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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 assist the Benefit Sales Executive in generating new sales of group health insurance products through existing agents/brokers and by developing relationships with new clients. You will own the new business quote process and sales strategies while working closely with other members of the team to ensure continued growth of new sales.

Our employees usually work in the White Plains, NY (or Melville, NY) office 1 day/week so candidates must live in the Tri-State area. On days we are not in the office, 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.

• Work effectively in a team sales environment with POD members to coordinate all new business sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.

• Work to effectively service agents/brokers’ new business and to encourage them to grow their clients’ business by:

• Providing information on carrier administrative procedures, product availability, and the value each creates for the customer.

• Offering guidance in selecting the best solution while driving sales.

• Placing outbound sales calls; following up on requests for proposals and contacting new agents/brokers to drive sales.

• Coordinating new business quote requests and proposal outputs with Proposal Consultants.

• Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.

• Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.

• Driving agents to apply the appropriate technology solution as needed to assure safe, secure, and paperless sales administration.

• Involving BSE as appropriate with assistance in closing new cases and adding product lines.

• Assisting agents/brokers in presenting our products to clients by joining client/broker calls.

• Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.

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

• Coordinate with partner carrier resources as needed to maximize results.

• 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.

• An active Life & Health License is a non-negotiable requirement.

• A minimum of two (2) years professional experience in a group health insurance selling environment.

• In-depth knowledge of small group health insurance products preferably attained through working in a marketing or selling role with a health insurance broker or carrier.

• Experience working with health insurance brokers.

• Good knowledge of carrier plan features, benefits, and underwriting guidelines.

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

• HS Diploma or GED equivalent required, associate degree preferred.

The annual base salary for this position is $60K - $100K.

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 (https://benefits.truist.com/) . 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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

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 www.crcgroup.com .