CRC Benefits - Broker Sales Executive (Remote)

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Part of our team, you will market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients.

This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Drives increased sales and Company growth by developing positive business relationships with agents/brokers.
• Maintains an in\-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes.
• Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value\-added service to agents/brokers.
• Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service agents/brokers and to encourage them to place their clients’ business with the Company by:

o Conducts regular follow\-up and prospective calls to agents/brokers, both in office and on\-site to maintain current accounts and market Company services.

o Accurately and efficiently processing agent’s requests for quotations and proposals.

o Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.

o Pre\-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.

o Aiding agents/brokers in obtaining sales materials and supplies.

o Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings.

o Resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management.

• Actively participates in team meetings, providing input to contribute to the team’s overall success.
• Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration
• Occasional vehicular travel
• Occasional long, irregular hours and possible travel.
• Ability to work overtime during 4th quarter busy time.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3\+ years’ experience in a related insurance/employee benefit medical sales role (required)
• Associate’s Degree (preferred)

CERTIFICATIONS, LICENSES, REGISTRATIONS

• Life/Health Agent’s License (required)

FUNCTIONAL SKILLS

• In\-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
• Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
• Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines.
• Develop and maintain good working relationships and provide positive customer service.
• Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients.
• Determine when situations need to be escalated to Company management.
• Work in and contribute to a positive team environment.
• Manage multiple responsibilities simultaneously.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well\-being – physical, emotional, financial, social, and professional. Our best\-in\-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full\-time teammates enjoy access to medical, dental, vision, life, disability, and AD\&D insurance; tax\-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

*CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.*

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