BenefitMall - Benefits Sales Executive

at  Crc

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:
This position is considered fully remote; however, qualified candidates must be licensed and live in Northern California due to in-person meetings with health insurance brokers. Our teams 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.
This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting our value proposition. BSEs develop an intimate knowledge of their broker firms and broker books of business to leverage BenefitMall capabilities to maximize revenue growth.
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.

EDUCATION AND EXPERIENCE

The requirements 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.

• HS Diploma or GED equivalent (required)
• 3+ years’ experience in a related insurance/employee benefit medical sales role (required)
• Associate’s Degree (preferred)

FUNCTIONAL SKILLS

• 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 in web browsers, specifically Google Chrome.
  The annual base salary for this position is $90,000 - $120,000.
  General Description of Available Benefits for Eligible Employees of TIH Insurance: 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 TIH Insurance offering the position. TIH 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. For more details on TIH’s generous benefit plans, please visit
  our site
  . Depending on the position and division, this job may also be eligible for TIH’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
  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.

KEY 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.

• Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions.
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services.
• Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by:

o Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
o Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.

o Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.

• Effectively market to agents/brokers and encourage them to place their clients’ business with us by:

o Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide “just in time” sales expertise to maximize results.

o Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.

• Coordinate with partner carrier resources as needed to maximize results.
• Adhere to BenefitMall’s 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.

The requirements 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.

• HS Diploma or GED equivalent (required)
• 3+ years’ experience in a related insurance/employee benefit medical sales role (required)
• Associate’s Degree (preferred