Job Application - World Insurance Associates

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Employee Benefits Producer - North Miami Beach, FL

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Position Summary

The Employee Benefits Producer is responsible for driving new business revenue growth by identifying and attracting new clients who align with our value proposition. In addition, successful candidates will also build and maintain the relationship with clients by working with them on an ongoing basis and through the renewal process. 

Essential Duties and Responsibilities 

  • Responsible for identifying, soliciting and closing new business for the company
  • Generate an ongoing list of prospects for employee benefits
  • Identify key decision makers, and understands their business objectives, priorities, and concerns and converts these into addressable needs
  • Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients
  • Ability to identify opportunities for cross-sell of other lines of insurance (P&C, commercial, etc.)
  • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage 
  • Work with multiple A-rated carriers 
  • Appropriately leverage internal resources to client’s benefit
  • Partner with consultants/service staff to deliver client presentations
  • Updates CRM as a daily part of the lead origination and opportunity pursuit, including activities conduct, stage classification and dollar values of opportunities for pipeline reporting and sales forecasts
  • Identify opportunities to round out accounts for existing clients



  • 3-5 years of experience working in an insurance brokerage or carrier; business to business sales including calling on senior executives and a track record of financial success in a consultative role
  • Life and health insurance Florida 2-15 license or the ability to obtain it within 90 days of employment
  • Strong knowledge of the employee benefits landscape
  • Personable and highly motivated to grow personal success
  • Good written and verbal communication and presentation skills
  • Strong visibility within the HR and benefits community
  • Excellent organization and follow-up skills
  • Consultative, positive and resourceful approach to dealing with prospect, clients and associates
  • Excellent listening skills with strong customer focus
  • Ability to work with senior level management and have a top level executive presence
  • BA degree preferred
  • Bilingual (English/Spanish) preferred
  • Applied Epic or similar agency management software experience, preferred
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
  • Demonstrates excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude