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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Market and generate new sales of insurance products through new or lapsed agents/brokers in new or underserved markets by developing ongoing relationships with brokers and their teams. Own the recruiting, new business generation and sales strategies. Work closely with members in the new business and service teams to ensure continued growth of new sales.
This will be a remote role, but the ideal candidate will live in the Northern California region. 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 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.
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.
- Work effectively in an independent sales environment to generate new business sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience for new broker partners.
- Work to effectively service agents/brokers’ new business 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 guidance in selecting the best solution while driving sales.
- Placing outbound sales calls; following up on requests for proposals and contacting new agents/brokers to help close sales.
- Coordinating new business quote requests and proposal outputs with Proposal Consultants, etc.
- Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
- Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
- Assisting agents to apply the appropriate enrollment solution as needed to assure safe, secure sales administration.
- Involving leadership as appropriate with assistance in closing new cases and adding product lines.
- Assisting agents/brokers in presenting our products to clients by joining client/broker calls as needed.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
- Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
- Coordinate with partner carrier resources as needed to maximize results.
- 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.
EDUCATION AND EXPERIENCE
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.
- HS Diploma or GED equivalent required. Associate or Bachelors degree preferred or 2+ years of industry experience.
- 1+ years professional experience in a selling or telemarketing environment preferred.
CERTIFICATIONS, LICENSES, REGISTRATIONS
- Active Life & Health License must be obtained within 90 days of employment.
FUNCTIONAL SKILLS
- 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 $60,000 - $75,000.
General Description of Available Benefits for Eligible Employees of CRC Group: 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 CRC Group offering the position. CRC Group 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. Depending on the position and division, this job may also be eligible for 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.
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