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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.
Sales Executive, Ancillary Benefits
Location
United States
Posted
20 days ago
Salary
0
Seniority
Mid Level
Job Description
Sales Executive, Ancillary Benefits
CRC Group
Role Description As part of our team, you will market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients. 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: - Drives increased sales and Company growth by developing positive business relationships with agents/brokers. - Maintains an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes. - Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers and their clients. - Works in tandem with Account Coordinators to effectively manage agents/brokers and to encourage them to place their clients’ business with the Company by: - Conducting regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services. - Assuring that ASD is accurately and efficiently processing agent’s requests for quotations and proposals. - Assuring that ASD is providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products. - Assuring that ASD is pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates. - Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings. - Resolving escalated issues by resolving conflicts, solving problems, and providing feedback to Company management. - Actively participating in team meetings, providing input to contribute to the team’s overall success. - Keeping abreast of current trends and regulatory issues surrounding benefit plan design and administration. - Occasional vehicular travel, occasional long, irregular hours and possible travel. - Ability to work overtime during 4th quarter busy time. - Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs. Qualifications - Bachelor’s degree preferred. - Minimum of three (3) years’ experience in a related insurance/employee benefit medical sales role. - In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role. Requirements - Life/Health Agent’s License is required. Functional Skills - Strong knowledge of Microsoft Office, specifically Word, Excel, 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 moderately complex documents including sales, underwriting, and Company guidelines. - Develop and maintain good working relationships and provide positive customer service. - Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients. - Determine when situations need to be escalated to Company management. - Work in and contribute to a positive team environment. - Manage multiple responsibilities simultaneously. 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.
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