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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:
This role will market and generate sales of individual and senior insurance products through existing agents/brokers and by developing relationships with new broker partners.
This position is considered fully remote; however, qualified candidates must have an active Life & Health Insurance License. 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.
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.
- 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.
- Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service 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.
- Accurately and efficiently processing agent’s requests for quotations and proposals.
- Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
- Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
- Aiding agents/brokers in obtaining sales materials and supplies.
- Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings.
- Resolve 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.
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.
- Life/Health Agent’s License is required.
- Associate degree preferred, along with a minimum of three (3) years of experience selling to insurance brokers who specialize in senior and/or individual health insurance products.
- In-depth knowledge of senior and individual insurance products preferably attained through working in an insurance marketing or selling role.
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook.
- 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 management.
- Work in and contribute to a positive team environment.
- Manage multiple responsibilities simultaneously.
The annual base salary for this position is $65,000 - $75,000.
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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’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.
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