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PEO Producer Employee Benefits

Alliant Insurance Services - Albany, NY

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Job Description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at THIS POSITION IS DRAW + COMMISSION. THE DRAW RANGE IS $150,000 - $250,000SUMMARY Responsible for achieving individual sales and new business targets by assessing client needs, comparing Professional Employer Organization (PEO) solutions, guiding businesses through the selection process, and supporting successful implementation. ESSENTIAL DUTIES AND RESPONSIBILITIES Identifies new leads and gathers the necessary information for submissions.Develops, presents and sells new business proposals to appropriate prospects.Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals.Achieves educational and professional development goals established by agency management.Conducts discovery calls to understand client HR, payroll, benefits, and compliance needs.Researches, compares, and presents multiple Professional Employer Organization (PEO) solutions based on client goals and industry.Obtains and analyzes PEO proposals (pricing, benefit plans, service models).Guides clients through demos, Q&A sessions, and decision-making.Negotiates favorable terms and pricing on the client's behalf.Supports implementation and onboarding processes with selected PEO.Builds and maintains strong relationships with clients, internal and external brokers and PEO partners.Stays current on industry trends, labor laws, and competitive PEO offerings.Collaborates with insurance brokers and internal teams to support broader client needs.Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;Performs other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCE Bachelor's Degree in Marketing, Insurance and/or Management; or equivalent combination of education and experience.One (1) or more years of insurance industry experienceFive (5) or more years of PEO sales, in a broker divisionValid insurance licenseMust continue to meet Continuing Education requirementsSKILLSKnowledge of payroll, benefits, tax, workers' comp, and HR complianceKnowledge of CRM platforms (e.g., Salesforce, Benefit Zone, PerfectQuote)Proficient in Microsoft Office productsExcellent verbal and written communication skillsExcellent presentation and counseling skillsExcellent leadership, problem solving and time management skillsAdvanced influencing skillsGood planning, organizational and prioritization skillsAbility to manage multiple deals and relationships simultaneouslyAbility to work within a team and to foster teamwork#LI-PT1 We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.For immediate consideration for this position, please click on the

Created: 2026-03-07

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