- Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
- Review renewals and work with BSEs to develop a execute a retention and quoting strategy for each case.
- Be primary account management contact for brokers during the life of a large group case; coordinate with carrier account management teams to assure service issues are addressed timely.
- Create and maintain spreadsheets for large group renewal proposals; provide broker client ready proposals.
- Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to increase cross sell opportunities and case retention by:
- Conducting regular follow-up calls to agents/brokers, to understand customer needs and build strategies to meet them.
- Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products to renew cases.
- Review initial renewals and work with BSEs to develop retention strategy and any necessary go-to-market activities.
- Assisting agents/brokers in presenting our products to clients by attending client/broker renewal meetings as needed; prepare necessary enrollment documents/benefit booklets for plan changes or new product lines.
- 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.
- Associates degree or equivalent required.
- 4+ years professional experience in related selling, account management or servicing large group benefits.
- Knowledge of large group carrier plan features, benefits for both medical and non-medical/ancillary plans.
- Experience with financial and underwriting principals involved with large group plans.
- Strong knowledge of self-funded, level funded, or alternate funded plans.
- Active Life & Health License must be obtained within 90 days of employment.
- 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, Large Group Benefits (Hybrid) - Towson, 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:
Be the overarching owner of the retention and cross selling activities of Large Group cases, from renewal quotes through new carrier/plan placement and new line enrollment with assigned broker firms for Large Group business. Develop an intimate knowledge of the brokers, large group customers, and carrier partner capabilities to assist in developing winning retention strategies at the case level.
Our employees work a hybrid schedule. On the days we are not in the office, 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.
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.
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.
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