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Posted August 23, 2026

Employee Benefits Sales Rep Pompano Beach

Criterion Executive Search
Pompano Beach, FL, US Full Time

Job Description

Job Description
  • Explains coverages and exclusions and documents explanations on automated file for future reference.
  • Develops a book of business that is profitable for both the agency and carriers.
  • Works with clients to ensure limit and coverage adequacy.
  • Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
  • Identifies and develops insurance prospects and appropriate markets.
  • Responds to referrals quickly and effectively.
  • Pre-qualifies insurance prospects for insurability and quality of risk.
  • Creates and maintains client or prospect lists.
  • Designs insurance plans and recommends coverages to clients.
  • Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
  • Makes sales presentations to prospective and existing clients on new and renewal business.
  • Completes and submits applications and related documentation to marketing staff.
  • Develops, follows and completes sales objectives.
  • Prepares, requests, and delivers binders to insureds.
  • Must have a benefits license to learn grow and sell small to mid size groups.

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