- Drives increased sales and Company growth by developing positive business relationships with agents/brokers.
- Maintains an in-depth understanding of the Company's products and processes and how agents/brokers interact with these products and processes.
- Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers and their clients.
- Works in tandem with Account Coordinators to effectively manage agents/brokers and to encourage them to place their clients' business with the Company by:Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services.Assures that ASD is accurately and efficiently processing agent's requests for quotations and proposals.Assures that ASD is providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.Assures that ASD is pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.Assists agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings.Resolves escalated issues by resolving conflicts, solving problems, and providing feedback to Company management.
- Actively participates in team meetings, providing input to contribute to the team's overall success.
- Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration
- Occasional vehicular travel
- Occasional long, irregular hours and possible travel.
- Ability to work overtime during 4th quarter busy time.
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
- Life/Health Agent's License is required.
- Bachelor's degree preferred, along with a minimum of three (3) years' experience in a related insurance/employee benefit medical sales role.
- 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 with various web browsers.
- Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
- Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines.
- Develop and maintain good working relationships and provide positive customer service.
- Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients.
- Determine when situations need to be escalated to Company management.
- Work in and contribute to a positive team environment.
- Manage multiple responsibilities simultaneously.
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BenefitMall - Sales Executive, Small Group Health Insurance (Remote) - San Antonio, United States - CRC Group
Description
ESSENTIAL DUTIES AND 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. 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.
The annual base salary for this position is $80,000 - $90,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
