CRC Benefits - Inside Retention Representative (Remote)

CRC Group

7d•Remote

About The Position

Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new clients. Owns the new business quote process and sales strategies. Work closely with members in POD to ensure continued growth of new sales. This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home. At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

Requirements

HS Diploma or GED equivalent (required)
2+ years professional experience in a related selling or telemarketing environment (required)
Active Life & Health License must be obtained within 90 days of employment.
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Good knowledge of carrier plan features, benefits, and underwriting guidelines.
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

Work effectively in a team sales environment 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 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 product availability, and the value each creates for the customer. Offering direction around the appropriate strategy to renew and place new business. Placing outbound renewal calls; following up on proposals for renewals.
Conducting regular follow-up calls to agents/brokers, to maintain current accounts and market our services.
Involving Benefits Sales Executive as appropriate with assistance in closing new cases and adding product lines as needed.
Assisting agents/brokers in presenting our products to clients by joining client/broker calls as needed.
Organize and send Request for Proposals (RFP).
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.
Adhere to BenefitMall confidentiality standards of information.

Benefits

Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match.
CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more.
Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
CRC Group is a Drug Free Workplace.

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