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  • Gregory & Appel

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  • Shepherd Insurance

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Employee Benefits Consultant

Indianapolis, IN, United States

Job Description:

The Employee Benefits Consultant (known internally as an Employee

Benefits Producer) acquires new business and retains business through

renewals in keeping with Agency and individual goals. Provides field

service in support of sales duties. The Sales Advisor agrees upon and

sets an annual sales goal in coordination with the Managing Director

and meets the annual sales goal along with managing a book of existing

clients through collaboration and teamwork with various Operations colleagues.

Responsibilities

Achieve annual new and renewal production goals. Manage time and

resources to achieve these goals. This includes monitoring progress

toward goals on an ongoing basis and making any changes in work

habits or workflows to achieve short- and long-term goals.

Develop prospects through an organized direct solicitation

program, referrals from present accounts, target marketing leads and

through community affairs, affiliations and other contacts.

Develop all information and recommendations for prospective

accounts, present proposals and adhere to agency policies and

procedures for writing new accounts.

Follow sales methodologies as prescribed by the Managing Director

and revenue team leadership.

Complete interaction with clients, agency and company personnel to

minimize potentials for error or omission claims, in a timely manner.

Perform special projects at management's request.

Identify and penetrate opportunities to cross sell new/renewal

accounts to other departments in the Agency.

Maintain a positive attitude and contribute to a harmonious and

cooperative spirit within the agency.

Learn, embrace and utilize Agency technology solutions.

Assist and support Operations colleagues with existing client needs

Serve in an informal leadership/mentorship capacity for Operations

and other Sales colleagues

All other duties as assigned

Experience and Skills:

4-6 years proven sales and or industry experience

Bachelor's Degree or combined equivalent years of education and experience

Health & Life License required

Must be aggressive/assertive, a self-starter with the ability to

influence others. Should have demonstrated effective presentation

skills through both verbal and written communications. Must be

willing to travel as required.

Additional Skills

Prospecting for new client relationships

Selling or Influencing Others

Communicating with Persons Outside Organization

Establishing and Maintaining Interpersonal Relationships

Performing for or Working Directly with the Public

Getting Information

Updating and Using Relevant Knowledge

Organizing, Planning, and Prioritizing Work

Calculating costs of services.

Customizing financial products or services to meet customer needs.

Gathering customer or product information to determine customer needs.

Benefits

Medical, Dental & Vision

Short-Term & Long-Term Disability

Extended Holiday Weekends

Paid Parental Leave

Company Matching Donations

401k, Roth Option & Matching

Life Insurance

Hybrid Work Environment

Wellbeing Coaching

Mental Health Sessions

Tuition Reimbursement

Fully remote position will be considered if candidate is more than

50 miles from local Indianapolis office

Why Work at G&A?

Gregory & Appel helps organizations and people grow through

tailored risk management strategies. From helping companies with their

business insurance programs and employee benefits offerings to helping

individuals protect their assets - our team is the difference.

Who wouldn't want to work for a company that:

Supports community involvement

Prioritizes diversity, equity and belonging

Invests in your future

Gives 10% of profits back into the community

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Employee Benefits Consultant jobs in Indianapolis, IN, United States

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