Demo

PEO Producer - Employee Benefits

allianthcm
York, NY Full Time
POSTED ON 3/7/2026
AVAILABLE BEFORE 5/6/2026

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 www.alliant.com.

*** THIS POSITION IS DRAW COMMISSION.  THE DRAW RANGE IS $150,000 - $250,000

 

SUMMARY

 

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.

 

QUALIFICATIONS

EDUCATION / 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 experience

Five (5) or more years of PEO sales, in a broker division

Valid insurance license

Must continue to meet Continuing Education requirements

 

SKILLS

 

Knowledge of payroll, benefits, tax, workers' comp, and HR compliance

Knowledge of CRM platforms (e.g., Salesforce, Benefit Zone, PerfectQuote)

Proficient in Microsoft Office products

Excellent verbal and written communication skills

Excellent presentation and counseling skills

Excellent leadership, problem solving and time management skills

Advanced influencing skills

Good planning, organizational and prioritization skills

Ability to manage multiple deals and relationships simultaneously

Ability 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 “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Salary : $150,000 - $250,000

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