This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectivel
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This is role is remote; however, it will require travel and in person meetings with health insurance brokers. Our teams are able to collaborate using video and screen sharing technology which means you’ll feel like you’re part of the team while also enjoying the convenience of working from home.
At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row (2021, 2022, & 2023) based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.
REQUIRED RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- 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 by:
- Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
- Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
- Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
- Effectively market to agents/brokers and encourage them to place their clients’ business with us by:
- Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide “just in time” sales expertise to maximize results.
- Developing 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 confidentiality standards of information.
- Occasional long, irregular hours during peak times.
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
- Resolve conflicts, solve problems, and provide feedback to management.
- Other duties as assigned by management.
REQUIRED QUALIFICATIONS
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.
- HS Diploma or GED equivalent required. Associates degree preferred.
- Active Life & Health License required.
- 3+ years’ experience in a related health insurance/employee benefits sales role.
- In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role at a carrier or broker.
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
