CRC Insurance Services

Customer Support

• Manage the end-to-end RFP process, ensuring timely, accurate, and high-quality proposal submissions.
• Use quoting platforms and tools to pull rates and benefit information and format data into clear, professional proposals.
• Work directly with carrier partners to request and secure underwritten quotes.
• Create and maintain proposal documents that align with company branding and compliance standards.
• Collaborate with the sales team to understand client needs and tailor proposal content accordingly.
• Maintain strong attention to detail when compiling and presenting benefit data.
• Demonstrate advanced Microsoft Excel skills for rate analysis, comparisons, and data integrity.
• Prioritize and manage multiple proposals simultaneously, ensuring on-time delivery under tight deadlines.
• Exhibit excellent written communication and customer service when interacting with internal stakeholders and external partners.
• Support the sales team with administrative and operational tasks, including creating and updating spreadsheets with benefit details, pulling Summary of Benefits and Coverage (SBC) documents, assembling benefit booklets and sales packets, organizing and maintaining documents, contacts, and opportunities in Salesforce CRM, leveraging Salesforce to track tasks, manage data, and support overall sales organization, responding to a queue of sales support requests efficiently and with a high level of accuracy, assisting in preparing presentations, client communications, and sales documentation.

Sales Support Representative

Manager

• Manage the supervision and coordination of the claims department and staff
• Organize and disseminate information that affects the claims department to ensure necessary changes for compliance purposes
• Control workflow process through Claims Coordinators reviewing allocation of staff to ensure productivity and quality standards meet or exceed expected goals
• Review, analyze, track and take appropriate action on losses in order to provide account loss ratios and claims history to senior management
• Train claims staff on new policies or procedures
• Oversee and audit claims process ensuring proper documentation was created in the system and/or files
• Review claims and approve payments under the appropriate binding authorities
• Develop and maintain excellent relationships with agents and adjustors
• Prepare weekly, quarterly and monthly claim's reports and forward to appropriate parties

Claims Manager – Global Claims Service

• 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

Sales Support Representative, Large Group

Accounting Manager

• Overseeing all aspects of metrics and analytics for the PAO organization
• Managing the relationship with offshore partners for all of Finance and Accounting
• Supporting PAO leaders on project management and governance of all PAO projects
• Develop reporting and analytics to help measure all critical activities within PAO
• Develop monthly reporting deck for leadership review
• Drive metrics culture across PAO
• Manage all aspects of relationship between offshore vendors and Finance and Accounting
• Work on cost optimization of offshore resources in support of F&A
• Assist with performance issues
• Liaison with offshore vendors in support of F&A resources and business needs
• Align with offshore partners across CRC Specialty and CRC Underwriting
• Develop program management capability within PAO to assist with PAO leaders on projects they manage
• Develop monthly reporting of planning, goals, issues, risks, etc. for all PAO projects
• Drive cost savings analysis on all PAO projects

Senior Manager – Premium Accounting Operations

Account Executive

• Provide a seamless experience for customers from sales to delivery of service
• Be the single point of contact for assigned broker firms to resolve any open service needs and deliver superlative, personalized care
• Ensure a high level of customer satisfaction and exceed the expectation of our customers by providing quality information and superior customer service for a defined scope of issues and post enrollment inquiries
• Proactively keep customers updated on status and outcome of ongoing support case
• Provide quality customer service for issues regarding benefit administration group changes, employee enrollment changes, ID card status, and effective date inquiries
• Facilitate communication to educate our customer base on the services we provide
• Listen to customer ideas, resolve conflicts, solve problems, and provide feedback to Company management

Account Executive – Benefits, ASD

Claims Specialist

• Process claims, which includes evaluating policy for coverage
• Work with the insured, outside adjusters, agents and attorneys on the claim and coordinating the payment of claims
• Prepare reports such as loss runs and monthly bordereau
• Review policy to determine if loss is covered
• Hire attorney for coverage counsel for coverage analysis
• Settle claims within settlement authority
• Work with adjusters, insureds, attorneys, agents and others to assure the claim is handled efficiently
• Attend mediations, when applicable and negotiate settlement within authority
• Oversight of vendors for accuracy in reporting
• Audit invoices for accuracy
• Maintain loss fund
• Review and recommend policy wording changes
• Perform claim status requests and updates
• Prepare daily, weekly and monthly reports
• Travel for meetings with clients, mediations and underwriters

Claims Adjuster

Full-stack Engineer

• Deliver technically complex solutions
• Perform system integration support for all project work
• Consult and partner with the business product owners to understand the end goal and offer solutions and recommendations during the design
• Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area
• Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing
• Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production
• Build in and maintain security controls and monitoring in support of company standards
• Typically lead moderately complex projects and participate in larger, more complex initiatives
• Solve complex technical and operational problems
• Act as a resource for teammates with less experience
• May oversee the work of a small team
• In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work
• Leverage continuous engineering practices to deliver business value regarding effectiveness of the design
• Actively participate in refining user stories
• Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing
• Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support
• Develop code in accordance with the acceptance criteria established by the Product Owner.

Software Engineer

• Fulfill production goals by assisting regional sales team with their focus on selling large group customers and products
• Maintain an in-depth understanding of all large group products and processes
• Support field sales team and agents/brokers to encourage them to maintain and grow large group business
• Review large group opportunities and provide consultative assistance
• Conduct regular follow-up calls to sell large group new business and grow existing large group book
• Provide information on large group carrier administrative procedures and product availability
• Assist agents/brokers in obtaining sales materials
• Learn and utilize large group products and services to reach sales goals
• Resolve conflicts and provide feedback to management

Sales Executive, Large Group

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
• 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.
• 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 confidentiality standards of information.
• Resolve conflicts, solve problems, and provide feedback to management.

Sales Representative

Account Manager

• Assist with executing business strategies to drive growth and operational efficiency
• Collaborate with senior leadership to define goals, priorities, and key performance indicators (KPIs)
• Provide training and support to onshore and offshore teams, ensuring they have the necessary skills and knowledge to perform their roles effectively
• Participate in the planning, execution, and delivery of cross-functional projects, ensuring timely and successful delivery
• Assist in the management of project plans, monitor progress, and mitigate risks to proactively address challenges to ensure seamless delivery
• Collaborate with cross-functional teams, including finance, onshore production teams, onshore enablement teams, and IT
• Partner to drive continuous improvement initiatives by identifying and resolving process inefficiencies and operational risks
• Implement best practices, standard operating procedures (SOPs) and key performance indicators (KPIs) to maintain high service standards
• Manage offshore teams to ensure consistent and high-quality service delivery
• Act as a key liaison between internal stakeholders and onshore/offshore teams

Junior Business Lead – Relationship Manager

• Fulfill production goals by assisting regional sales team with their focus on selling large group customers and products
• Maintain an in-depth understanding of all large group products and processes and how our field sales team and agents/brokers interact with these products and processes
• Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide value added expertise to our field sales team and agents/brokers
• Effectively support our field sales team and agents/brokers to encourage them to maintain and grow their large group business
• Reviewing the large group opportunities that our regional team has in their pipeline and providing consultative assistance to create revenue and add coverage counts
• Conducting regular follow-up calls, both in office and in market, to sell large group new business and grow the existing large group book with our products and services
• Providing information on large group carrier administrative procedures and product availability, and direction in selecting appropriate large group products
• Providing assistance to agents/brokers in obtaining sales materials and supplies
• Learn and utilize our large group products and services to reach our sales goals
• Adhere to company confidentiality standards of information
• Resolve conflicts, solve problems, and provide feedback to management

Sales Executive – Large Group Benefits

Director

• accountable for creation, implementation, cost effectiveness, quality assurance, and on-going management responsibilities for benefits operations
• Post Sale activities, Billing, Payments and Carrier compliance activities among other cross functional duties
• Identify, define and design business improvement initiatives and act as change agent to ensure constant improvements are being made
• Ensure procedures, standard, quality measures and documentation are defined, communicated, adhered to and managed appropriately
• Prepare individual department and corporate goals, monitor progress against plan, and provide periodic reports to management on performance
• Manage direct reports to ensure a high performance and exceptional quality
• Oversee the hiring, training, motivating and overall management of support staff
• Develop leadership skills in management staff and build an effective team to support departmental goals
• Develops and monitors budget
• Ensure continual improvement of business for efficiency and quality, which should be supported by detailed reports and analysis
• Complete all Compliance Reviews by evaluating plan documents for any current or potential compliance issues
• Leads and participates in effective meetings

Director, Benefits Administration Service

• Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new and renewing clients
• Coordinate all new business sales activity and small group retention
• Provide information on carrier administrative procedures, product availability, and the value each creates for the customer
• Offer guidance in selecting the best solution while driving sales
• Place outbound sales and renewal calls; follow up on requests for proposals and contact new agents/brokers to drive sales
• Conduct 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
• Involve SE as appropriate with assistance in closing new cases and adding product lines.

Benefits Sales Representative

• Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new and renewing clients.
• Owns the new business quote process and sales strategies.
• Work closely with members in POD to ensure continued growth of new sales and retention of small group cases.
• Work effectively in a team sales environment with POD members to coordinate all new business sales activity and small group retention as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Work to effectively service agents/brokers’ new business and renewals 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 and renewal calls; following up on requests for proposals and contacting new agents/brokers to drive sales.
• Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
• Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.

Inside Sales Representative – Employee Benefits

Recruitment

• Perform administrative duties in support of the Producer Recruitment function,
• Ensure a white glove pre-offer coordination and onboarding experience for CRC Group producer candidates.
• Utilize the Applicant Tracking System to facilitate full cycle candidate onboarding.
• Facilitate and draft complex pre-employment documentation, to include offer letters and appropriate employment contract(s), ensuring accuracy and compliance with all internal policies and individual state/jurisdictional laws.
• Partner with internal legal and equity teams to facilitate and deliver contract drafts (i.e. Employment Agreements, Grant Agreements, etc.) for candidate/external legal review in advance of hire.
• Ensure appropriate Non-Disclosure Agreement(s) are delivered, executed, and filed in advance of draft document review.
• Collect, store, and maintain recruitment-related documentation.
• Collect, track, and provide reporting on hiring details and metrics; to include detailed onboarding status report and pipeline maintenance.
• Partner with the internal legal team to ensure hiring procedures comply with company policies and legal requirements.
• Assist with identifying process issues and risks and provide solution recommendations.
• Participate in and provide analytical support in design, development, and the execution of recruitment projects and programs.
• Provide a best-in-class candidate, hiring manager, and recruiter experience throughout the entire recruitment process.
• Facilitate and prioritize timely follow-ups, follow-through, and thoroughness in communications.
• Communicate professionally and effectively with candidates, hiring managers, senior leaders, and talent acquisition stakeholders throughout the pre-employment process.
• Adapt to changing circumstances and contribute positively to team dynamics.
• Provide cross-functional support as required.