CRC Group
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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 existing agents/brokers and by developing relationships with new clients. Owns the new business quote process and sales strategies. Work closely with members in POD to ensure continued growth of new sales.
This position is fully remote. Our teams are able to collaborate using video and screen sharing technology which means you’ll feel like you are 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.
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 a team sales environment with PEO Specialist to coordinate all retention and new sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
Maintain increasing knowledge of PEO industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Work to effectively service agents/brokers’ renewals and to encourage them to grow their clients’ business by:
Providing information on PEO administrative procedures, product availability, and the value each creates for the customer.
Offering direction around the appropriate strategy to renew and place new business.
Placing outbound renewal calls; following up on proposals for renewals.
Conducting regular follow-up calls to agents/brokers, to maintain current accounts and market our services.
Involving Benefits Sales Executive as appropriate with assistance in closing new cases and adding product lines as needed.
Assisting agents/brokers in presenting our products to clients by joining client/broker calls as needed.
Organize and send Request for Proposals (RFP) to PEO partners.
Follow up with brokers for missing RFP information.
Prepare finalist presentations for presentation to the broker and or client.
Arrange technology presentations to broker and or client.
Coordinate with partner PEO resources as needed to maximize results; manage any renewal data received from our PEO partners.
Adhere to BenefitMall confidentiality standards of information.
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)
2+ years professional experience in a related selling or telemarketing environment (required)
Associate’s Degree (preferred)
CERTIFICATIONS, LICENSES, REGISTRATIONS
Active Life & Health License must be obtained within 90 days of employment.
FUNCTIONAL SKILLS
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Good knowledge of carrier plan features, benefits, and underwriting guidelines.
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 TIH Insurance: 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 offering the position. TIH 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 TIH’s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for TIH’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.
CRC Group
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