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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:
Be the overarching owner of the sales processes from quote through enrollment with assigned broker firms for Large Group business. Develop an intimate knowledge of the market, broker firms, and carrier partner capabilities to assist in developing winning sales strategies at the case level.
This is a remote position; however, in person broker meetings are required so candidates must live in and be licensed in Colorado. 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.
- Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
- Review RFP submissions and work with BSEs to develop a execute a quoting strategy for each case.
- 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; provide broker client ready proposals
- Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to increase new sales opportunities 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.
- 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; prepare necessary enrollment documents/benefit booklets.
- 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.
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.
- 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 required.
- 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 $80,000 - $100,000. Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of TIH:
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 Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 Benefits site. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.
This position is part of TIH.
Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release for details.
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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