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March 1, 2025
Innovo Benefits Group Rises to 10th Largest Employee-Benefits Firm in Mass., Largest Independently Owned
January 22, 2025
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March 12, 2025
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Employee Benefits Producer

Employee Benefits Consulting - Concord, Massachusetts (Remote)

Apply Here

 

Why You Should Want to Work Here

Yes, we provide competitive pay and benefits, but that’s not why. You’re going to learn a lot here, you’ll be given as much responsibility as you can handle, your ideas will help us improve the industry, and you’ll be a key part of an organization committed to flexibility and social action. We keep “corporate” meetings to a minimum, and we have zero red tape We just want clients to be serviced really well, and we believe work should be a two-way street: when the company needs a hand to say, meet a client deadline, the employee steps up to help; when the employee needs a hand to balance work and life, the company steps up and provides flexibility. It’s not complicated. It is a breath of fresh air, and it’s what work should be.

Employee Benefits Producer

The Employee Benefits Producer will lead Innovo’s business development efforts. The Producer will be responsible for generating new business, building relationships with prospective clients, and closing sales in the employee benefits space. The Producer will be at the forefront of the sales cycle, from prospecting and lead generation to contract negotiation and account acquisition. This role is expected to achieve and surpass sales targets while delivering exceptional value to clients in the employee benefits market.

Key Responsibilities:

  • Achieve annualized new business sales of $100k in target market of companies with 50 - 1,000 employees. Retain at least 92% of business year over year.
  • Own, manage, and expand a portfolio of clients, providing strategic benefits guidance, participating in renewal strategy, and driving revenue through new sales and expanded client relationships.
  • Proactively prospect, identify and pursue new business opportunities in the employee benefits market. This includes cold-calling, networking, attending and presenting at industry events, and leveraging existing relationships to create a robust sales pipeline.
  • Develop and implement tailored sales strategies to meet individual and team revenue goals. Understand the client’s needs, challenges, and goals to effectively position benefits solutions.
  • Act as a subject matter expert and trusted advisor on employee benefits, staying ahead of industry trends and regulatory changes to deliver consultative solutions and position Innovo as a market leader.
  • Drive new business development by actively representing Innovo at industry events, conferences, and networking forums, cultivating a strong referral network and expanding strategic carrier and partner relationships.
  • Utilize industry and competitive knowledge to identify sales opportunities, differentiate Innovo’s offerings, and support revenue growth across new and existing client relationships.
  • Collaborate with internal and external marketing teams to coordinate production efforts with marketing efforts. Drive the production of new, impactful content that strengthens client engagement and refines messaging.
  • Conduct compelling sales presentations to potential clients, delivering customized proposals and explaining benefits offerings. Use a consultative sales approach to demonstrate how solutions meet their unique needs
  • Lead negotiations and drive the sales process to close. Work with internal teams to ensure all client requirements are met and agreements are signed.
  • Conduct regular meetings with account managers, or other support colleagues, to keep them abreast and informed of client issues, upcoming proposals, presentations, enrollments, and renewals.
  • Consistently meet or exceed monthly, quarterly, and annual sales targets. Focus on both new client acquisition, renewals, and upselling/cross-selling to existing clients.
  • Build and maintain strong, long-term relationships with key decision-makers in client organizations, ensuring they feel supported and confident in our services.
  • Track and report on sales performance, pipeline activity, and key metrics. Provide regular updates on progress toward sales goals.

Qualifications:

  • 5+ years of proven success in a sales-focused role, preferably in the benefits, insurance, human resources or financial services industry. Strong track record of exceeding sales targets.
  • Experience working in employee benefits sales or with insurance carriers.
  • Experience with selling group benefits (health, dental, life, disability) to all size markets.
  • Ability to work independently, set and achieve goals, and thrive in a fast-paced, target-driven environment.
  • Demonstrated ability to engage in consultative sales, identifying client pain points and providing tailored solutions in the employee benefits space.
  • Ability to negotiate pricing, terms, and contracts while maintaining positive relationships with clients.
  • Exceptional verbal and written communication skills, with the ability to present complex concepts in a clear and compelling manner.
  • Familiarity with CRM software to manage leads, track activity, and close deals.
  • Current insurance licenses (Health and Life) required or willingness to obtain within a specified timeframe.

Compensation includes commission, with total annual earnings potential typically ranging from $100,000 - $500,000

Apply Here

Benefits Consultant

Employee Benefits Consulting - Concord, Massachusetts (Remote)

Apply Here

 

Why You Should Want to Work Here

Yes, we provide competitive pay and benefits, but that’s not why. You’re going to learn a lot here, you’ll be given as much responsibility as you can handle, your ideas will help us improve the industry, and you’ll be a key part of an organization committed to flexibility and social action. We keep “corporate” meetings to a minimum, and we have zero red tape We just want clients to be serviced really well, and we believe work should be a two-way street: when the company needs a hand to say, meet a client deadline, the employee steps up to help; when the employee needs a hand to balance work and life, the company steps up and provides flexibility. It’s not complicated. It is a breath of fresh air, and it’s what work should be.

Overview

We’re seeking a proactive and detail-oriented Benefits Consultant to manage a diverse book of business consisting of small to mid-size clients across multiple industries. This role combines strategic consulting, client relationship management, and deep expertise in employee benefits, all within a flexible, remote environment that supports work-life balance. Candidates must reside in the New England area and be available to travel to local client sites as needed.

  • Manage a book of business consisting of small to mid-size clients in various industries; occasional travel required to clients across the U.S., particularly in New England.
  • Serve as the subject matter expert for clients and their employees on insurance coverages, products, and services available in the marketplace while proactively developing and sustaining strong relationships with clients and carriers.
  • Prepare and lead client meetings, including open enrollment, strategy sessions, and other benefit-related presentations while also identifying opportunities to enhance client service.
  • Obtain, organize, analyze and review requests for proposals and plan analyses, negotiate with carriers, and recommend renewal actions. Analyze plan designs, funding arrangements, and employee contribution options to provide data-driven recommendations.
  • Stay informed on industry trends, state and federal regulations, and communicate relevant updates to clients and adhere to plan rules, legal and regulatory requirements, and compliance.
  • Create and update benefit guides, employee communications, and 5500 filings/SARs while also ensuring all client resources and communications are accurate following open enrollment or coverage changes.
  • Conduct and prepare benefits benchmarking analyses for clients.
  • Address ongoing benefits enrollment and claims issues as needed.

Skills Required:

  • Strong attention to detail and accuracy
  • Ability to manage and prioritize multiple tasks effectively
  • Excellent written and verbal communication skills
  • Positive, client-first attitude with a commitment to going the extra mile
  • Collaborative team player with a willingness to assist others

Qualifications:

  • Bachelor’s degree preferred
  • Active Health/Life/Accident state licensure
  • 3 plus years of experience in the health and welfare benefits brokerage industry
  • Experience with health and welfare benefits plans including medical, dental, life, and disability, with understanding of design and compliance requirements
  • Experience with self-funded plans and claims reporting/analysis
  • Proficiency in Excel and PowerPoint

* Remote/hybrid work schedule is supported, however, the consultant must  reside in New England area to be able to travel to local clients as needed and quarterly staff meetings.

Apply Here

Innovo Benefits Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.




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