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CRC Insurance Services logo
CRC Insurance Services

Placing You First.

Sales Support Representative, Large Group

Customer SupportCustomer SupportOtherRemoteSeniorTeam 1,001-5,000Since 1982H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

106 days ago

Salary

$55K - $65K / year

Seniority

Senior

Associate Degree4 yrs expEnglish

Job Description

Sales Support Representative, Large Group

CRC Insurance Services

• 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 • Resolve conflicts, solve problems, and provide feedback to management

Job 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
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome

Benefits

  • 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

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