CRC Benefits - Benefits Sales Executive, Large Group (Remote)

CRC Group•Remote - California, CA

1d•$90,000 - $110,000•Remote

About The Position

The Benefits Sales Executive, Large Group is responsible for establishing and maintaining relationships with assigned broker firms, aiming to grow the broker headcount by effectively presenting the company's value proposition. This role requires developing an in-depth understanding of the broker firm and their book of business to leverage company capabilities for maximum revenue growth. The position involves recruiting and training new agents, working with them to develop revenue growth strategies, and coordinating sales and retention activities to ensure a smooth and trusted benefits selling experience. The executive will lead a POD (Point of Distribution) to service agents/brokers, educate them on carrier procedures and product value, host strategy calls, and utilize internal systems like Salesforce and Zoom for activity tracking. Marketing efforts will focus on encouraging brokers to place business with the company, providing in-field sales expertise, and developing strategies to drive technology adoption for efficiency and data security. Collaboration with partner carrier resources is also a key aspect of the role. The position requires adherence to confidentiality standards, occasional long and irregular hours during peak times, and involves physical requirements such as sitting, speaking, hearing, and occasionally standing, walking, bending, crawling, kneeling, and lifting up to 25 lbs. Conflict resolution, problem-solving, and providing feedback to management are also essential functions.

Requirements

HS Diploma or GED equivalent (required)
3+ years’ experience in a related insurance/employee benefit medical sales role (required)
Active Life & Health License must be obtained within 90 days of employment.
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
English (Required) language fluency.

Nice To Haves

Associate’s Degree (preferred)

Responsibilities

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.
Host strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
Utilize 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.
Develop 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.
Resolve conflicts, solve problems, and provide feedback to management.