Job Title: Inside Retention Representative, Large Group Benefits

Work Location: Bessemer, AL

Job Type: C2C/Fulltime

Job Description:

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Be the overarching owner of the retention and cross-selling activities of Large Group cases, from renewal quotes through new carrier/plan placement and new line enrollment with assigned broker firms for Large Group business. Develop an intimate knowledge of the brokers, large group customers, and carrier partner capabilities to assist in developing winning retention strategies at the case level.

This could be a remote position for the right candidate; however, in-person broker meetings are required so candidates must live in and be licensed in Maryland. 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.

As 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.

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
• Review renewals and work with BSEs to develop a execute a retention and quoting strategy for each case.
• Be the primary account management contact for brokers during the life of a large group case; coordinate with carrier account management teams to ensure service issues are addressed timely.
• Creating and maintaining spreadsheets for large group renewal proposals; providing broker client-ready proposals
• Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to increase cross-sell opportunities and case retention by:
  • Conducting regular follow-up calls to agents/brokers, to understand customer needs and build strategies to meet them.
  • Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products to renew cases.
  • Review initial renewals and work with BSEs to develop retention strategy and any necessary go-to-market activities.
  • Assisting agents/brokers in presenting our products to clients by attending client/broker renewal meetings as needed; and preparing necessary enrollment documents/benefit booklets for plan changes or new product lines.
• Adhere to confidentiality standards of information.
• Occasional long, irregular hours during peak times.

REQUIRED QUALIFICATIONS

The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Active Life & Health License required.
• Associate degree or equivalent preferred.
• 4+ years of professional experience in related selling, account management, or servicing large group benefits.
• Strong knowledge of large group carrier plan features, and benefits for both medical and non-medical/ancillary plans.
• Experience with financial and underwriting principles involved with large group plans.
• Strong knowledge of self-funded, level-funded, or alternate-funded plans.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.