Univest Corporation of PA - Senior Employee Benefits Consultant
Location: Lansdale, Pennsylvania
Job ID: 6357 | Type: Full Time | # of Openings: 1 | Category: Insurance
Overview
Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.
At Univest, we invest in the success of our employees and customers. We foster a culture and an environment that inspires change and inclusivity. We seek career-focused individuals who bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.
We are looking for a Senior Employee Benefits Consultant to join our Employee Benefits Sales team.
Responsibilities
- Production of New Business
- Meet annual sales goals with a focus on mid-market opportunities.
- Cross-sell other Univest lines of business (banking, investments, etc.).
- Develop relationships with centers of influence.
- Engage in community involvement and develop referral sources.
- Conduct cold calling and maintain a prospect database.
- Meet with prospects to determine insurance needs.
- Present capabilities and close sales.
- Assist in transfer of Book of Business (BOR).
- Maintain production reports and attend all sales meetings as required.
- Retention of Existing Business
- Maintain relationships with existing clients, serving as primary contact/team lead.
- Negotiate with carriers at renewal.
- Create renewal presentations and lead renewal meetings alongside the Account Management Team.
- Provide strategic direction of accounts.
- Work with the Account Management team on wellness initiatives, compliance, and employee education.
- Adhere to established workflows and support Account Management.
- Miscellaneous Responsibilities
- Support Practice Leader in developing and maintaining carrier relationships.
- Participate in team selling situations with other consultants and support staff.
- Promote agency and insurance industry within the community.
- Perform other specific duties as assigned.
- Follow Univest Way Fundamentals.
- Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct.
Qualifications
- Consultative selling skills.
- Advanced knowledge of all benefit lines of insurance coverage, products, and services.
- Working knowledge of the Mid-Atlantic Region preferred.
- Minimum of 7+ years of Employee Benefits industry experience.
- Proficient in both fully insured and self-funded contracts.
- Leadership skills.
- Professional appearance and a positive attitude.
- Proficiency in Microsoft Products and Salesforce.
- Licensed in Life & Health.
#LI-Onsite #Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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