• Identify and engage prospective customers through outbound calls, emails, and social channels across assigned markets and product lines. • Create targeted outreach campaigns for specific regions and customer segments. • Qualify inbound and outbound leads using defined criteria and a strong understanding of customer needs. • Schedule qualified sales appointments for Territory or Account Sales Managers. • Achieve weekly and monthly lead generation and appointment-setting targets. • Develop and manage target prospect lists to support faster sales cycles. • Maintain accurate and timely documentation of all prospect interactions in Salesforce. • Manage assigned lead pipelines to ensure proper follow-up, progression, or disqualification. • Partner closely with Marketing to support lead-nurturing efforts and provide feedback on lead quality and messaging effectiveness. • Use data, feedback, and performance insights to refine outreach efforts and improve conversion rates.

• Develop and execute sales strategies to hunt for new business. • Manage and grow existing accounts. • Lead presentations and negotiate service proposals. • Master the CRM to track wins and keep the commercial team synchronized.

Role Description The Benefits Platform Representative helps manage the online system that employees use to sign up for and manage their benefits—like health insurance, dental, vision, and retirement plans. This person makes sure everything runs smoothly on the platform, answers employee questions, works with insurance providers, and helps make sure the company follows all the rules. - Keep the Benefits System Up to Date: Make sure employee information is correct in the system and up-to-date according to each account and carrier policy. - Work with Insurance Companies: Talk to outside providers (like health insurance companies) to fix any issues or make updates. - Support During Open Enrollment: Help prepare the system for open enrollment (when employees choose their benefits for the next year), including testing and communicating with staff to ensure everything is accurate regarding the plans, policies, and prices of each carrier. - Check for Mistakes: Regularly review the system to make sure all the information is accurate and up to date. - Create Reports: Pull data and create reports to help the HR team and the carriers understand who is enrolled and what benefits are being used, and that deductions are correct for each of the employees. - Suggest Improvements: Look for ways to make the system easier for employees and HR to use. Qualifications - Some experience working in HR, Health Insurance - Comfortable using computer systems and learning new software - Good at paying attention to details and staying organized - Friendly and helpful when talking to employees or vendors - Basic knowledge of Excel or similar tools to work with data Requirements - This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member. - No Third Party Agencies or Submissions Will Be Accepted. Benefits - Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. - DFWP - Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. - Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

• Conduct cold outreach to top-of-funnel leads sourced through marketing nurture campaigns, company-hosted webinars, and industry events including tradeshows, conferences, and exhibitions • Independently research and identify additional prospects within your assigned territory to supplement marketing-sourced leads • Engage decision-makers primarily through cold calling and email outreach to qualify and advance leads through the funnel • Qualify prospects and book introductory meetings for the Account Executive team • Collaborate with Account Executives to align on target accounts, messaging, and ensure a seamless handoff of qualified opportunities • Consistently meet or exceed monthly SDR activity and pipeline metrics • Maintain accurate and up-to-date account and contact information throughout the prospecting process