Benefits Sales Executive

Role Overview

• Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition.
• Develop an intimate knowledge of the broker firm and broker book of business to leverage CRC Benefit capabilities to maximize revenue growth.
• Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions.
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services.
• Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business.
• Educate and train agents on carrier administrative procedures, product availability, and the value each brings to the customer.
• Host strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
• Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
• Effectively market to agents/brokers to encourage them to place their clients’ business with us.
• Coordinate necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers.
• Develop strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.
• Coordinate with partner carrier resources as needed to maximize results.
• Adhere to BenefitMall’s confidentiality standards of information.
• Resolve conflicts, solve problems, and provide feedback to management.

Requirements

• HS Diploma or GED equivalent (required)
• 3+ years’ experience in a related insurance/employee benefit medical sales role (required)
• Associate’s Degree (preferred)
• Active Life & Health License must be obtained within 90 days of employment.
• in-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs
• company holidays
• vacation and sick days
• new parent leave
• restricted stock units and/or deferred compensation plan