Roles and Responsibilities

As the Strategic Benefits Advisor, you will present strategic benefit plans to assist clients in the attraction and retention of great employees.  The Strategic Benefits Advisor has a focus on new business development and subsequent client retention.

Our Core Values

You live the following Lewer Core Values in your daily work:

Exhibiting a professional approach, you have an organizational skillset that provides required attention to detail. You take care of business, assume responsibility, support accountability, and lead by example. You live “I’ve Got This”. 

In support of “Kaizen”, you have an embedded commitment to constant improvement. You ask why and find ways to continuously improve the way we do things.

“We Get It Done” by having a strong commitment to teamwork and collaboration. You operate with a sense of urgency and do not avoid responsibility. You move to implementation with 80% of the information. 

You foster a positive work environment and drive the success of Lewer by exemplifying “Good Vibes”. You are happy and enthusiastic in your work, treat others professionally and respectfully, and you spread good will. 

The Team

Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to: 

· Giving clear directions.

· Providing the necessary tools. 

· Acting with the greater good in mind.

· Delegating.

· Understanding your role and how you can help the company.

· Providing clear expectations.

· Communicating effectively.

· Running effective meetings.

· Meeting one-on-one with you quarterly or more, if needed.

· Rewarding and recognizing your performance. 

It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions.

Your Key Areas of Impact

Revenue Generation: As an associate insurance producer, you are instrumental in driving revenue for the company. Your ability to identify potential clients, assess their insurance needs, and offer tailored coverage solutions directly impacts the growth of our insurance business. Your proactive approach in cultivating leads, converting prospects into loyal clients, and promoting policy renewals contributes directly to the company's financial success.

Client Relationships: You are the face of our insurance company to our clients. Building and maintaining strong client relationships is a cornerstone of your role. Your dedication to exceptional client service, responsiveness, and empathy in addressing their concerns helps establish trust and loyalty. Satisfied clients are more likely to recommend our services to others, fostering organic growth and brand reputation.

Client Satisfaction: As an associate producer, your primary responsibility is to ensure that your clients are satisfied with the services you provide. You are responsible for building long-term relationships with clients, understanding their unique needs and preferences, and offering customized solutions to meet those needs. The impact of your work in this area is reflected in client retention rates, client satisfaction scores, and referral rates.

Cross-Functional Collaboration: Your collaborative approach in working with various internal and external stakeholders is vital to the organization's success. Your effective communication skills, relationship-building, and teamwork foster a culture of collaboration and enable successful partnerships, benefiting the organization's overall business objectives.

Regulatory Compliance: The insurance industry is subject to a myriad of regulations and compliance requirements. As an in-house producer, you are responsible for adhering to these guidelines and ensuring that all policies and procedures are followed meticulously. Your attention to detail and adherence to industry best practices protect the company from potential legal issues and financial penalties.

Market Insights and Innovation: By staying up to date with industry trends, new products, and emerging risks, you bring valuable insights to the company. Your proactive approach in identifying innovative insurance solutions and tailoring products to meet evolving client needs enhances our competitive advantage and positions us as a leading player in the insurance market.

Streamlined Operations: Your efficient management of the CRM software ensures smooth and streamlined operations in the organization. Having a thorough understanding of the tools such as Employee Navigator and Zywave will allow you to present these value-added services to your prospects. Your attention to detail and organizational skills help to minimize delays, reduce errors, and optimize processes, saving time and resources for the organization.

The Work Environment, Physical Demands, and Travel

Your work is conducted primarily at the Lewer Administrative Offices. On occasion, your work may be conducted at a remote location, such as a home office. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer 50% of the time. You will need to be able to lift to 25 lbs. Travel is required for this seat and is up to 25%.

This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities, and activities may change at any time with or without notice. 

Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship.

You’ve received your high school or general education diploma and you’ve spent time in insurance brokerage, carrier, or related business to business sales roles. This experience has helped you develop excellent skills in relationship development, persuasion, communication, and collaboration. You hold a life and health insurance license or will within 90 days of hire. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe.