CRC Benefits - Benefits Sales Executive, PEO (Remote)

CRC Group

1d • Remote

About The Position

The Benefits Sales Executive, PEO position is a remote role focused on building and maintaining relationships with assigned broker firms to drive revenue growth. The role involves recruiting and training new agents, developing revenue growth strategies, and coordinating sales and retention activities. The executive will educate and train agents on carrier procedures and products, host strategy calls, and utilize internal systems like Salesforce and Zoom for tracking. Marketing efforts will focus on encouraging brokers to place client business with BenefitMall, providing sales expertise, and driving technology adoption. The role also involves coordinating with partner carrier resources and adhering to confidentiality standards. Occasional long and irregular hours may be required during peak times. Physical requirements include 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 key aspects of the role.

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.

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.
• 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.
• Resolve conflicts, solve problems, and provide feedback to management.

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• a 401(k) plan with company match
• generous paid time off programs, including company holidays, vacation and sick days, new parent leave
• restricted stock units and/or a deferred compensation plan (for eligible positions)
• competitive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED