• Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions • Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services • Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience • Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by: Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer • Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary • Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics • Effectively market to agents/brokers and encourage them to place their clients’ business with us by: Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers • Provide “just in time” sales expertise to maximize results • Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data • Coordinate with partner carrier resources as needed to maximize results • Adhere to BenefitMall’s 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

• Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts • Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business • Promote new business and/or renewal business to achieve production/market criteria as defined by Broker with little or no supervision • Negotiate terms with the underwriters, including price, deductible, enhancement and exclusions • Select carriers to approach with accounts • Assist and/or provide quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner • Prepare recommendations for agents showing fact information regarding best coverage information • Process new business, including transference applications to CRC applications, issue binders and invoices, and check policy coverages for accuracy by CRC guidelines • Process renewal business which may include locating files, preparing and mailing solicitor letters and/or preliminary submission information, issuing binders and invoices, and checking policy coverages for accuracy by CRC guidelines • Acquire confirmations from retailers when accounts are bound • Process cancellation and endorsement requests, including issuing binders and invoices, checking policy coverages for accuracy by CRC guidelines • Prepare company profiles and research analysis for client visits • Provide directions and supervision to team as requested by Broker • Manage incoming calls from producers and companies • Maintain good working relationship with current agents and other co-workers • Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education • Perform other duties, tasks, responsibilities and projects as assigned

• Handle multimodal cargo (maritime, air, and road), managing imports and exports across various sectors. • Excellent opportunity for professionals with an established market network who are seeking structure, autonomy, and high earning potential.

• Assist the account team in completing day-to-day administrative tasks • Ensure no liability associated with errors or omissions occurs • Resolve basic and routine administrative and customer service issues • Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant • Handle endorsements, audits, cancellations, reinstatements, policy releases, and check requests • Maintain accurate and up-to-date data in agency systems • Provide proactive and responsive service • Ensure productivity and quality standards are met