building skills.

• Entrepreneurial mindset with a desire to grow and manage a personal book of business.

• Candidates with producer experience seeking greater support, broader market access, and enhanced growth opportunities are encouraged to apply.

• Stable career history with a track record of professional growth.

• Holds an active P&C (Property and Casualty) insurance license and/or an active L&H (Life and Health) insurance license, as applicable to the line of business.

Compensation Package

• Competitive commission structure with increased earning potential based on production levels.

• Draw or guaranteed income options may be available based on experience, production history, and business plan.

• Competitive benefits package, paid time off, professional development opportunities, and long-term growth incentives.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TM1

Retail Insurance Producer

Northern California (Greater Sacramento Market)

Job Summary

Seeking a motivated and entrepreneurial Retail Insurance Producer to join a growing insurance organization. This opportunity is ideal for sales professionals looking to expand their book of business, increase earning potential, and leverage a platform that provides strong operational support, carrier relationships, and growth opportunities.

The Retail Insurance Producer will be responsible for developing new business opportunities, cultivating client relationships, and growing a profitable book of business. This individual will serve as a trusted advisor to clients, helping them identify and manage risk through customized insurance solutions.

Candidates with experience in Commercial Property & Casualty, Employee Benefits, Risk Management, or related insurance disciplines are encouraged to apply.

Responsibilities

• Generate new business opportunities through networking, referrals, centers of influence, and direct prospecting efforts.

• Build and maintain strong relationships with business owners, executives, and key decision-makers.

• Develop and execute strategies to grow a profitable book of business.

• Identify client needs and recommend appropriate insurance and risk management solutions.

• Collaborate with internal teams and carrier partners to deliver exceptional service and support.

• Cross-sell additional products and services where appropriate.

• Maintain a strong pipeline of prospects and consistently achieve production goals.

• Stay informed on industry trends, market conditions, and carrier offerings.

• Establish and maintain long-term client relationships while serving as a trusted advisor.

Qualifications/Requirements

• Minimum of 2 years of experience in insurance sales, brokerage, or business development.

• Experience in Commercial Insurance, Employee Benefits, Risk Management, or related insurance disciplines preferred.

• Demonstrated ability to develop and close new business opportunities.

• Strong communication, presentation, and relationship-building skills.

• Entrepreneurial mindset with a desire to grow and manage a personal book of business.

• Candidates with producer experience seeking greater support, broader market access, and enhanced growth opportunities are encouraged to apply.

• Stable career history with a track record of professional growth.

• Holds an active P&C (Property and Casualty) insurance license and/or an active L&H (Life and Health) insurance license, as applicable to the line of business.

Compensation Package

• 40% commission on the first tier of annual revenue generated.

• Increased commission percentages available as production levels grow.

• Draw or guaranteed income options may be available based on experience, production history, and business plan.

• Competitive benefits package, paid time off, professional development opportunities, and long-term growth incentives.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TM1

Retail Insurance Producer

Job Summary

Seeking a motivated and entrepreneurial Retail Insurance Producer to join a growing insurance organization. This opportunity is ideal for sales professionals looking to expand their book of business, increase earning potential, and leverage a platform that provides strong operational support, carrier relationships, and growth opportunities.

The Retail Insurance Producer will be responsible for developing new business opportunities, cultivating client relationships, and growing a profitable book of business. This individual will serve as a trusted advisor to clients, helping them identify and manage risk through customized insurance solutions.

Candidates with experience in Commercial Property & Casualty, Employee Benefits, Risk Management, or related insurance disciplines are encouraged to apply.

Responsibilities

• Generate new business opportunities through networking, referrals, centers of influence, and direct prospecting efforts.

• Build and maintain strong relationships with business owners, executives, and key decision-makers.

• Develop and execute strategies to grow a profitable book of business.

• Identify client needs and recommend appropriate insurance and risk management solutions.

• Collaborate with internal teams and carrier partners to deliver exceptional service and support.

• Cross-sell additional products and services where appropriate.

• Maintain a strong pipeline of prospects and consistently achieve production goals.

• Stay informed on industry trends, market conditions, and carrier offerings.

• Establish and maintain long-term client relationships while serving as a trusted advisor.

Qualifications/Requirements

• Minimum of 2 years of experience in insurance sales, brokerage, or business development.

• Experience in Commercial Insurance, Employee Benefits, Risk Management, or related insurance disciplines preferred.

• Demonstrated ability to develop and close new business opportunities.

• Strong communication, presentation, and relationship-building skills.

• Entrepreneurial mindset with a desire to grow and manage a personal book of business.

• Stable career history with a track record of professional growth.

• Holds an active P&C (Property and Casualty) insurance license and/or an active L&H (Life and Health) insurance license, as applicable to the line of business.

Compensation Package

• Salary: Open based on experience, production history, and overall qualifications.

• Competitive commission structure with increased earning potential based on production levels.

• Draw or guaranteed income options may be available based on experience, production history, and business plan.

• Competitive benefits package, paid time off, professional development opportunities, and long-term growth incentives.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TM1

Personal Lines Insurance Agent

Job Summary

Seeking a dedicated and customer-focused Personal Lines Insurance Agent to join a team. This role involves selling and servicing personal lines insurance policies, including Home, Auto, Renters, Umbrella, and Life. The ideal candidate will have a passion for building relationships, providing exceptional customer service, and achieving sales goals. This is a fully onsite position, offering an opportunity to work in a collaborative and supportive environment where your contributions are valued.

Compensation Package

• Competitive Salary: Based on experience and qualifications.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Training and Development: Ongoing professional growth opportunities.

Responsibilities

• Sell and service personal lines insurance policies, including Home, Auto, Renters, Umbrella, and Life.
• Identify client needs and recommend appropriate coverage solutions.
• Cross-sell and up-sell insurance products to existing clients.
• Generate new business through referrals, networking, and proactive outreach.
• Respond promptly and professionally to client inquiries via phone, email, and text.
• Maintain accurate documentation and policy records.
• Follow up on leads and ensure a high level of customer satisfaction.
• Meet or exceed sales and retention goals.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License and Active Life Insurance License (required).
• Experience: Proven experience in personal lines insurance sales and service.
• Soft Skills:
  • Customer Service Excellence.
  • Strong Communication Skills.
  • Relationship Building.
  • Sales and Persuasion.
  • Organization and Attention to Detail.
• Work Environment: Fully onsite position.

#LI-PL1

CSR / Junior Producer Hybrid

Job Summary

Seeking a dedicated and adaptable Customer Service Representative (CSR) / Junior Producer Hybrid to join a growing team. This role offers a unique opportunity to work in a collaborative, family-oriented environment where you can wear many hats and contribute to the success of a thriving insurance agency. If you are passionate about providing exceptional service, managing diverse accounts, and contributing to a supportive team culture, we encourage you to apply.

Compensation Package

• New Haven Location: Base salary up to $50,000 + commissions on new business (2% of agency premium, paid one time).
• Wellington Location: Base salary up to $55,000 (absolute cap; $40,000–$50,000 preferred) + commissions on new business (2% of agency premium, paid one time).
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• New Haven Location:
  • Serve as a generalist CSR, managing a variety of tasks including reviewing and writing new business.
  • Handle a round-robin workflow and address day-to-day needs as they arise.
  • Manage a book of business with a premium size of $3.2 million.
• Wellington Location:
  • Perform CSR duties with additional producer responsibilities.
  • Manage a book of business with a premium size of $2.7 million.
  • Work closely with a senior producer and adapt to a structured yet dynamic environment.
• Handle personal lines, commercial lines, and farm accounts.
• Communicate effectively with clients, carriers, and team members.
• Utilize the EPIC agency management system to manage accounts and workflows.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • New Haven: Open to candidates with less than 5 years of experience; early-career professionals are encouraged to apply.
  • Wellington: Preference for more experienced candidates who can work effectively in a demanding environment.
• Technical Skills:
  • Familiarity with the EPIC agency management system is preferred but not required.
  • Experience with Hawksoft or similar systems is acceptable.
• Soft Skills:
  • Strong communication skills, including the ability to engage in meaningful conversations with clients and team members.
  • Adaptability and a willingness to take on varied responsibilities.
  • Self-starter with a growth mindset and a proactive approach to problem-solving.
  • Strong organizational skills to manage workflow volume effectively.

#LI-CM1

P&C Insurance Producer

Job Summary:

The P&C Insurance Producer is responsible for generating new business and managing relationships within the commercial insurance sector. This role involves prospecting for new clients, conducting needs assessments, presenting tailored insurance solutions, and closing sales. The Commercial Lines Insurance Producer will also work closely with existing clients to ensure their commercial insurance needs are met and to maintain high levels of customer satisfaction and retention.

Key Responsibilities:

• Sales and Business Development:

  • Actively prospect and generate new commercial insurance business by identifying and targeting potential clients.
  • Develop and implement strategies for prospecting and lead generation through networking, cold calling, referrals, and industry events.
  • Conduct comprehensive risk assessments for prospective clients to understand their business needs and recommend appropriate insurance coverage.
  • Present tailored commercial insurance solutions, including property, liability, workers' compensation, professional liability, and other specialized coverage.
  • Negotiate policy terms, pricing, and conditions with underwriters and clients to secure optimal coverage.
  • Close sales and meet or exceed monthly and annual sales targets.

• Client Relationship Management:

  • Build and maintain strong, long-lasting relationships with commercial clients to ensure high levels of satisfaction and retention.
  • Regularly check in with clients to review coverage, make adjustments as necessary, and identify opportunities to cross-sell or up-sell additional insurance products.
  • Provide ongoing support for clients, addressing inquiries, explaining policy coverage, and resolving any issues or concerns.

• Policy and Risk Management:

  • Ensure that all client policies are accurately issued, updated, and comply with all regulatory requirements.
  • Review and analyze clients' current insurance programs, identifying gaps in coverage and proposing enhancements.
  • Stay informed about industry trends, emerging risks, and new insurance products to provide clients with the best solutions.

• Collaboration and Teamwork:

  • Work closely with the account management team, underwriters, and other stakeholders to ensure timely and accurate service for clients.
  • Provide clients with clear and timely communication about any policy changes, claims, or renewals.

• Market and Product Knowledge:

  • Stay up-to-date on changes in commercial insurance regulations, market trends, and new products.
  • Maintain a thorough understanding of the insurance marketplace, including competitor offerings, to better position your agency’s products.

• Administrative Duties:

  • Maintain accurate and up-to-date client records in the agency management system.
  • Prepare and present proposals, insurance quotes, and contracts to clients.
  • Document all interactions with clients, sales activities, and relevant updates in the CRM system.

• Reporting and Performance Tracking:

  • Track sales activity, client meetings, and progress against sales goals.
  • Report on performance metrics and provide regular updates to management regarding new business development, client retention, and pipeline status.

Qualifications:

• Education:

  • Bachelor’s degree in business, finance, or a related field preferred.
  • High school diploma required.

• Experience:

  • Previous experience in commercial insurance sales or a related field preferred (3+ years of experience).
  • Proven track record of achieving sales goals and business development success.
  • Strong understanding of commercial insurance products, including property, casualty, general liability, workers' compensation, and professional liability.

• Skills:

  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Strong sales and negotiation skills, with the ability to close business and meet sales targets.
  • Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage.
  • Proficiency with insurance management software and CRM tools.
  • Self-motivated and driven to succeed, with a proactive approach to lead generation and sales.

• Licensing:

  • Must hold or be willing to obtain a state insurance producer license for commercial lines.
  • Continuing education and certification may be required to stay up-to-date with industry regulations and trends.

#LI-AS2

Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive to join a growing team. This role is ideal for a professional with a strong background in servicing existing accounts and generating new business. The position offers flexibility with remote work options, requiring occasional in-office meetings (approximately once a month or as needed) and will play a key role in managing a diverse portfolio of accounts while contributing to the company’s growth.

Compensation Package

• Salary Range: Competitive, with flexibility based on experience.
• Benefits: Comprehensive benefits package, including 401(k).
• Work Environment: Respectful, collaborative, and growth-oriented culture with a strong emphasis on work-life balance.

Responsibilities

• Manage a generalist book of business, including contractors, construction, landlords, strip malls, restaurants, and more, with account sizes ranging from $25K to $200K.
• Provide end-to-end servicing of accounts, ensuring client satisfaction and retention.
• Develop and maintain strong relationships with existing clients while identifying opportunities for upselling and cross-selling.
• Actively prospect and secure new business opportunities to contribute to the company’s growth.
• Collaborate with internal teams, including CSRs and producers, to deliver exceptional service.
• Utilize HawkSoft software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Proven ability to service a book of business and generate new business opportunities.
• Technical Skills: Proficiency in HawkSoft or similar agency management software is preferred.
• Location: Must be based in the Philadelphia, Montgomery, or Bucks County area.
• Work Arrangement: Remote work is acceptable, with the ability to attend in-office meetings at least once a month or as needed.
• Soft Skills: Strong communication, organizational, and relationship-building skills.

#LI-CS1

Commercial Lines Insurance Producer - Birmingham Metro Area

Job Summary

Seeking experienced and motivated Commercial Lines Insurance Producers to join a growing team.
This role is integral to the mission of transforming and elevating the insurance and risk management industry.
As a Commercial Lines Insurance Producer, you will be responsible for soliciting and selling new business, developing additional revenue from existing clients, and ensuring the highest level of service and retention through collaboration with account managers and service teams.

***This is an outstanding opportunity for High Performing Commercial Lines Producers to get Equity from the agency!***
Compensation starting a base salary between $60k and $90k+ DOE, book and growth plan!

Responsibilities

As a Commercial Lines Insurance Producer, your key responsibilities will include:

• Meeting activity and sales goals as established with management and providing regular updates on progress.
• Identifying new leads and gathering necessary information for future client appointments.
• Developing, presenting, and selling new business proposals to prospective clients.
• Ensuring compliance with account quality and size standards set by the agency.
• Establishing payment arrangements for customers.
• Conducting periodic service and goodwill calls to existing accounts and coordinating customer service requests.
• Providing professional advice and guidance to improve clients' risk management programs.
• Actively pursuing the sale of additional coverage and policies to existing customers.
• Collaborating with other producers to share leads and participate in joint sales calls.
• Attending and actively participating in regular sales meetings.
• Building and maintaining strong relationships with insurance carriers and company representatives.
• Assisting the marketing team in securing and negotiating quotations and coverage placements.
• Achieving educational and professional development goals as set by agency management.
• Maintaining a professional demeanor and promoting a positive public image for the agency.

Qualifications/Requirements

The ideal candidate will possess the following qualifications and skills:

• A bachelor’s degree in business or finance (preferred).
• 3-5+ years of experience in commercial property and casualty insurance agency sales (preferred).
• Professional designations (highly desirable).
• Property, Casualty, Life & Health licenses (a significant plus).
• Proven track record of successful sales and a commitment to high standards of customer service.
• Comprehensive knowledge of commercial property and casualty insurance products.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills to explain complex insurance information clearly.
• Proactive approach to generating new business and retaining existing clients.
• Adequate knowledge of rating procedures, coverages, and industry operations.
• Ability to travel locally to meet with clients and prospects.

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