Weston Group Benefits/Benefitmall Work Values

Daily Duties at Weston Group Benefits/Benefitmall:

The main responsibility was really to recruit new broker customers to place their employer group benefit business through our organization. I basically did this through word of mouth or referrals from my current customers. I would make it a point to ask each of my customers for a referral every month or sometimes, bi-weekly. I would also attend carrier seminars when they were offered as many brokers that did not do business through our office would attend these as well. Job/industry trade shows were another great way to meet new customers and I would attend those as well. When I was not meeting new brokers, I spent a good part of my day speaking with them to "drum-up" business. I did not like to wait for it, I preferred to be proactive. I would call them and ask what new business they were working on and if there was a way I could help them. Sometimes I would offer marketing material such as fliers and pamphlets. Other times I was able to assist the broker in getting the client by helping that client with a rough situation and if I was able to rectify that situation, the client would show appreciation and give their business to my broker. It was these sorts of situations where my product and market knowledge came strongly into play as well as my very strong relationships with our carrier vendors. A very good part of my days was also spent with in-force customer service. I usually got personally involved with the day to day customer service as I was very "hands-on" with my business and feel like that not only strengthened my relationship with my broker clients, but strengthened the relationship with my broker clients with their employer group clients as well. That all combined with solid client retention for me and broker clients. When I was not personally involved with the actual customer service, I was overseeing the customer service department to assure that prompt, quality and professional services were being offered to my broker clients. I was also largely responsible for the preparing of presentations and in many cases I accompanied the broker to actually make the presentation to the client group. Most of the presentations I made were those that required much negotiating with the carrier vendor to come up with the most competitive price and products.

What they like about Weston Group Benefits/Benefitmall:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

self motivated, analytic, management, professional, confident, articulate, positive, Insurance, Insurance Sales, Broker Sales

Skills

Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Weston Group Benefits/Benefitmall: