• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes • SLA metrics for Broker Retention and cross sell additional lines of coverage • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers • Creating and maintaining spreadsheets for large group sales proposals • Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by: • Conducting regular follow-up calls to agents/brokers as well as large group employers, both in office and on-site to maintain current accounts and market our services • Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products • Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates • Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed • Adhere to BenefitMall confidentiality standards of information • Resolve conflicts, solve problems, and provide feedback to management