Located in Sarasota, FL
Job Full Description
Our client is a premier provider of provider of personal and commercial insurance, and investment advisory along the Gulf Coast. Their 50 plus year reputation of exceptional customer service and quality is the foundation for their success.
They also offer their clients comprehensive employee benefits packages, giving them the edge they need to hire and retain quality, dedicated staff. We understand the importance of commercial insurance and relaying information to business owners to understand areas of vulnerability and investment. Their team works with employers and employees to create a well-rounded selection of benefits, and health insurance, a 401(k) plan, life insurance, and dental coverage are a few of the plans that they can consider offering.
Currently they are seeking to add an Employee Benefits Advisor to join their team of over 70 people.
Job Summary
The Employee Benefits Insurance Advisor is responsible for developing, selling, and managing employee health and benefits insurance solutions for employer clients. This role focuses on new business development, client relationship management, and delivering customized benefit strategies that meet employers’ financial and workforce needs. The Producer acts as a trusted advisor, guiding clients through planning, carrier selection, renewals, and ongoing service.
Key Responsibilities
Sales & Business Development
- Identify, prospect, develop and bind new employer group health insurance.
- Retain and renew existing business.
- Generate leads through networking, referrals, cold outreach, and industry events.
- Conduct needs assessments to understand clients’ workforce, budget, and benefits goals.
- Present and sell employee health and benefits solutions, including medical, dental, vision, life, disability, and voluntary benefits.
Client Relationship Management
- Serve as primary point of contact for assigned clients.
- Build long-term relationships through consulting & check-ins.
- Coordinate onboarding of new clients and transition of benefits.
- Participate in renewal strategy, negotiations, and plan recommendations.
Product & Market Expertise
- Maintain strong knowledge of group health insurance products, carriers, and plan designs.
- Stay current on industry trends, compliance requirements (ACA, ERISA, COBRA), and regulations.
- Collaborate with internal service teams and carrier partners to deliver optimal solutions.
Collaboration & Administration
- Work closely with account managers, service teams, and underwriting partners.
- Maintain accurate documentation, proposals, and CRM records.
- Meet or exceed production, revenue, and retention goals.
Qualifications
Required
- Active state insurance license 2-15 Life & Health.
- 2+ years of experience in employee benefits or group health insurance sales.
- Strong consultative and negotiation skills.
- Excellent communication, presentation, and interpersonal skills.
- Ability to manage multiple prospects and clients simultaneously.
Preferred
- Bachelor’s degree in Business, Finance, or related field.
- Proven Sales Track Record.
- Experience working with small, mid-market, or large group employers.
- Familiarity with HR, payroll, or benefits administration platforms.
Sarasota, FL
3094
965 University Parkway
Suite 103
Sarasota, FL 34234
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