Producer Consultant - Employee Benefits

CGIS, LLC - Irvine, CA
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Seeking a proven and competitive Employee Benefits Producer to expand and grow CGIS’ EB business by producing and managing a book of EB clients in the 50-5,000+ lives sector.  Responsible for developing strong business relationships and closing business to ensure the growth and integrity of CGIS’ EB client base.

Duties and Responsibilities

  • Maintain and grow knowledge base in the areas of insurance and non-insurance products related to EB/HR, and individual sales abilities/skills
  • Develop cross sell opportunities with Commercial Producers
  • Strong visibility within the HR and benefits community.
  • Knowledge of self-funding desired
  • Knowledge of ancillary markets
  • Attend industry specific seminars, workshops, and other networking events to develop contacts and relationships which may lead to niche market opportunities.
  • Achieve renewal business goals as agreed upon by the individual and the Director of Sales through management of the renewal process and ongoing client service.
  • Educate client regarding current coverage.
  • Assist with external educational materials, for clients and centers of influence. This may include creating articles, presentations, seminar material, white papers, etc.
  • Review and deliver summary, proposals and
  • Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
  • Ability to handle multi-state CA based firm healthcare plans
  • Clear and concise Open enrollment meetings Complete and accurate New Business submissions

Education & Experience

  • Must have the verbal, quantitative and interpersonal skills normally acquired through the completion of a Bachelor’s degree, preferably in business administration with finance concentration.
  • Must have a comprehensive and up-to-date knowledge of the EB insurance marketplace and a broad understanding of EB/HR products.
  • Must hold appropriate and valid insurance licenses

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We Value our Employees!

Competitive Salary


Health & Dental


401k + Matching


Paid Vacation


Monthly Outings


Company Trips


Interested?! Talk with Us to Set Up an Interview