Individual Benefits Producer

Alera Group
Grand Rapids, Michigan
Not Specified
May 17, 2023
Jul 16, 2023
Job Type
Not Specified
Career Level
Not Specified



Lighthouse, an Alera Group Company is currenlty seeking a Sales, Individual Benefits Producer.The Producer will be responsible for growing top line revenue in their book of business while supporting the growth of strategic carrier partnerships in Lighthouse Group. Reporting to the Director of Strategic Partnerships, this role will work closely with other Producers on the Production Team to drive revenue growth for the organization. Additional responsibilities include account retention, up-selling, and account rounding. This position requires professional attentive interaction with Lighthouse Group carrier representatives, underwriters, business partners, and colleagues.


Lighthouse is a full-service insurance agency, offering comprehensive solutions in personal protection, commercial insurance, and employee benefits. Our team offers innovative, custom support based on authentic relationships and a deep understanding Michigan's insurance industry. With cost-sharing options, in-house risk management and claims support, and extensive data analytics, Lighthouse Group empowers you to work confidently, hire confidently, grow confidently, and, ultimately, live confidently.  Lighthouse was established in 1995 with the merger of the Lighthouse Group Insurance Agency (founded in 1990) and Keuning Agency (founded in 1960). Through organic growth and acquisitions, our organization evolved into a noteworthy Michigan-based employer serving over 63,000 clients. Our locations across the state allow us to remain relationship focused and community oriented.


On December 1, 2020, we merged with the nation's 17th largest agency, Alera Group. This partnership has brought the capabilities and resources of a national firm while allowing us to maintain the local service our clients have come to know and love.


Key responsibilities

  • Create insurance proposals tailored to fit a client's unique needs by appropriately determining carrier and plan options
  • Manage multiple projects simultaneously – calendar appointments, task-lists, and emails
  • Meet, or exceed, annual sales goals as established with Director of Strategic Partnerships and Vice President of Sales
  • Actively engage in mentor/mentee relationship with Senior Producers to ensure team goals are achieved
  • Properly on-board clients by providing a thorough introduction to policy service resources as well as the Account Management team
  • Drive inclusive, accountable, motivating sales culture through individual actions and goal achievement
  • Support servicing of Individual Benefits clients during Annual Enrollment Period and as needed
  • Actively participate in sales meetings to promote team-selling and knowledge sharing
  • Effectively communicate the capabilities of Lighthouse Group to prospects and clients to promote cross-selling
  • Understand and support the execution of Lighthouse Group initiatives, policies, and programs. Work in good faith toward the achievement of organizational objectives and goals
  • Maintain and strengthen client relationships through social engagement
  • Build and maintain positive relationships within Lighthouse Group. Value opinions of all team members. Be willing and able to work for, and with, others to achieve a common goal. Treat other team members with respect
  • Follow proper procedures for insurance standards. Protect and honor confidential information. Maintain highest ethical standards
  • Actively support local community
  • Perform other duties and projects as required


  • Three to five years of Supplemental Medicare service or sales experience
  • Promotes and lives Lighthouse Group values
  • Ability to use both verbal and written communication skills effectively in both group and one-on-one sessions Utilize multiple methods to delivery to ensure communication is understood (e-mail, PowerPoints, graphs). Alter styles appropriately according to group needs
  • Possess the knowledge and technical skills required to perform job responsibilities. Keep up-to-date on industry developments and practices.  Work closely with carriers and utilize them as knowledge resources
  • Skill and ability to use and operate a computer and copier. Skill and ability to read and understand online company manuals and insurance claims
  • Obtain and maintain Michigan Property & Casualty Insurance License
  • Complete annual CMS and Individual marketplace certifications and applicable carrier certifications


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


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