CRC Benefits - Benefits Sales Executive (Remote)

CRC Group•Memphis, TN
•Remote

About The Position

The Benefits Sales Executive is responsible for managing relationships with assigned broker firms and growing broker headcount by presenting CRC Benefits’ value proposition. The role develops an in-depth understanding of broker firms and their books of business to use CRC Benefits’ capabilities to grow revenue. This is a remote position, but candidates must live in and be licensed in Memphis, Tennessee, and reside in the greater Memphis area. The position recruits and trains agents, develops sales and revenue-growth strategies with agents and brokers, and coordinates sales and retention activity in a team environment. It leads a POD in servicing agent and broker business, educating agents on carrier procedures and products, and coordinating strategy calls. The role uses internal systems to track activity and metrics, markets CRC Benefits’ services, supports sales and renewals, encourages technology adoption, and coordinates with carrier partners. The role requires a high school diploma or GED and at least three years of related insurance or employee-benefit medical sales experience. An active Life and Health License must be obtained within 90 days of employment. An associate degree is preferred. 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 and Health License must be obtained within 90 days of employment.
  • In-depth knowledge of group insurance products, preferably gained through insurance marketing or sales experience.
  • Strong knowledge of Microsoft Word, Excel, and Outlook Exchange.
  • Proficiency with web browsers, specifically Google Chrome.
  • Must live in and be licensed in Memphis, Tennessee, and reside in the greater Memphis area.
  • English fluency required.

Nice To Haves

  • Associate degree.

Responsibilities

  • Recruit and train agents by promoting BenefitMall’s experience and technology solutions through trusted relationships.
  • Work with agents and brokers to develop revenue-growth strategies focused on sales activity, products per customer, and understanding of specialized services.
  • Coordinate sales and retention activities in a team sales environment to support a trusted benefits-selling experience.
  • Lead the POD in servicing agents’ and brokers’ business and encouraging growth of their clients’ business.
  • Educate and train agents on carrier administrative procedures, product availability, and product value.
  • Host POD strategy calls to discuss priority issues, quote volumes, and renewal activities and schedules.
  • Use internal systems, including Salesforce and Zoom, to track activity and metrics.
  • Market to agents and brokers and encourage them to place clients’ business with CRC Benefits.
  • Coordinate in-field sales and retention activity to close sales, renew cases, and add products to in-force 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 transfer.
  • Coordinate with partner carrier resources as needed to maximize results.
  • Adhere to confidentiality standards for information.
  • 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
  • Restricted stock units for eligible positions
  • Deferred compensation plan for eligible positions
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