Job Description

Broker Executive - Woodland Hills, CA

About BenefitMall:

BenefitMall is a national provider of employee benefits, payroll, HR and employer services. Working with a network of more than 20,000 Trusted Advisors, we enable small and medium sized businesses easy access to affordable quality workforce solutions including employee benefits, payroll, compliance, and HR Solutions. Our employees enjoy an inclusive company culture that helps them exceed their income by providing career growth opportunities while maximizing their talents and contributions to the organization. We also offer standard medical, dental, and vision benefits along with a casual work environment, tuition reimbursement and pet insurance.

The Role:

Grow brokers who partner with BenefitMall by effectively presenting our value-add proposition.


  • Maintain an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
  • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
  • Utilize a network to acquire new brokers.
  • Work with Sales Executives to onboard brokers into our system.
  • Effectively market to agents/brokers and encourage them to place their clients’ business with us by:
    • Conducting regular prospective and follow-up calls to agents/brokers, both in office and on-site to acquire new brokers and market our services.
    • Demonstrating to prospective brokers how BenefitMall can provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
    • Showing potential brokers how BenefitMall can provide assistance to agents/brokers in obtaining sales materials and supplies.
  • Demonstrating how BenefitMall will assist agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings.
  • Adhere to BenefitMall confidentiality standards of information.
  • Occasional long, irregular hours during peak times.
  • Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
  • Resolve conflicts, solve problems, and provide feedback to management.
  • Other duties as assigned by management.

Required Qualifications:

  • Associates degree preferred.
  • 3+ years’ experience in a related insurance/employee benefit medical sales role.
  • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
  • Health Broker’s License is required.

Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

We are an EOE F/M/D/V

BenefitMall provides equal employment opportunities to all employees and applicants for employment without regard to race, color creed, religion, sex, national origin, age, citizenship, disability, veteran status or any other protected status. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.

Required Skills

Required Experience
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