[Hiring] Inside Retention Representative @CRC Group

Role Description

Market and generate sales of insurance products through existing agents/brokers. Work closely with members in POD to renew business with enhanced focus on retention and upselling opportunities.

This is a remote role. 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.

Required Responsibilities:

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

Qualifications

• HS Diploma or GED equivalent required. Associates degree preferred.
• 2+ years professional experience in a related selling or telemarketing environment.
• Understanding of insurance and PEO products preferably attained through working in a PEO marketing or selling program.
• Good knowledge of PEO plan features, benefits, and underwriting guidelines.
• Active Life & Health License must be obtained within 90 days of employment.
• Strong knowledge of Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Benefits

• Access to medical, dental, vision, life, disability, and AD&D insurance.
• Tax-advantaged savings accounts.
• 401(k) plan with company match.
• Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
• Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.