CRC Benefits - Inside Retention Representative, PEO (Remote)

CRC Group•Remote - Florida, FL

2d•Remote

About The Position

The Inside Retention Representative, PEO position is a remote role focused on marketing and generating sales of insurance products through existing agents/brokers. The role involves working closely with members in a POD (likely a team or department) to renew business, with an enhanced focus on retention and upselling opportunities. The company, CRC Benefits, is an industry leader in benefits services and emphasizes a culture of inclusion, trust, collaboration, and innovation. They have been recognized with a Top Workplaces USA award for three consecutive years based on employee feedback. The company values its employees and encourages growth.

Requirements

HS Diploma or GED equivalent required.
2+ years professional experience in a related selling or telemarketing environment.
Understanding of insurance and PEO products preferably attained through working in a PEO marketing or selling program.
Good knowledge of PEO plan features, benefits, and underwriting guidelines.
Active Life & Health License must be obtained within 90 days of employment.
Strong knowledge of Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Nice To Haves

Associates degree preferred.

Responsibilities

Work effectively in a team sales environment with PEO Specialist to coordinate all retention and new sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
Maintain increasing knowledge of PEO industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Work to effectively service agents/brokers’ renewals and to encourage them to grow their clients’ business by providing information on PEO administrative procedures, product availability, and the value each creates for the customer.
Offer direction around the appropriate strategy to renew and place new business.
Place outbound renewal calls; follow up on proposals for renewals.
Conduct regular follow-up calls to agents/brokers, to maintain current accounts and market our services.
Involve Benefits Sales Executive as appropriate with assistance in closing new cases and adding product lines as needed.
Assist agents/brokers in presenting our products to clients by joining client/broker calls as needed.
Organize and send Request for Proposals (RFP) to PEO partners.
Follow up with brokers for missing RFP information.
Prepare finalist presentations for presentation to the broker and or client.
Arrange technology presentations to broker and or client.
Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
Coordinate with partner PEO resources as needed to maximize results; manage any renewal data received from our PEO partners.
Adhere to BenefitMall confidentiality standards of information.
Resolve conflicts, solve problems, and provide feedback to management.
Other duties as assigned by management.