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BenefitMall - Account Executive, Group Benefits (Remote)
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Job Description
- Req#: R0079296
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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 is responsible for retention of co-broker accounts by providing services and support for partnered agencies customers. The Account Executive will work closely with the partnered agency, their producers and customers to maintain an understanding of the evolving market. This position manages accounts in California so successful candidates must have an active California insurance license and be well versed in California insurance rules and regulations.
This is a remote position; however, ideal candidates will live in California. 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.
RESPONSIBILITIES
• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients.
• Maintain a good understanding of the Company's products and processes and how clients interact with these products and processes.
• Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
• Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
• Conduct group meetings/webinars to further educate our Customer base on the services we provide.
• Provide routine follow-up in on service issues and renewals.
• Listen to the client ideas, resolving conflicts, solving problems, and providing timely feedback to the client.
• Work renewal and market groups in order to obtain best products for them.
• Actively participate in team meetings, providing input to contribute to the team's overall success in achieving customer satisfaction.
QUALIFICATIONS
• A minimum of two (2) years' experience in a group insurance benefits environment.
• Good knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
• Insurance Producer's License required.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers, most notably Google Chrome and Microsoft Edge.
• Communicate with all levels of internal and external personnel, both verbally and in writing.
• Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
• Develop and maintain good working relationships.
• Determine when issues need to be escalated to a higher level.
• Work in and contribute to a positive team environment and able to manage multiple responsibilities simultaneously.
• Associated degree preferred.
The annual base salary for this position is $65,000 - $75,000.
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. 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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