Benefits Inside Retention Representative

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Promote and generate sales of insurance products through established agents and brokers.

• Collaborate with POD members to renew business, emphasizing retention and upselling opportunities.

• Coordinate retention and new sales activities with the PEO Specialist.

• Maintain up-to-date knowledge of the PEO industry markets, products, and legal considerations.

• Service agent and broker renewals while encouraging growth in client business.

• Provide information regarding PEO administrative procedures, product availability, and customer value.

• Suggest strategies for renewing and placing new business.

• Make outbound renewal calls and follow up on renewal proposals.

• Conduct follow-up calls to sustain accounts and market services.

• Engage the Benefits Sales Executive in closing new cases and expanding product lines.

• Support agents and brokers with client presentations by participating in calls.

• Organize and dispatch Requests for Proposals to PEO partners.

• Follow up with brokers to gather missing RFP information.

• Prepare finalist presentations for brokers and clients.

• Arrange technology demonstrations for brokers and clients.

• Utilize Salesforce, Zoom, and other internal systems for tracking activities and metrics.

• Coordinate with partner PEO resources and manage renewal data efficiently.

• Resolve conflicts, address problems, and provide feedback to management.

• Perform additional duties as assigned by management.

⛳️ Requirements

• High School Diploma or GED equivalent is required.

• Associate degree is preferred.

• At least 2 years of professional experience in a related sales or telemarketing environment.

• Familiarity with insurance and PEO products, preferably gained through experience in a PEO marketing or sales program.

• Strong understanding of PEO plan features, benefits, and underwriting guidelines.

• Active Life & Health License must be acquired within 90 days of employment.

• Proficient in Microsoft Office Suite, particularly Word, Excel, PowerPoint, and Outlook Exchange.

• Skilled in web browsers, particularly Google Chrome.

• Fluency in the English language is required.

• Capability to work occasional long and irregular hours during peak periods.

• Ability to sit, frequently speak and hear, and occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs.

• Must comply with BenefitMall confidentiality standards regarding information.

🏝️ Benefits

• Comprehensive medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company matching contributions.

• Paid company holidays.

• Vacation and sick leave.

• New parent leave.

• Restricted stock units available for eligible positions.

• Deferred compensation plan for qualified roles.

• Opportunities for learning and leadership development.

• Competitive salary.

• Retirement plans.