Producer Mentor

The New Producer Technical Mentor is a dedicated resource for new Employee Benefits producers, combining hands-on technical mentorship with cross-departmental guidance to accelerate producer ramp-up and long-term success. This is not a sales role — it is a people-development role for a seasoned EB professional who has mastered the craft and is ready to multiply their impact through others. Formal training is delivered through Higg U; this role complements that curriculum by translating classroom learning into real-world application, coaching producers through plan design, carrier strategy, and the technical mechanics of the sale, while also connecting them to the right people, tools, and workflows across the organization. In partnership with Regional Sales Directors, Office Leaders, and Account Management teams, this role ensures new producers understand market dynamics, technical fundamentals, and business development expectations from Day One — laying a strong foundation for retention and growth.

KEY RESPONSIBILITIES

Technical Mentorship & Training

• Serve as the go-to technical resource for new producers on all things Employee Benefits — plan design, carrier options, funding strategies, and market trends
• Guide producers through the technical side of the sales process, including RFP analysis, proposal review, and benefit plan comparisons
• Explain complex concepts clearly, including ACA compliance, ERISA, COBRA, and level-funded vs. self-funded arrangements
• Conduct structured training sessions, workshops, and one-on-ones tailored to each producer's development stage
• Join client or prospect calls alongside new producers to provide real-time technical support and post-call coaching

Producer Connection & Account Support

• Act as the go-to resource for new producers throughout their onboarding and ramp-up period
• Facilitate clear, timely communication between producers and service teams to ensure client needs are met accurately and efficiently
• Help producers understand internal workflows, tools, and systems, and navigate the organization confidently and independently
• Foster strong working relationships between new producers and their Regional Sales Directors, supporting cultural integration and mentorship

Program Development & Continuous Improvement

• Build and maintain technical training materials, benefit guides, and reference resources for producers
• Partner with Higg U and agency leadership to identify knowledge gaps and continuously improve the onboarding experience
• Track onboarding milestones, producer engagement, and early production benchmarks
• Provide ongoing updates to leadership on producer success rates, account retention trends, and service effectiveness
• Stay current on carrier updates, legislative changes, and industry trends to keep training content and coaching sharp
• Identify and escalate service or onboarding challenges while offering real-time solutions
• Technical Expertise: Deep, current knowledge of Employee Benefits plan design, funding arrangements, and compliance
• Teaching & Mentorship: A natural teacher who can break down complex topics for producers at any experience level, with patience and genuine investment in their growth
• Leadership: Ability to motivate and influence without formal authority
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with varied audiences
• Ability to Analyze and Solve Problems: Skilled at recognizing challenges, exploring options, and implementing effective, timely solutions
• Attention to Detail: Strong focus on completing tasks and projects accurately and thoroughly
• Organizational Skills: Able to prioritize and manage multiple producers and projects simultaneously
• Client Focus: Dedicated to understanding and addressing the needs of clients and stakeholders
• Adaptability: Comfortable adjusting to changing situations and priorities in a dynamic environment
• Dependability: Reliable presence and follow-through

 Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

EXPERIENCE AND EDUCATION

• 8+ years of experience in commercial Employee Benefits, with a strong brokerage or agency background
• Currently manages, or has managed, a book of business up to $650K in revenue
• Demonstrated ability to connect technical knowledge with operational execution and producer development
• Deep knowledge across fully insured, level-funded, and self-funded plan structures
• Familiarity with onboarding systems, producer workflows, and service team integration

LICENSING AND CREDENTIALS

• Life & Health license required
• CEBS, GBA, RHU, or similar designation strongly preferred

SYSTEMS

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Familiarity with agency management systems (Applied Epic, Zywave, BenefitPoint, or similar) preferred

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching, and stretching in all directions

Benefits & Compensation: 

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 
• Employee Wellness Program 
• Company paid holidays, plus PTO 

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.