- Work effectively in a team sales environment with POD members to coordinate all retention and add-on sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
- Work to effectively service agents/brokers' renewals and to encourage them to grow their clients' business by:
- Providing information on carrier administrative procedures, product availability, and the value each creates for the customer.
- Offering direction around the appropriate strategy to renew business while increasing lines of coverage.
- Placing outbound renewal calls; following up on proposals for renewals while driving additional lines of coverage.
- Conducting regular follow-up calls to agents/brokers, to maintain current accounts and market our services.
- Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
- Involving BSE as appropriate with assistance in closing new cases and adding product lines as needed.
- Assisting agents/brokers in presenting our products to clients by joining client/broker calls as needed.
- Servicing as change agent to guide broker to engage service channels (AWS/email) for customer management issues.
- Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
- Coordinate with partner carrier resources as needed to maximize results; manages any renewal data received from our carrier partners.
- HS Diploma or GED equivalent required. Associates degree preferred.
- 2+ years professional experience in small group benefits preferably with a broker or carrier.
- Strong understanding of insurance products preferably attained through working in an insurance marketing or selling program.
- Good knowledge of carrier plan features, benefits, and underwriting guidelines.
- Active Life & Health License required.
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
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BenefitMall - Inside Retention Representative, Group Benefits (Remote) - Dallas, United States - CRC Group
Description
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
While this role is technically remote, candidates should be located in the Dallas/North Texas area.
This role will market and generate sales of insurance products through existing agents/brokers. This role will also work closely with members in POD to renew business with enhanced focus on retention and upselling opportunities.
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:
CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
BenefitMall - Inside Retention Representative, Group Benefits (Remote) professionals in Dallas
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Aliya Zafar
Onboarding Specialist