- Salary – $70-75K
- Discretionary bonus of 12K (1K per month) based on personal performance
- Must have sales support experience
- Will be running proposals and handling customer escalations
- Have to be able to read/explain benefits and be able to make recommendations of solutions to “RSM” (act as the brokers knowledge base)
- Need to work with a sense of urgency
- Will have peer to peer conversations with Regional Sales Manager
- Must know local laws and regulations as it relates to benefits
- Must have Group Benefits and Health Insurance experience
- Multi carrier exp preferred
- Actively involved in soliciting and presenting quotes to brokers
Interview Process:
Teams meeting w/ TR & Ashleigh (45 minutes to an hour)
This position is remote. Qualified candidates must reside in Florida.
This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive results for sales managers, Brokers & the firm.
Responsibilities and Duties:
- Provides exceptional solutions that support the small group strategies
- Assists in evaluating target brokers & deploying a plan for successful engagement
- Builds and maintains strong product knowledge
- Formulates and implements quoting strategy for new business and renewals
- Builds and maintains relationships with brokers
- Provides brokers with timely, solution oriented responses to their business needs
Qualifications & Competencies
- Current Accident and Health and Life Insurance License
- Two to three years of related experience (customer service, health insurance, administrative support, etc)
- or equivalent of education and experience
- Insurance agency experience is preferred
- Supporting Inside sales experience is preferred
- University Degree preferred but not required
- Proficient in MS Office software
- Emphasis in Outlook and Excel