CRC Benefits - Account Executive - Employee Benefits (Remote)

CRC Group•Fort Lauderdale, FL

6d•$85,000 - $110,000•Remote

About The Position

The Account Executive is responsible for retaining co-broker small employer group accounts by maintaining relationships with clients and health insurance carrier representatives and suggesting new lines of coverage. The role manages assigned clients’ renewal processes, supports renewal presentations and helps clients evaluate available group products and coverage options. This is a fully remote position. Candidates must have an active Life & Health license and strong knowledge of Maryland and/or Virginia small group benefits. The Account Service Division partners with insurance brokers to manage existing books of business. The position requires strong communication, organization, multitasking, relationship-building, teamwork, and adaptability, including the ability to adopt technology in a fast-growing organization. The annual base salary is $85,000–$110,000. Eligible full-time teammates can access a benefits program that includes insurance coverage, tax-advantaged savings accounts, a 401(k) plan with company match, and paid time off. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

Requirements

Active Life & Health license.
Strong knowledge of Maryland and/or Virginia small group benefits.
Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
Understanding of insurance products, preferably gained through work with a group health insurance broker or carrier.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficiency with web browsers, particularly Google Chrome and Microsoft Edge.
Ability to communicate verbally and in writing with all levels of internal and external personnel.
Ability to read and understand carrier plan features, benefits, underwriting guidelines, and Company guidelines.
Ability to develop and maintain good working relationships.
Ability to determine when issues need to be escalated.
Ability to contribute to a positive team environment and manage multiple responsibilities simultaneously.

Nice To Haves

Associate degree preferred.
At least two years of experience in small group employee health benefits.
Broker background preferred.

Responsibilities

Represent Company services positively and professionally to support continued sales and Company growth by developing positive business relationships with clients.
Manage the renewal process for assigned clients.
Meet with clients and/or producers to present renewals and supporting documents and seek renewal acceptance or a commitment to explore alternate options in the market.
Provide information about carrier administrative procedures and product availability, and guide clients in selecting appropriate group products.
Follow up routinely on service issues and renewals.
Build and maintain key client and carrier relationships by phone, email, and in person.
Enroll clients in Employee Benefits communication tools and demonstrate how to use them; introduce resources to new clients and existing clients at renewal.
Seek cross-selling opportunities and suggest new lines of coverage.
Conduct group meetings and webinars to educate customers about the services provided.
Maintain an understanding of Company products and processes and how clients interact with them.
Develop knowledge of insurance industry markets, products, and legal environments to provide value-added service to clients.
Listen to clients, resolve conflicts and problems, and provide timely feedback.
Participate actively in team meetings and contribute to the team’s success in achieving customer satisfaction.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Company holidays
Vacation and sick days
New parent leave
Restricted stock units and/or a deferred compensation plan for eligible positions