Benefits sales executive

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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 position is considered fully remote; however, qualified candidates must have an active Life & Health Insurance License and live in Central Texas / Austin area. 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 firm while continuously growing broker headcount by effectively presenting our value proposition. Develop an intimate knowledge of the broker firm and broker book 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.

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.

• 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.

  
  
  
  
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  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.

  
  
  
  
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  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.

  
  
  
  
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  Lead POD to service agents/brokers' business and encourage them to grow their clients' business by:

  
  
  
  
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  Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.

  
  
  
  
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  Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.

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

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

  
  
  
  
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  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.

  
  
  
  
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  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.

  
  
  
  
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  Coordinate with partner carrier resources as needed to maximize results.

  
  
  
  
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  Adhere to BenefitMall confidentiality standards of information.

  
  
  
  
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  Occasional long, irregular hours during peak times.

  
  
  
  
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  Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.

  
  
  
  
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  Resolve conflicts, solve problems, and provide feedback to management.

  
  
  
  
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  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.

• Active Life & Health License is required.

  
  
  
  
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  HS Diploma or GED equivalent required. Associates degree preferred.

  
  
  
  
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  3+ years' experience in a related health insurance/employee benefits sales role.

  
  
  
  
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  In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.

  
  
  
  
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  Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

  
  
  
  

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 (

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. 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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CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at .

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