- Manage retention and cross-selling activities for Large Group cases, including renewal quotes and new carrier/placement enrollment.
- Develop strategies for case-level retention by understanding brokers, large group customers, and carrier partners.
- Collaborate with brokers, large group customers, and carrier partners virtually through video technology and work from home convenience.
- Support Sales Executives in servicing agents/brokers and identifying cross-sell opportunities.
- Attend client/broker meetings, prepare enrollment documents, and ensure compliance with confidentiality standards.
- 4+ years of experience in selling, account management, or servicing large group benefits.
- Knowledge of large group carrier plans, financial and underwriting principles, and Microsoft Office.
- Active Life & Health License required within 90 days of employment.
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BenefitMall - Inside Retention Representative, Large Group Benefits (Hybrid) - Baltimore, United States - CRC Insurance
Description
Join our team at BenefitMall, an industry-leading provider of benefits services, and be part of a company that values its employees and encourages growth. We believe in building a resilient organization through inclusion, trust, collaboration, and innovation.
As the primary contact for brokers, work closely with carrier account management teams to address service issues promptly and provide client-ready proposals for large group renewals.
Qualifications
Our benefits package includes medical, dental, vision, life insurance, 401k plan, and generous vacation and sick leave. Explore a rewarding career with us at BenefitMall!
