About The Position

Be the overarching relation with assigned broker firm with respect to Large Group business. Develop an intimate knowledge of the broker firm and broker book of business. 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

  • Associate’s degree or equivalent required.
  • 4+ years professional experience in a related selling or telemarketing environment.
  • Expertise knowledge of large group carrier plan features, benefits for both medical and non-medical/ancillary plans.
  • Active Life & Health License must be obtained within 90 days of employment.
  • Experience with financial and underwriting principals involved with large group plans.
  • Strong knowledge of self-funded, level funded, or alternate funded plans.
  • Active Life & Health License must be obtained within 90 days of employment.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Responsibilities

  • Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
  • SLA metrics for Broker Retention and cross sell additional lines of coverage.
  • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
  • Creating and maintaining spreadsheets for large group sales proposals.
  • Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by:
  • Conducting regular follow-up calls to agents/brokers as well as large group employers, both in office and on-site to maintain current accounts and market our services.
  • Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products.
  • Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
  • Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed.
  • Adhere to BenefitMall confidentiality standards of information.
  • Occasional long, irregular hours during peak times.
  • Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
  • Resolve conflicts, solve problems, and provide feedback to management.
  • Other duties as assigned by management.

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.
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