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Employee Benefits Producer
About Us
Founded in 1948, Seltzer Group Partners offers businesses and people the best insurance programs available, delivers superior risk-management solutions and provides exceptional thought leadership. Our mission is to change the way our clients view insurance and manage risk. This enables us to deliver the highest-quality coverage that protects what they value most. Today, Seltzer Group Partners works with individuals and businesses in 11 different locations in eastern Pennsylvania, including Orwigsburg, Pottsville, Emmaus, Reading, Myerstown, Mount Penn, White Haven, Reading, Honey Brook, Lansford and Bethlehem. We also serve customers in Bradenton, FL. Seltzer Group Partners provides a team of people to help our clients with a wide range of specialized services. Every client is assigned a Client Advocate to quarterback and champion our client's specific business needs across our portfolio of different services. Each service area, whether it's business insurance, workers' compensation management, disaster recovery, safety, personal insurance or human resources management, has its own practice leader who also works directly with clients on those specific issues.
Employee Benefits Producer
Position Summary:
The Employee Benefits Producer is responsible for driving profitable growth through the sale of group employee benefit insurance solutions. This role focuses on identifying and developing new business opportunities, expanding existing client relationships, and retaining assigned accounts. The Producer will prospect, present, and close new business while supporting agency revenue goals and maintaining a high standard of client service.
Key Responsibilities:
- Develop and execute an approved annual sales plan aligned with agency-wide growth objectives.
- Consistently meet or exceed established annual sales and production goals.
- Prospect for new business by identifying qualified opportunities and maintaining an active pipeline.
- Conduct outbound sales activity including calls, emails, networking, and scheduling client appointments.
- Deliver professional sales presentations and consultative benefit plan proposals to prospective clients.
- Close new accounts while balancing production to achieve the desired mix of business.
- Maintain accurate prospect and pipeline activity in the agency’s prospecting system.
- Gather and complete required information and applications for submissions to appropriate insurance carriers.
- Coordinate with Account Managers to ensure smooth onboarding, submission, and policy issuance.
- Arrange payment terms in accordance with agency credit and collections policies.
- Support renewal marketing efforts by assisting in data collection, renewal strategy, and account retention activities.
- Deliver policies and/or binders in accordance with agency service guidelines and established timelines.
- Attend sales seminars, training sessions, carrier seminars, and continuing education programs to remain current on industry developments and strengthen sales techniques.
- Participate in special projects or initiatives as assigned by leadership.
- Perform additional duties as assigned.
Qualifications:
- Active Pennsylvania Life & Health Insurance license
- Minimum of 5 years of proven, measurable sales success in employee benefits, group health insurance, or a related insurance field.
- Strong knowledge of group employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and ancillary coverages.
- Ability to understand, analyze, and communicate sophisticated benefit plan designs and less common coverage options to clients and prospects.
- Demonstrated success applying consultative selling techniques, relationship-building strategies, and insurance sales methodologies.
- Experience using prospecting tools, CRM platforms, and sales pipeline management systems to support business development efforts.
- Working knowledge of Applied Epic preferred; experience with other agency management systems considered.
- Experience with benefits administration platforms such as Employee Navigator preferred.
- Proficiency in Microsoft Office Suite.
- Excellent interpersonal, verbal, and written communication skills.
- Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Willingness to travel locally for client meetings, presentations, and networking events.
- Ability to successfully pass a criminal background check, as permitted by law.
Hours: Monday-Friday, 8:30am-4:30pm
Office Location: 60 W. Broad Street, Suite 302, Bethlehem, PA 18018 (Hybrid Work Options)
Benefits:
- Competitive Compensation Package
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
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