If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
This is a remote position. 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.
At BenefitMall, 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.
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.
- Interact between client, broker, and carrier to ensure a smooth sales and service transition.
- Gather all information and prepare presentations for clients.
- Periodically travel to client locations to assist and present in strategy and enrollment meetings.
- Develop and maintain client relationships.
- Establish proactive communication to ensure their understanding of quality and service issues and develop/maintain customer loyalty.
- Research and respond to questions.
- Maintain a good understanding of the Company’s products and processes and how agents/brokers interact with these products and processes.
- Suggest or recommend products or services that would best complement the existing benefit package.
- Work with our carrier and internal contacts to get competitive pricing on these products and try to implement.
- Maintain and updates client benefit information in our internal systems.
- Coordinate any client policy changes with other departments.
- Resolve escalated issues for clients.
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
- Occasional long, irregular hours.
- Occasional vehicular travel.
REQUIRED QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Associates degree or equivalent and a minimum of three (3) years related experience.
- State Life & Health License preferred.
- Working knowledge of group ancillary products and medical products.
- Communicate effectively with internal and external personnel, both verbally and in writing.
- Read and comprehend job-related documents.
- Research and resolve problems with carriers and brokers.
- Work in and contribute to a positive team environment.
- Manage multiple tasks simultaneously.
- Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration and pass them to brokers and/or clients as necessary.
- Ability to use a PC, computer terminal and/or telephone.
- Strong knowledge of Microsoft Office, specifically Word, Excel, and PowerPoint; proficient in common web browsers such as Google Chrome and Microsoft Edge.