Employee Benefits Marketer


Bowling Green, Lexington, Owensboro, Elizabethtown, Crestview Hills, Louisville, Franklin TN


The EB Marketer will assist Producers with marketing of new business and existing Employee Benefit accounts and will maintain strong relationships with carriers.

Essential Duties and Responsibilities


Small Group Marketing

Markets groups (with 50 participants or less) to carriers and prepares formal renewal presentation.

Responsible for:

  • Managing renewal time-line and renewal process.
  • Working with clients and producers for the purpose of gathering marketing data.
  • Seeking opportunities for potential up selling of accounts.
  • Coordinating with marketing lead when applicable.
  • Sending groups to several markets for pricing and product comparison.
  • Obtaining online quotes from carrier websites, when applicable.
  • Negotiating client renewals with carriers based on competitive information.
  • Preparing formal proposal for Producers to deliver to customers.


Insurance Knowledge

Knows coverage for various Employee Benefits lines of business and is capable of researching various resources to gain more knowledge. Applies this to all other areas of responsibility.


Relationships and Renewal Marketing

Responsibilities include:

Assisting with or collects data needed to market existing Employee Benefit accounts.

Developing quality submissions to carriers for appropriate types of coverage.

Submitting information to insurance carriers and negotiates premiums and coverage in a timely manner.

Negotiating with carrier personnel and underwriters to develop the most attractive proposal for our prospects.

Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size and situation.

Interacting regularly to build relationships with carrier personnel; this includes, managing phone calls and emails in a timely manner and attending off-site meetings as scheduled for relationship building and product knowledge.

Preparing formal proposals and communicates to Sales Producers.

Maintaining Producer confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.



Works together with team and with other departments, such as Sales Producers, Account Managers, etc. Plans and discusses the execution of strategies. Meets deadlines set forth by Producers. Volunteers to back up and/or assist other as needed. Manages PTO with departmental needs. Special projects as assigned by Director of Employee Benefits.



Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.

Supervisory Responsibilities

This job has no supervisory responsibilities.


To perform the job successfully, an individual should demonstrate the following competencies: Analytical – Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs work flows and procedures. Continuous Learning – Seeks feedback to improve performance; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Job Knowledge – Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively. Use of Technology – Demonstrates required skills; adapts to new technologies; uses technology to increase productivity; keeps technical skills up to date. Design – Generates creative solutions; translates concepts and information into images; uses feedback to modify designs; demonstrates attention to detail. Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Project Management – Coordinates projects; communicates changes and progress. Customer Service – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service ; responds to requests for service and assistance; meets commitments. Communications – Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods. Cooperation – Establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts. Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Teamwork – Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information. Quality Management – Demonstrates accuracy and thoroughness. Business Acumen – Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Cost Consciousness – Conserves organizational resources. Ethics – Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values. Organizational Support – Follows policies and procedures; supports organization’s goals and values. Strategic Thinking – Analyzes market and competition; adapts strategy to changing conditions. Adaptability – Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. Consultative Selling – Builds rapport and establishes trust. Achievement Focus – Demonstrates persistence and overcomes obstacles. Personal Appearance – Dresses appropriately for position; keeps self well groomed. Attendance/Punctuality – Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals.; completes tasks on time or notifies appropriate person with an alternate plan. Initiative – Volunteers readily; undertakes self-development activities; asks for and offers help when needed. Innovation – Displays original thinking and creativity. Judgement – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions. Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; sets goals and objectives. Quality – Demonstrates accuracy and thoroughness; monitors own work to ensure quality.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

At least five years related experience and/or training, preferably handling group health plans or equivalent combination of education and experience.

Language Skills

Ability to read, analyze, and interpret complex documents, such as insurance policies. Ability to effectively present information and respond to questions from groups of current or potential customers, insurance carriers and the general public.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to bring full resolution to issues without Producer/Service Manager involvement.

Computer Skills

To perform this job successfully, an individual should have knowledge of Database software; Spreadsheet software; Word Processing software; Internet software and Design software.

Certificates, Licenses, Registrations

Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.

Physical Demands

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Houchens Insurance Group

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