CRC Insurance Servicesposted 23 days ago
Full-time • Mid Level
Remote • Mesa, AZ
Insurance Carriers and Related Activities

About the position

This position is considered fully remote; however, qualified candidates must be licensed in and live in Arizona 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. Benefits Sales Executives 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 recently 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.

Responsibilities

  • 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 educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
  • Host strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
  • Utilize 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 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.
  • Develop 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 confidentiality standards of information.
  • Occasional long, irregular hours during peak times.

Requirements

  • Active Life & Health License is required.
  • HS Diploma or GED equivalent required. Associates degree preferred.
  • 3+ years' experience in a related health insurance/employee benefits sales role.
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role with a health insurance carrier or broker.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation (prorated based on date of hire and by full-time or part-time status)
  • 10 sick days (also prorated)
  • Paid holidays
  • Restricted stock units (depending on the position and division)
  • Deferred compensation plan (depending on the position and division)

Job Keywords

Hard Skills
  • Microsoft Office
  • Salesforce
  • Strategy Development
  • Team Effectiveness
  • Zoom
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