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About Keystone
Keystone is one of the largest and fastest-growing insurance brokerages in the country — ranked #26 among U.S. retail brokers and #4 fastest-growing in the Top 50 by Business Insurance. Our platform spans 33+ states, 180+ agency partners, and more than $500 million in revenue — uniting some of the country's most respected independent agencies with the scale, tools, and resources of a national brokerage. Through operational support in finance, HR, marketing, technology, producer development, and M&A, we empower agencies to grow while preserving what makes them who they are — their client relationships and their role in the communities they serve. Guided by our trademarked commitment, "Trust, our most important policy," Keystone is building the insurance solution every family and business can count on. For more information, visit .
Employee Benefits Producer
Position Summary:
The primary function of this role is to drive new business growth and maintain a profitable book of group employee benefits insurance accounts. This role is responsible for identifying new business opportunities, building long-term client relationships, and delivering customized insurance and risk management solutions. The ideal candidate is a consultative sales professional with a passion for helping businesses protect their assets and achieve their goals through strategic insurance planning.
Key Responsibilities:
Business Development & Sales
Prospect and cultivate new group benefits insurance opportunities through networking, referrals, cold outreach, community involvement, and industry events.
Develop and execute strategic sales plans in partnership with Sales Leadership to achieve individual and agency growth objectives.
Conduct comprehensive risk assessments to understand client exposures and recommend tailored insurance solutions.
Prepare and present professional insurance proposals that clearly communicate coverage options, value, and competitive advantages.
Maintain an active and organized sales pipeline within the CRM, ensuring timely follow-up and accurate forecasting.
Collaborate with the marketing team on targeted prospecting campaigns and lead generation initiatives.
Identify opportunities to cross-sell additional insurance products and coordinate referrals across business lines.
Client Relationship Management
Serve as a trusted advisor and primary point of contact for group benefits clients throughout the sales process and beyond.
Develop long-term relationships by delivering exceptional service, proactive communication, and ongoing risk management guidance.
Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving business needs while identifying opportunities for additional products and services.
Partner closely with Account Managers to ensure a seamless client experience, promote retention, and support account growth.
Market and Industry Knowledge
Stay informed on group benefits insurance products, carrier appetites, underwriting guidelines, market trends, and regulatory developments.
Build and maintain productive relationships with insurance carriers and underwriters to negotiate competitive coverage and pricing.
Participate in professional development opportunities, industry conferences, networking events, and continuing education programs.
Documentation and Compliance
Maintain complete, accurate, and timely documentation of sales activities, client interactions, and account information within the agency management system (Applied Epic) and CRM.
Ensure all new business submissions, renewals, endorsements, and policy documentation comply with agency standards, carrier requirements, and applicable regulations.
Coordinate with internal service teams to ensure a smooth transition from new business to ongoing account management.
Qualifications:
Bachelor’s degree in Business, Finance, Risk Management, or a related field preferred
Minimum of 1 year of experience in business development, consultative sales, or a client-facing role
Demonstrated success in prospecting, relationship building, and consultative selling
Proven ability to meet or exceed sales goals in a competitive environment
Ability to obtain a Life & Health Insurance License upon hire; obtaining a Property & Casualty license is encouraged
Knowledge of group employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and ancillary coverages a plus
Proficiency with Microsoft Office Suite
Familiarity with Applied Epic, or comparable agency management system, and CRM systems preferred
Strong communication, presentation, negotiation, and interpersonal skills
Ability to establish credibility and build lasting client relationships
Highly organized with excellent time management and follow-through
Self-motivated, goal-oriented, and able to work independently while collaborating effectively across departments
Willingness to travel for client meetings, networking events, and professional development opportunities
Ability to pass a criminal background check, as permitted by law
Work Environment: This position offers hybrid or remote work options, depending on the candidate's location and business needs.
Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.
Benefits:
Competitive Compensation Package
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
