Truist Insurance Holdings, LLC · 5 hours ago
BenefitMall - Benefits Sales Executive (Remote)
Palo Alto, CA
Full-time
Remote
Mid Level
$90K/yr - $120K/yr
3+ years exp
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Insider Connection @Truist Insurance Holdings, LLC
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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.
Qualification
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Required
HS Diploma or GED equivalent
3+ years’ experience in a related insurance/employee benefit medical sales role
Active Life & Health License
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome
Preferred
Associate’s Degree
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist Insurance Holdings, LLC
Truist Insurance Holdings, LLC, the fifth largest insurance broker in the United States, is a subsidiary of Truist Financial Corporation.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$1.95B2024-02-20Private Equity· Undisclosed
2024-02-20Acquired· by Stone Point Capital ($15.5B)
2023-02-16Secondary Market· $1.95B
Leadership Team
John Howard
Chairman & CEO
Jeremy Davis
Chief Technology Officer
Recent News
2024-06-05
Seeking Alpha
2024-06-04
Company data provided by crunchbase
