Harrison Gray Search has partnered with a well-established independent insurance brokerage to find a dynamic Employee Benefits Producer to join their successful team. This individual will be responsible for selling new accounts, renewing existing accounts, and ensuring both firm and personal sales goals are achieved. The ideal candidate will thrive in building long-term client relationships, developing creative benefit solutions, and driving new business growth in the employee benefits space.

Location: This role can be positioned out of the Fort Walton or Pensacola area.

Department: Employee Benefits

Reports to: Director of Sales

FLSA Status: Exempt

Position Summary

The Employee Benefits Producer plays a critical role in expanding the firm’s book of business by identifying prospects, presenting tailored benefit solutions, and consulting with clients on their employee benefits needs. This role requires a proactive approach to business development, client retention, compliance oversight, and collaboration with internal teams and insurance carrier partners.

Key Responsibilities

• Manage sales pipeline by scheduling appointments, analyzing client exposures, and presenting strategic insurance solutions.
• Gather underwriting data and prepare detailed proposals and quotes for benefit plans.
• Oversee service delivery through renewals, financial evaluations, benchmarking, and plan design in partnership with account management teams.
• Develop and execute ongoing sales strategies to penetrate target markets and achieve growth goals.
• Build relationships with referral sources, centers of influence, and industry partners.
• Qualify and assess prospect opportunities based on company criteria and guidelines.
• Stay current on industry trends, compliance requirements, and carrier product offerings.
• Participate in sales meetings, training, and professional development opportunities.
• Maintain accurate and timely communication with all clients, carriers, and internal stakeholders throughout the sales and renewal process.
• Work a full-time schedule with occasional business travel as needed.
• Perform additional duties and responsibilities as assigned.

Desired Education, Skills, and Experience

• An active state Life & Health Insurance license is required.
• Bachelor’s degree preferred.
• Minimum of 3 years of successful employee benefits sales experience, or an equivalent combination of education and experience.
• Strong interpersonal skills with the ability to communicate effectively with clients, carriers, and colleagues.
• Professional presence and consultative approach to client relationships.
• Proven ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, etc.).
• Self-starter with excellent time management and organizational skills.