BenefitMall - Benefits Sales Executive (Remote)
CRC Group
- White Plains, NY
- $75,000-100,000 per year
- Temporary
- Full-time
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.
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.
- 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.
- Active Life & Health License is required.
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.