Senior Employee Benefits Consultant - Univest Financial Corporation

Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We are looking for a Senior Employee Benefits Consultant to join our Employee Benefits Sales team.   

Production of New Business

• Meet annual Sales Goals with a focus on Mid-Market opportunities
• Cross sell other Univest lines of business-banking, investments, etc.
• Develop relationships with centers of influence
• Community involvement
• Develop referral sources
• Cold-Calling
• Maintain prospect database
• Meet with prospects to determine insurance needs
• Present capabilities and close sale
• Assist in transfer of BOR
• Maintain production reports and attend all sales meetings as required 

Retention of Existing Business 

• Maintain relationship with existing clients, serving as primary contact/team lead.
• Negotiate with carriers at renewal
• Create renewal presentations, lead renewal meetings alongside Account Management Team
• Provide Strategic Direction of Account
• Work with Account Management team on Wellness Initiatives, Compliance, Employee education
• Adhere to established workflows, support Account Management

Miscellaneous Responsibilities 

• Support Practice Leader in developing and maintaining carrier relationships
• Participate in team selling situations with other consultants and support staff
• Promote agency and insurance industry within the community
• Perform other specific duties as assigned
• Follow Univest Way Fundamentals
• Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Consultative Selling Skills

Advance Knowledge of all benefit lines of insurance coverage, products, and services

Working knowledge of Mid-Atlantic Region preferred

Minimum of 7+ years of Employee Benefits industry experience          

Proficient in both Fully Insured and Self-Funded Contracts

Leadership Skills

Professional Appearance and a Positive Attitude

Proficiency in Microsoft Products and Salesforce

Licensed in Life & Health

Wage Range:

This is a fully commissioned position                                                                                                                                        

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.