Job Description:
• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes
• SLA metrics for Broker Retention and cross sell additional lines of coverage
• Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers
• Creating and maintaining spreadsheets for large group sales proposals
• Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by:
• Conducting regular follow-up calls to agents/brokers as well as large group employers, both in office and on-site to maintain current accounts and market our services
• Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products
• Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates
• Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed
• Adhere to BenefitMall confidentiality standards of information
• Resolve conflicts, solve problems, and provide feedback to management
Requirements:
• Associate’s degree or equivalent required
• 4+ years professional experience in a related selling or telemarketing environment
• Expertise knowledge of large group carrier plan features, benefits for both medical and non-medical/ancillary plans
• Active Life & Health License must be obtained within 90 days of employment
• Experience with financial and underwriting principals involved with large group plans
• Strong knowledge of self-funded, level funded, or alternate funded plans
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome
Benefits:
• Medical, dental, vision, life, disability, and AD&D insurance
• Tax-advantaged savings accounts
• 401(k) plan with company match
• Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more