CRC Benefits - Benefits Sales Executive (Remote)

CRC Group•Memphis, TN
•Remote

About The Position

CRC Benefits is seeking a Benefits Sales Executive to serve as the primary relationship contact for assigned broker firms and grow broker headcount by presenting CRC Benefits’ value proposition. The role requires developing an in-depth understanding of broker firms and their books of business to use CRC Benefits’ capabilities to increase revenue. This is a remote role, but candidates must live in the greater Memphis, Tennessee area and be licensed in Memphis. The executive recruits and trains agents, develops sales growth strategies with agents and brokers, and coordinates sales and retention activities in a team environment. The role leads a POD in servicing agents and brokers, provides product and carrier-procedure education, hosts strategy calls, tracks activity and metrics through internal systems, and coordinates with carrier partners. It also involves marketing to agencies, supporting sales and renewals, increasing product adoption, and promoting secure electronic data transfers. Occasional long, irregular hours may be required during peak times.

Requirements

  • High school diploma or GED equivalent.
  • At least 3 years of experience in a related insurance or employee-benefit medical sales role.
  • Active Life & Health License must be obtained within 90 days of employment.
  • In-depth knowledge of group insurance products, preferably gained through work in an insurance marketing or sales role.
  • Strong knowledge of Microsoft Word, Excel, and Outlook Exchange.
  • Proficiency with web browsers, particularly Google Chrome.
  • Must live in the greater Memphis, Tennessee area and be licensed in Memphis.
  • English language fluency.

Nice To Haves

  • Associate’s degree.

Responsibilities

  • Recruit and train new agents by promoting BenefitMall’s experience and technology solutions through trusted relationships.
  • Develop revenue growth strategies with agents and brokers focused on sales activity, products per customer, and understanding of specialized services.
  • Work effectively in a team sales environment and coordinate sales and retention activity.
  • Lead the POD in servicing agents and brokers and encouraging growth of their clients’ businesses.
  • Educate and train agents on carrier administrative procedures, product availability, and the value of products and services.
  • Host POD strategy calls to discuss priority issues, quote volumes, and renewal activities and schedules.
  • Use internal systems, including Salesforce and Zoom, for activity tracking and metrics.
  • Coordinate in-field sales and retention activity to close sales, renew cases, and add products to existing customers.
  • Provide timely sales expertise to maximize results.
  • Develop strategies with targeted agencies to increase technology adoption, eliminate manual processes, and support secure electronic data transfers.
  • Coordinate with partner carrier resources as needed.
  • Adhere to BenefitMall confidentiality standards.
  • Resolve conflicts, solve problems, and provide feedback to management.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • AD&D insurance
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Paid time off, including company holidays, vacation, and sick days
  • New parent leave
  • Eligible positions may qualify for restricted stock units and/or a deferred compensation plan
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