Strategic Benefits Associate (Sales) en Lewer Agency Inc

Description

Who we are:

Since 1956, Lewer has served as an advocate for independent business owners who seek to protect what they’ve built and prepare for the future. In 1991, our student division was formed to protect people around the world.

Lewer offers a concierge approach to employee and student insurance by providing tailored benefit strategies designed to create healthier businesses, families, and individuals.

What you'll do at Lewer:

Roles and Responsibilities

As a Strategic Benefits Associate, your role is pivotal in ensuring the success and stability of our sales operations. Your impact goes beyond simply selling insurance policies; you play a crucial role in safeguarding our clients' financial well-being and protecting their assets. You will assist clients in the attraction and retention of great employees, focusing on new business development and subsequent client retention.

Your Key Areas of Impact

Revenue Generation: As an insurance producer, you are instrumental in driving revenue for the company. Your ability to identify potential clients, assess their insurance needs, and offer tailored coverage solutions directly impacts the growth of our insurance business. Your proactive approach in cultivating leads, converting prospects into loyal clients, and promoting policy renewals contributes directly to the company's financial success.

Client Relationships: You are the face of our insurance company to our clients. Building and maintaining strong client relationships is a cornerstone of your role. Your dedication to exceptional client service, responsiveness, and empathy in addressing their concerns helps establish trust and loyalty. Satisfied clients are more likely to recommend our services to others, fostering organic growth and brand reputation.

Client Satisfaction: As a producer, your primary responsibility is to ensure that your clients are satisfied with the services you provide. You are responsible for building long-term relationships with clients, understanding their unique needs and preferences, and offering customized solutions to meet those needs. The impact of your work in this area is reflected in client retention rates, client satisfaction scores, and referral rates.

Cross-Functional Collaboration: Your collaborative approach in working with various internal and external stakeholders is vital to the organization's success. Your effective communication skills, relationship-building, and teamwork foster a culture of collaboration and enable successful partnerships, benefiting the organization's overall business objectives.

Regulatory Compliance: The insurance industry is subject to a myriad of regulations and compliance requirements. As an in-house producer, you are responsible for adhering to these guidelines and ensuring that all policies and procedures are followed meticulously. Your attention to detail and adherence to industry best practices protect the company from potential legal issues and financial penalties.

Market Insights and Innovation: By staying up to date with industry trends, new products, and emerging risks, you bring valuable insights to the company. Your proactive approach in identifying innovative insurance solutions and tailoring products to meet evolving client needs enhances our competitive advantage and positions us as a leading player in the insurance market.

Streamlined Operations: Your efficient management of the CRM software ensures smooth and streamlined operations in the organization. By showing initiative and a willingness to learn tools such as Employee Navigator and Zywave, you'll begin to present these value-added services to your prospects. Your attention to detail and organizational skills help to minimize delays, reduce errors, and optimize processes, saving time and resources for the organization.

The Work Environment, Physical Demands, and Travel

Your work is conducted primarily at the Lewer Administrative Offices. On occasion, your work may be conducted at a remote location, such as a home office. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer 50% of the time. You will need to be able to lift up to 25 lbs. Travel is required for this seat and is up to 40%.

Your qualifications:

Requirements

You have a bachelor’s degree from an accredited university in business administration, finance, communications, marketing, or a related field. You may have experience in account management or group employee benefits. You are developing your skills in insurance brokerage, carrier, or related business sales, including calling on business owners, executives, and human resources professionals, and a track record of financial success. This experience has helped you develop excellent skills in relationship development, persuasion, communication, and collaboration. You hold a life and health insurance license or are committed to obtaining one within 90 days of hire. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe.

This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities, and activities may change at any time with or without notice.

Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship.

More about us:

Our Core Values

You live the following “Lewer Core Values” in your daily work:

I've Got This - Always takes care of business; assumes responsibility, supports accountability, leads by example.

Kaizen - Embodies constant improvement; always asks why and continuously improves our processes.

Results With Integrity - Commits to strong moral and ethical principles in the pursuit of excellence.

Good Vibes - Takes care of one another; works enthusiastically, treats others professionally and respectfully.

The Team

Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to:

• Giving clear directions.
• Providing the necessary tools.
• Acting with the greater good in mind.
• Delegating.
• Understanding your role and how you can help the company.
• Providing clear expectations.
• Communicating effectively.
• Running effective meetings.
• Meeting one-on-one with you quarterly or more, if needed.
• Rewarding and recognizing your performance.

It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions.

Your coworkers are a diverse group of professionals across all the business units of Lewer. They are highly skilled professionals who are passionate about their work and committed to achieving Lewer’s goals. They are collaborative and eager to work together to identify opportunities for improvement and find solutions to complex business challenges.

Benefits

Some benefits Lewer offers its Associates include:

• Employer-paid medical, dental & vision insurance
• Employer-paid short-term disability, long-term disability and life insurance
• $1,200 Employer HSA annual contribution
• 4% 401(k) match with 100% immediate vesting