BenefitMall - Benefits Sales Executive (Remote)

Lensa; Palo Alto (CA); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading company in benefits services is seeking a Benefits Sales Executive to work remotely. This role involves building relationships with broker firms, developing sales strategies, and leveraging technology to maximize revenue growth. Candidates must be licensed in California and have experience in health insurance sales.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Qualifications

• Active Life & Health License required.
• 3+ years’ experience in health insurance/employee benefits sales.
• In-depth knowledge of group insurance products.

Responsibilities

• Recruit and train new agents to BenefitMall.
• Develop revenue growth strategies with agents/brokers.
• Coordinate sales and retention activities.

Skills

Sales Strategy

Relationship Building

Market Knowledge

Team Collaboration

Education

HS Diploma or GED

Associates degree

Tools

Salesforce

Microsoft Office

Zoom

Job description

BenefitMall - Benefits Sales Executive (Remote)

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Lensa is the leading career site for job seekers at every stage of their career. Our client, CRC Insurance Services, Inc., is seeking professionals. Apply via Lensa today!

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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 be licensed in and live in California 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.

Required 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.
• Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
• Utilizing 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.
• 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.
• Coordinate with partner carrier resources as needed to maximize results.
• Adhere to BenefitMall confidentiality standards of information.
• Occasional long, irregular hours during peak times.

Required Qualifications

• 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.

The annual base salary for this position is $90,000 - $120,000.

Benefits

CRC Group 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 full-time or part-time status), 10 sick days, and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. Further details will be provided during the hiring process.

CRC supports a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected classifications. CRC is a Drug Free Workplace.