CRC Benefits - Benefits Sales Executive (Remote)
About The Position
CRC Benefits is seeking a Benefits Sales Executive for a remote role. The company is an industry leader in benefits services and has been recognized with a Top Workplaces USA award for three consecutive years. CRC Benefits values inclusion, trust, collaboration, and innovation, and encourages employee growth. The role involves building and maintaining relationships with assigned broker firms, effectively presenting the company's value proposition, and leveraging BenefitMall capabilities to maximize revenue growth. The team collaborates using video and screen sharing technology, allowing for a connected remote work experience.
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)
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)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
