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CRC Group

Remote Jobs

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.

63 open rolesTeam 1001-5000Latest: Jul 7, 2026, 12:00 AM UTC
Insurance
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63 Jobs

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Head of Carrier and Facility Reporting

CRC Group

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.

Full TimeRemoteLeadTeam 1,001-5,000

Role Description The Carrier & Facility Reporting Manager is a highly visible leadership role within CRC Group’s Risk Solutions team, responsible for the accurate, consistent, and timely delivery of carrier and facility-level reporting across CRC’s proprietary capacity vehicles and external capital partner relationships. This role leads a team of Operations Analysts and serves as the functional reporting lead across a growing set of Risk Solutions initiatives. - Lead the collection, review, and delivery of carrier and facility-level reporting, including monthly bordereaux, quarterly transaction reporting, and treaty performance statements across the Risk Solutions portfolio. - Serve as the primary operational contact for carrier reporting partners across Risk Solutions facilities, coordinating timely submissions, resolving questions, and maintaining strong working relationships. - Oversee reconciliation activities between carrier-reported data and CRC source systems including AIM, EPIC, and Omega; identify discrepancies and drive timely, practical resolution. - Lead the modernization of reporting operations, transitioning manual and spreadsheet-based processes into automated, scalable workflows within the Cornerstone/Starwind EDW architecture. - Partner with data engineering teams to define ingestion requirements, establish data quality standards, and build reconciliation logic for carrier bordereaux, system-generated reports, and claims TPA reporting. - Drive execution of the Centralize Carrier Reporting workstream within the Cornerstone data initiative, ensuring all carrier report types are fully integrated into the Cornerstone ingestion pipeline. - Support Power BI dashboard development by ensuring underlying data is complete, well-structured, and consistently reconciled for reporting use. - Produce and enhance reporting packages for external capital partners, including investors and capacity carriers, with a focus on accuracy, consistency, and timely delivery. - Own the Quarterly Transaction Report process under the Cornerstone Capacity Agreement, coordinating with the reinsurance broker on aggregate reporting obligations and ensuring fee calculation inputs are correct and auditable. - Partner with the treaty documentation function to ensure carrier and facility reporting is tied to an accurate, up-to-date treaty register. - Maintain a complete, auditable record of participation percentages, premium caps, treaty periods, and reporting obligations across all active vehicles and carrier relationships. - Support the Power Apps/Dataverse treaty management implementation by defining reporting-layer requirements and data linkages to the Cornerstone EDW. - Develop and maintain a suite of management information outputs covering GWP flows, capacity utilization, loss ratios, and profit commission tracking across all facilities, structured for both internal and external stakeholder audiences. - Provide the Operations and Actuarial teams with clean, reconciled data sets to support CAT modeling, pricing, and reserve analyses. - Define and enforce data quality standards and reporting KPIs across the platform, creating visibility into reporting timeliness, error rates, and reconciliation exceptions. - Lead, coach, and develop a team of Operations Analysts; define team roles, workflows, and accountability structures as the platform scales. - Serve as the escalation point within the reporting function for data quality issues, carrier disputes, and deadline-critical deliverables. - Partner with the Head of Risk Solutions Operations & Strategic Planning to identify resourcing gaps and support future hiring decisions within the function. Qualifications - 5-7 years of experience in insurance operations, reinsurance reporting, MGA administration, or a related financial operations environment within specialty insurance or reinsurance. - Deep expertise in bordereau management, treaty reporting, and carrier accounting processes across quota share, binding authority, and follow facility structures. - Hands-on experience with data reconciliation, EDW environments, and BI tooling; Databricks and Power BI experience strongly preferred. - Experience leading or mentoring a team, with the ability to support analyst development, provide oversight, and design effective day-to-day workflows. - Strong project management skills, with the ability to drive modernization efforts while keeping core reporting operations running smoothly. - Highly detail-oriented and comfortable working in a build environment where processes are still being shaped and refined. - Working knowledge of Lloyd’s reporting conventions and/or ILS operational requirements preferred. - Familiarity with AIM, EPIC, Omega, or comparable insurance operating systems preferred. Requirements - No specific certifications required; CPCU, ARM, or equivalent designations are a plus. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
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COR Support Specialist

CRC Group

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.

Customer Support26 days ago
Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description The Policy Issuance Offshore Support II role is responsible for performing intermediate-level policy documentation and processing tasks in support of underwriting and client servicing functions. This position ensures accuracy, compliance, and timely delivery of policy documents and endorsements, while adhering to established company standards and regulatory requirements. The role operates under moderate supervision and contributes to process efficiency, quality control, and service level agreements within a shared service or offshore operations model. Qualifications - High school diploma or equivalent is required; associate degree preferred. - Minimum of 2–3 years of experience in insurance policy processing, issuance, or related operational support roles. - Familiarity with property and casualty insurance products and terminology. - Experience working in shared services, BPO, or offshore delivery environments is beneficial. Requirements - Proficiency in policy administration systems and Microsoft Office Suite. - Strong attention to detail to ensure accuracy in policy documents. - Ability to interpret and apply underwriting instructions and guidelines. - Effective communication and collaboration skills for working across distributed teams. - Time management and organizational skills to meet SLAs and multiple priorities. - Problem-solving aptitude to address discrepancies or data issues promptly. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
CRC Group logo

New Business Processing Associate

CRC Group

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.

Business Analyst26 days ago
Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). 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. Works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications. Qualifications - High School diploma or equivalent, with a minimum of one (1) year of underwriting or related medical insurance experience. Associate degree preferred. - Working knowledge of medical conditions/terminology and insurance products. - Basic understanding of underwriting principles. - Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook Exchange; proficient in Internet Explorer. - Communicate effectively with all levels of internal and external personnel, both verbally and in writing. - Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts. - Negotiate with agents and brokers. - Maintain complete confidentiality of information. - Determine when problems should be escalated. - Work in and contribute to a positive team environment. - Complete tasks on time while managing multiple tasks simultaneously. Requirements - Evaluates new case and add-on risks, assuring timely and quality underwriting by: - Evaluating enrollment materials and detailed medical records to determine underwriting actions. - Enrolling new groups and members on carrier’s online systems. - Reviewing final rates, benefit options, and underwriting requirements. - Contacting agents/brokers when a case has been reviewed to request additional information. - Generating quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier. - Notifying agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn. - Adhering to Company confidentiality standards of information. - Assisting in the processing of broker of record change letters and licensing for agents to assure new agents are correctly paid, carrier guidelines are followed, and agents/brokers are properly appointed with each carrier. - Answering necessary Broker questions. - Keeping abreast of medical conditions/terminology and insurance products. - Other projects as assigned. - Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs. - Occasional long, irregular hours. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
Job Closed
CRC Group logo

Data Analyst

CRC Group

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.

Data Analyst26 days ago
Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) - Design, deploy and maintain scalable data pipelines and analytics solutions. - Ensure data quality is maintained through data governance process and regular monitoring. - Optimize APIM for interaction with data. - Create dashboards and visual reports for the entire portfolio / individual divisions. Qualifications - 6+ years with data analysis. SQL should be the primary skillset. - Mandatory experience in underwriting / insurance space. - Preferred: Databricks / not mandatory. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
CRC Group logo

Vendor Manager

CRC Group

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.

Manager31 days ago
Full TimeRemoteLeadTeam 1,001-5,000

Role Description The Vendor Manager is responsible for providing operational oversight, expanded BPO services, and continuous process improvement across all offshore support functions. This role ensures operational efficiency, accuracy, and compliance while serving as the primary liaison between offshore teams, production units, vendors, and internal stakeholders. The Vendor Manager assists with standardization, supports automation initiatives, and ensures the offshore teams are equipped with the tools, training, and guidance necessary to meet organizational performance expectations. Strong analytical skills, effective communication, and a deep understanding of the insurance industry are essential. Key Responsibilities - Provide oversight for all offshore operational activities, ensuring service quality, process accuracy, and alignment with organizational standards. - Liaison between key internal stakeholders and offshore partners, including Quality Management, Workforce Management, Relationship Management, and the COR team. - Manage the triage, prioritization, and resolution of all requests, ensuring timely and effective support to production teams. - Oversee the maintenance, governance, and accuracy of signature repositories for both Binding and Brokerage divisions. - Assist with troubleshooting and resolution of automation or system issues, partnering with internal departments to implement sustainable process improvements. - Lead continuous evaluation of workflows to promote operational efficiency, standardization, and error reduction. - Oversee the development, revision, and maintenance of Standard Operating Procedures (SOPs) across all offshore-supported processes. - Provide operational support and administrative oversight for ODEN Policy Terminator functions for offshore teams and multiple internal offices. - Manage onboarding for new markets, retailers, and system users for both offshore and production teams. - Supervise password and credential administration in accordance with company security protocols. - Communicate platform updates, website changes, and moratorium notifications to offshore teams to ensure compliance and operational readiness. - Serve as an escalation point for all global work types. - Provide support to vendors and production teams, ensuring seamless workflow functionality. - Oversee the acquisition and maintenance of offshore user credentials for Loss Run carrier portals and inspection vendor platforms. Vendor Team Management & Development - Coach and develop offshore teams, ensuring high performance, quality output, and adherence to service standards. - Serve as the primary point of contact for offshore team inquiries, escalations, and operational issues. - Oversee the daily review, reassignment, and workflow management of ImageRight tasks, ensuring accurate routing and timely completion. - Manage the tracking, analysis, and resolution of Q&A items, identifying knowledge gaps and implementing corrective training. - Monitor production performance and ensure offshore teams meet established KPIs, including AHT (Average Handling Time) targets. - Conduct monthly audits of offshore processes and present findings with actionable recommendations to leadership. - Investigate and respond to offshore-related issues escalated by production teams, ensuring timely resolution and communication. Qualifications - Strong analytical skills. - Effective communication skills. - Deep understanding of the insurance industry. Requirements - Regular or Temporary: Regular - Language Fluency: English (Required) - Work Shift: 1st Shift (United States of America) Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
Job Closed
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Complex Claims Manager - Construction Defect and Environmental

CRC Group

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.

Manager33 days ago
Full TimeRemoteLeadTeam 1,001-5,000

Role Description A Complex Claims Manager - Construction Defect and Environmental is responsible for investigating, evaluating, and resolving insurance claims related to environmental damage, as well as claims involving General Liability (GL) and Excess Liability. This role involves: - Thoroughly investigating environmental claims, GL and Excess Liability by gathering information on the incident, site assessment, potential pollutants, and impacted parties to determine the scope of damage and liability. - Reviewing insurance policies to determine coverage applicability for environmental, general liability, and excess liability claims, including policy limits and exclusions. - Evaluating potential liability based on the investigation findings, legal precedents, and environmental regulations. - Calculating and assigning appropriate claim reserves based on the potential damages and liability assessment to accurately reflect the financial exposure. - Negotiating settlements with claimants or their legal representatives to reach a fair and cost-effective resolution. - Coordinating with legal counsel to manage legal defense strategies, including assigning attorneys, reviewing legal documents, and monitoring litigation progress. - Managing consultants and contractors, including reviewing environmental work plans, remedial designs, and other technical aspects of environmental projects. - Identifying and implementing cost-saving measures during the claims process, such as utilizing preferred vendors or negotiating favorable settlement terms. - Investigating potential fraudulent claims related to environmental and non-environmental damages. - Ensuring adherence to all relevant environmental regulations and reporting requirements throughout the claims process. - Maintaining clear communication with policyholders, brokers, adjusters, legal counsel, and internal stakeholders regarding claim status and updates. - Identifying patterns and trends within environmental claims to inform risk management strategies and proactive measures. - Overseeing a portfolio of claims for the Environmental Division, prioritizing critical cases, and monitoring overall claim performance. - Providing underwriting teams with insights on environmental risks and participating in risk assessment meetings. - Collaborating on marketing strategies and contributing real-world examples for marketing materials. - Analyzing claims portfolio performance and recommending risk mitigation strategies. - Sharing claims insights for new product development and refining policy language. - Conducting training on claims handling and regulatory changes. - Liaising between claims, underwriting, and other departments to ensure cohesive risk management. Qualifications - Bachelor’s Degree required, Juris Doctorate preferred. - Minimum of 5 years’ experience required. Requirements - Extensive knowledge of environmental laws, regulations, and compliance standards. - Knowledge of Construction Defect. - Proven experience in managing complex insurance claims, including investigation, evaluation, and resolution. - Ability to analyze complex data, assess environmental impacts, and make informed decisions. - Strong negotiation skills to reach favorable settlements with claimants and legal counsel. - Understanding of legal principles related to environmental liability and insurance coverage. - Strong interpersonal skills to build and maintain relationships with internal and external stakeholders. - Ability to represent the company in market-facing activities, including client meetings, industry conferences, and networking events. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
CRC Group logo

Compensation Professional

CRC Group

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.

Designer33 days ago
Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description The Compensation Professional I provides analytical and administrative support in the design, implementation, and administration of compensation programs. This role is responsible for conducting market analyses, assisting with job evaluations, supporting annual compensation cycles, and ensuring internal equity and adherence to compensation guidelines. Key Responsibilities: - Assist in the administration of compensation programs and processes, including base pay, incentive plans, and salary structures. - Conduct market pricing and benchmarking analyses using compensation survey data. - Support job evaluation activities, ensuring alignment with job architecture and organizational guidelines. - Prepare compensation-related reports and provide data analysis to support decision-making. - Maintain compensation data in HR systems, ensuring data integrity and accuracy. - Assist with the annual merit, bonus, and salary planning cycles. - Ensure compliance with applicable laws, regulations, and internal compensation policies. Qualifications - Bachelor’s degree in Human Resources, Business Administration, Finance, or related field preferred. - 0–2 years of experience in compensation, HR analytics, or related HR function. - Experience with HRIS or compensation management systems is preferred. - Familiarity with market pricing and compensation analysis methodologies. Requirements - Certified Compensation Professional (CCP) or progress toward certification is preferred. - No additional certifications required. Functional Skills - Proficiency in Microsoft Excel and data analysis tools. - Strong attention to detail and accuracy in data handling. - Analytical skills to interpret compensation data and market trends. - Ability to manage multiple tasks and meet deadlines. - Basic knowledge of compensation principles and best practices. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
Job Closed
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National Commercial/Post Closing Coordinator

CRC Group

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.

Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description Join our team! Successful and leading title insurance agency is seeking an experienced National Commercial/Post Closing Coordinator to join our team. Attention to detail, great communication skills (verbal & written), great organizational skills, and ability to multi-task in a fast-paced environment are essential for success in this position. - Coordinate end‑to‑end commercial recording processes for complex real estate transactions, including multi‑site and multi‑state recordings. - Prepare, review, and submit commercial recording packages to county clerk offices, ensuring documents meet jurisdiction‑specific statutory requirements and recording standards. - Review documents for recordability, proactively identifying deficiencies and coordinating corrective action with internal teams, attorneys, and title professionals. - Calculate transfer, documentary, and recording taxes and complete required transfer tax forms on a nationwide basis. - Manage electronic recordings through Simplifile and CSC platforms, monitoring submission status and resolving rejections in a timely manner. - Process date‑down endorsements, including National and New York construction loan transactions. - Maintain accurate and well‑organized client courtesy files, invoices, and post‑closing data within internal systems. - Serve as a point of contact for recording/construction loan status inquiries, providing clear updates to internal stakeholders and clients. - Partner with closing, underwriting, and post-closing teams to correct and finalize documents/endorsements. - Balance high‑volume workloads and competing priorities while consistently meeting recording deadlines and service‑level expectations. - Maintain strict confidentiality while handling sensitive commercial transaction documentation. Qualifications - Candidates with experience in title insurance or real estate closings are encouraged to apply. - Minimum of 2-4 years’ experience in office administration or real estate post-closing. - Background in residential and commercial real estate document recordings is preferred. - Experience with title software is preferred. - Skilled in Adobe Acrobat, Microsoft Word, and Excel. - Strong time management skills. - Outstanding work ethic with the ability to work in both team-oriented and self-directed environments. - Detail-oriented and professional; able to handle confidential information. - High level of accountability. - Customer service oriented. - Creative problem-solving skills. - Ability to communicate effectively (written and verbal). - Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Benefits - Health insurance - Dental insurance - Vision insurance - Employer Paid Life insurance - Employer Paid LTD - Paid Time Off - 401(k) - 401(k) Employer Match - Flexible Spending Account - Health Savings Account - Employee Assistance Program

United States
Job Closed
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Benefits Sales Executive

CRC Group

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.

Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition. Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth. 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. KEY RESPONSIBILITIES: - Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions. - Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services. - Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience. - Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by: - Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer. - Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary. - Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics. - Effectively market to agents/brokers and encourage them to place their clients’ business with us by: - Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide “just in time” sales expertise to maximize results. - Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data. - Coordinate with partner carrier resources as needed to maximize results. - Adhere to BenefitMall’s 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. Qualifications - HS Diploma or GED equivalent (required) - 3+ years’ experience in a related insurance/employee benefit medical sales role (required) - Associate’s Degree (preferred) Requirements - Active Life & Health License must be obtained within 90 days of employment. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
$90K - $130K / year
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Inside Retention Representative

CRC Group

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.

Full TimeRemoteMid LevelTeam 1,001-5,000

Role Description Market and generate sales of insurance products through existing agents/brokers. Work closely with members in POD to renew business with enhanced focus on retention and upselling opportunities. 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. Required 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. - 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) 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. - 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. Qualifications - HS Diploma or GED equivalent required. Associates degree preferred. - 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. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - 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.

United States
Job Closed

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