Benefits Advisor in Irvine, CA at Volt

Date Posted: 2/25/2021

Job Snapshot

  • Employee Type:
    Direct Hire
  • Location:
    Irvine, CA
  • Job Type:
  • Duration:
    N/A
  • Date Posted:
    2/25/2021
  • Job ID:
    264603
  • Contact Name
    Volt Branch
  • Phone
    805/560-8658

Job Description

We have an exciting permanent opportunity for a Benefits Advisor for the Ventura, Ca area. The Benefits Advisor (BA) reports to the Vice President, Employee Benefits for our Insurance Services. The Benefits Advisor is responsible for brokering Employee Benefit (EB) insurance products to a new or existing customer base. The Benefits Advisor is expected to partner with production, service, and resource professionals working towards expanding Insurance Services group benefit offerings.

Q U A L IF IC A TIO NS

  • BS/BA degree preferred, and five (5) years of prior successful insurance new sales experience required.
  • The appropriate States’ Department of Insurance license(s) required.
  • Comprehensive understanding of how insurance products are presented, described, financed, purchased, and delivered.
  • Proven ability to influence company decision makers i.e. principals/owners, chief executives, chief financial officers, human resources management etc. to purchase insurance.
  • Strong skills in end-user MS Office software (Word, Excel, PowerPoint), Salesforce, and other systems containing prospect and client information.
  • Extensive knowledge of how organizations (e.g., employers, purchasing coalitions, etc.) purchase EB products and services.
  • Excellent verbal, written and presentation skills to communicate complex insurance concepts.
  • Agriculture or related industry experience a plus.
  • Ability to plan work strategically by locating and pursuing new business opportunities.
  • Verifiable clean DMV record and the ability to travel to locations throughout the U.S. (mainly California and Arizona) up to 70% of the time.

DU T I ES A ND R E S P O N S IB IL ITIE S

Sales

  • Achieve the annual sales goals through effective planning, analyzing data on past performance, and projecting future performance.
  • Prospect and assess client need to secure employee benefits sales.
  • Seek out new customers by developing opportunities through networking, cold calling, and seminars to generate “warm-leads” or prospects.
  • Design competitive health-care coverage plans that provide employees with the features and options they want and are affordable for both the company and the employee.
  • Manage the process of insurance companies placing bids to provide health care insurance for a company.
  • Work with carriers and markets to determine the best product for the customer’s interest/needs.
  • Evaluate proposals and work with the client to make decisions.
  • Lead presentations to C-level audiences.

Client Retention

  • Develop and maintain C-Suite and decision maker relationships within accounts.
  • Provide proactive ongoing advice and consultation to clients.
  • Educate clients on new issues and outcomes.
  • Orchestrate strategic and tactical execution of account planning and development.
  • Execute the WGIS renewal strategy to ensure retention goals are met.
  • Expose client accounts to all WGIS offerings.

Communication & Reporting

  • Demonstrate superior communication skills.
  • Consistently produce clear, concise, and professional emails/written documents.
  • Demonstrate clarity and diplomacy in challenging and highly complex communication situations.
  • Transmit marketing and sales intelligence relating to competition and changes in the marketplace.
  • Follow standard operating procedures (SOPs) and business roles for utilizing the relationship management systems.
  • Maintain awareness of competitive activities and opportunities.
  • Maintain a valid Life and Health License for the appropriate state.

Maintain a clean DMV record and the ability to travel to locations throughout the U.S. (mainly California and Arizona) up to 70% of the time

                           Volt is a Equal Opportunity Employer