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Vice President /Producer/Consultant - Employee Benefits

Company: Bolton & Company
Location: Santa Clara
Posted on: February 24, 2021

Job Description:

Vice President /Producer/Consultant - Employee Benefits-- Description SUMMARYProduce and service a book of Employee Benefits business. Represent Bolton & Company at various industry functions.ESSENTIAL DUTIES AND RESPONSIBILITIESOther duties may be assigned.

  • Attend Assurex meetings, CAIB meetings and selected meetings representing Bolton & Company.
  • Support relationship with Employers Group.
  • Additional work functions that may be requested by management.
  • Coordinate service delivery and retention of produced accounts.
  • Actively solicit and consistently present new business opportunities to the Company and meet/exceed new business goals as set from time to time.
  • Maintain and grow knowledge base in the areas of insurance and non-insurance products, and individual sales abilities/skills.
  • Work with existing client and potential clients to become a "trusted advisor" or "consultant."
  • Be active in outside activities including community, specific industries, volunteer organizations, etc., in order to foster future sales opportunities.
  • Use other Company personnel to proactively cross sell additional lines of coverage.
  • Proactively over serve the top 20% of your clients through service plans, etc.
  • Be willing to offer assistance to other producers and/or employees as needed and promote an environment of teamwork.
  • Attend all producer meetings and performance groups.
  • Support and actively participate in Company sales programs (i. e. on-line client service solutions, seminars, etc.) as may be announced and promoted from time to time.
  • Work closely with Account Manager in providing the necessary information in a timely manner so that the client may be better served.
  • Always present and conduct yourself in a professional manner that is consistent with the image of the Company and supports the furthering of the professional reputation of the Firm. Position Requirements Designations, LicensesMust hold required insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.Education and/or ExperienceBachelor's degree from four-year college or university; or ten or more years related experience and/or training. Bachelor's degree preferred.A minimum of a High School diploma or GED is required for this position. Full-Time/Part-Time Full-Time Position Assistant Vice President /Producer - Employee Benefits Exempt/Non-Exempt Exempt Location Santa Clara Office EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications. Vice President/Producer - Personal Lines in Pasadena, CA
    Posted on: 2/19/2021
    [Apply Now]

    Vice President /Producer/Consultant - Employee Benefits in Anaheim, CA
    Posted on: 7/2/2015
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    Vice President / Producer/Consultant - Commercial Lines in Anaheim, CA
    Posted on: 7/2/2015
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    Vice President / Producer/Consultant - Commercial Lines in Santa Clara, CA
    Posted on: 10/16/2014
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    Vice President /Producer/Consultant - Employee Benefits in Pasadena, CA
    Posted on: 8/15/2014
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    Other Jobs Within 60 Miles Vice President / Producer/Consultant - Commercial Lines in Santa Clara, CA
    Posted on: 10/16/2014
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Keywords: Bolton & Company, Santa Clara , Vice President /Producer/Consultant - Employee Benefits, Executive , Santa Clara, California

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