CRC Benefits - ASD Sales Executive (Remote)

CRC Group

1d•Remote

About The Position

As part of the 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, with teams collaborating using video and screen sharing technology. CRC Benefits is an industry-leading provider of benefits services, with a culture based on corporate values that focus on inclusion, trust, collaboration, and innovation. The company has earned a Top Workplaces USA award three years in a row based on employee feedback. CRC Group is a leader in specialty wholesale insurance, dedicated to innovation, collaboration, and excellence. The company offers growth opportunities through learning and leadership development programs, a forward-thinking environment, a supportive community, and competitive compensation, health benefits, and retirement plans. They seek passionate individuals who thrive in a fast-paced, collaborative environment, value integrity, and are driven to succeed.

Requirements

Minimum of three (3) years’ experience in a related insurance/employee benefit medical sales role.
In-depth knowledge of group insurance products.
Life/Health Agent’s License is required.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange.
Proficient in Internet Explorer.
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.

Nice To Haves

Bachelor’s degree
Experience in an insurance marketing or selling role for in-depth knowledge of group insurance products.

Responsibilities

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 and their clients.
Works in tandem with Account Coordinators to effectively manage agents/brokers and to encourage them to place their clients’ business with the Company by:
Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services.
Assures that ASD is accurately and efficiently processing agent’s requests for quotations and proposals.
Assures that ASD is providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
Assures that ASD is pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
Assists agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings.
Resolves 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.