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Benefits Consultant
Job duties
- Service, maintain and grow book of business, focusing on larger and more complex clients;
- Manage the entire renewal process;
- Develop client service plans and deliverables;
- Build client relationships;
- Serve in advisory capacity for clients;
- Communicate and educate clients on industry trends.
Job requirements
- Current health/life license;
- Minimum 3 years experience in account management or 1 year as a benefits representative or Sales Consultant, if promoted from within;
- Experience in brokerage agency or benefit administration firm;
- Strong attention to details and multi-task orientation;
- Excellent written and verbal communication skills;
- Strong organizational skills;
- PC proficient and familiar with database applications, Microsoft Office and contact management tools;
- Knowledge of ancillary insurance products, to cross-sell and grow existing customer business.
To apply, please click here.
Benefits Representative
Job duties
- Service, maintain and grow assigned book of business;
- Manage the entire renewal process;
- Build client relationships;
- Serve in advisory capacity for clients;
- Review product option and cross-sell additional lines of coverage when applicable.
Job requirements
- Current health/life license;
- 3 years of industry experience preferred;
- Strong attention to detail and multi-task orientation;
- Excellent written and verbal communication skills;
- Strong organizational skills;
- PC proficient and familiar with database applications, Microsoft Office and contact management tools;
- Knowledge of ancillary insurance products, to cross-sell and grow existing customer business.
To apply, please click here.
Business Development Associate
Reports to VP of Business Development
The Business Development Associate (BDA) position will be responsible for setting appointments with business owners/partners/agents/decision makers through outbound telephone and/or email communication. These appointments will then be given to the Vice Presidents for follow up and closing. Salary plus variable compensation.
Job duties
- Direct prospecting/marketing to employee benefits brokerage firms and agencies as well as bank platforms of Digital's small group service center solution for partnership or acquisition opportunities. Our target accounts are agents, benefits brokers, and financial services organizations of all sizes.
- 75+ outbound calls per day
- 30+ emails per day
- Must set a minimum of 1 VP appointment/call per week
- The basic qualifying of VP leads is a must
- Lead must be a viable agent/broker who has a book of small group benefits. The lead must have the decision maker's name, solid contact number, and a desire for more information regarding an acquisition or partnership. This information MUST be entered into the appropriate area in CRM, along with all prospect correspondence including attempted contacts. Date and time must be scheduled with the decision maker prior to the VP's receipt of the lead.
- Must collect, enter, and maintain accurate date in CRM
- Must consistently utilize Activities in CRM
- Required to forecast and provide detail feedback on each call you make.
- Manage sales database including keeping all information current, adding/deleting records.
Job requirements
- 1-2 years B2B or B2C sales experience in a high volume outbound sales environment
- Must possess the ability to forecast opportunities and penetrate new business on a daily basis
- Bachelor's degree or equivalent
- PC proficient and familiar with database applications, Microsoft Office, and contact management tools
- Excellent written and verbal communication skills
- Great attitude, strong work ethic, ethical, and punctual
- Firm grasp of the English language in both written and verbal forms
- Ability to thrive in a fast-paced environment
- Self-motivated
- Insurance industry experience helpful, but not necessary
To apply, please click here.
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