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OPOC.us

Employee Benefits Practice Sales Leader

Insurance Sales & AgencyUpdated on Nov 11
Full-timeWorthington, OH, USAIn-person

About the Job

Requirements

  • An active Ohio Life and Health (Accident & Health) license, or the ability to obtain it before starting; additional state licenses as needed.
  • At least 10 years of employee benefits experience in brokerage, consulting, or carrier settings, including at least 5 years leading producers or account management teams.
  • A proven record of growing a group benefits book through new business.
  • Deep knowledge of fully insured, level-funded, and self-funded plans; ancillary and voluntary products; and benefits compliance, including ACA, ERISA, COBRA, and HIPAA.
  • Established carrier relationships in the Ohio and regional market.
  • Proficiency with CRM and agency management systems, such as Salesforce, Applied Epic, and BenefitPoint, and benchmarking and analytics tools.
  • A bachelor's degree in Business, Finance, Human Resources, or a related field.
  • Strategic thinking that turns market and renewal data into multi-year client and practice plans.
  • Consultative selling and presentation skills with C-suite and HR decision-makers.
  • Negotiation skills with carriers and vendors.
  • Coaching and talent development across in-office and remote teams.
  • Analytical and financial skills.

Responsibilities

  • Lead, mentor, and develop a team of benefits producers locally in Worthington and remotely across the United States to meet new-business and retention goals.
  • Lead a team combining in-office and remote members.
  • Build a collaborative, accountable culture focused on client advocacy and continuous improvement.
  • Run training on benefits products, funding strategies, compliance, and consultative selling.
  • Develop and execute the practice's growth plan in alignment with company goals.
  • Personally lead or support high-value prospect pursuits, finalist presentations, and strategic renewals.
  • Identify new markets, industries, and product opportunities, including self-funded, level-funded, voluntary, and ancillary products, to expand the client base.
  • Monitor pipeline, new revenue, and forecast accuracy.
  • Report market trends, competitive intelligence, and service enhancements to leadership.
  • Manage the practice budget, staffing, resource allocation, and incentive programs.
  • Use CRM and agency management systems to maintain accurate data and produce actionable reporting.

Desired Qualifications

  • An MBA.
  • Designations such as CEBS, REBC, RHU, or GBA.

About the Company

Company size
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Total funding
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Founded
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