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DATE ADDED: Fri 21/09/2018

Employee Benefits Sales Producer

Cerritos, USA


Job Description

Job Description:

Petra Risk Solutions is the nation’s largest independent Insurance Brokerage, exclusively dedicated to the Hospitality Industry. We are currently accepting resumes for experienced Benefits Sales Producers. This is a sales-service position, at a busy independent insurance brokerage. Qualified professionals should expect to participate actively in a variety of sales-related tasks including prospect qualification, account submission & proposal preparation, cross selling & sales call follow up activities, and attending scheduled meetings & presentations.

Advantages of working with our team:

  • Active accounts/book of business provided
  • Opportunity for new business growth
  • Specialized markets and programs
  • Support staff with experience in a niche industry
  • The ability to determine your own income

Responsibilities Include:

  • Pursue or delegate opportunities to round out existing client programs with additional and/or increased lines of coverage
  • Active participation in renewal strategy meetings
  • Lead client meetings to discuss coverage needs and expectations
  • Present proposals to clients
  • Delegate tasks and duties to Service team
  • Maintain documentation, as required to adhere to company policies & procedures
  • Provide information for underwriting, as needed
  • Direct coverage placement through instructions provided to Marketing
  • Provide all information necessary to prepare client invoices
  • Prepare all orders and instructions to Client Services team
  • Meet regularly with Service team to update, advise, and inform
  • Maintain business relationships with clients
  • Review and deliver summary, proposals and policies
  • Manage client expectations
  • Develop and foster an engaged team, committed to respect, trust, and open communication
  • Facilitate problem solving and collaboration, in response to challenges
  • Provide deliverables to satisfy client requirements, cost and schedule
  • Model effective, positive working relationships with Associates and clients

Knowledge, Skills & Abilities:

  • Valid CA Life & Health license and a valid Driver’s License
  • Solid knowledge of Group Employee Benefits coverage
  • 5 - 7 years and experience sales
  • Proficiency with MS Office Software (Excel, Outlook, Word, PowerPoint)
  • Motivated, self-starter with attention to detail
  • Excellent verbal and written communication skills
  • Strong analytical skills


  • Competitive base salary (negotiable), plus commission
  • 401K Plan
  • Medical, Dental, Vision, Life and Supplemental Insurance Plans
  • Continuing education benefits
  • Flexible work environment

Company Description
Petra Risk Solutions is the nation’s largest independent Insurance Brokerage, exclusively dedicated to the Hospitality Industry. Serving our clients for more than 20 years, we offer all lines of Insurance Coverage and specialized Risk Management services.

Role: Employee Benefits Sales Producer
Job Type:
Location: Cerritos,

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