CRC Benefits - Inside Sales Representative (Remote)

CRC Group•San Antonio, TX

1d•Remote

About The Position

The Inside Sales Representative position at CRC Benefits involves marketing and generating new sales of group health insurance products through existing agents/brokers and by developing relationships with new clients. The role owns the new business quote process and sales strategies, working closely with POD members to ensure continued growth. This is a remote position, utilizing video and screen sharing technology for team collaboration. CRC Benefits is an industry-leading provider of benefits services, recognized as a Top Workplaces USA award recipient for three consecutive years, based on employee feedback. The company culture emphasizes inclusion, trust, collaboration, and innovation, valuing employees and encouraging growth.

Requirements

Active Life & Health License.
HS Diploma or GED equivalent required.
2+ years professional experience in group health insurance ideally with a carrier or broker.
Strong understanding of employee benefits products preferably attained through working in a group health 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

Associates degree preferred.

Responsibilities

Work effectively in a team sales environment with POD members to coordinate all new business sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
Work to effectively service agents/brokers’ new business and to encourage them to grow their clients’ business by: Providing information on carrier administrative procedures, product availability, and the value each creates for the customer.
Offering guidance in selecting the best solution while driving sales.
Placing outbound sales calls; following up on requests for proposals and contacting new agents/brokers to drive sales.
Coordinating new business quote requests and proposal outputs with Proposal Consultants.
Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
Driving agents to apply the appropriate technology solution as needed to assure safe, secure, and paperless sales administration.
Involving BSE as appropriate with assistance in closing new cases and adding product lines.
Assisting agents/brokers in presenting our products to clients by joining client/broker calls.
Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
Coordinate with partner carrier resources as needed to maximize results.
Adhere to CRC Benefits confidentiality standards of information.
Occasional long, irregular hours during peak times.
Resolve conflicts, solve problems, and provide feedback to management.
Other duties as assigned by management.