CRC Insurance Services

Benefits Sales Representative

CRC Insurance Services

full-time

Posted on:

Location Type: Hybrid

Location: Melville • New York • 🇺🇸 United States

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Salary

💰 $65,000 - $75,000 per year

Job Level

JuniorMid-Level

About the role

  • Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new and renewing clients.
  • Own 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.
  • 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; following up on requests for proposals and contacting new agents/brokers to drive sales.
  • Coordinate new business quote requests, renewal quote requests and proposal outputs with Proposal Consultants/ SA’s and following up for needed information with Brokers.
  • Conduct regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
  • Pre-screen level-funded groups to determine suitable products and risk adjustment factors on premium rates.
  • Drive agents to apply the appropriate technology solution as needed to assure safe, secure, and paperless sales administration.
  • Involve SE as appropriate with assistance in closing new cases and adding product lines.
  • Assist agents/brokers in presenting our products to clients by joining client/broker calls.
  • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
  • Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
  • Coordinate with partner carrier resources as needed to maximize results.
  • Adhere to CRC Benefits confidentiality standards of information.
  • Resolve conflicts, solve problems, and provide feedback to management.

Requirements

  • HS Diploma or GED equivalent (required)
  • Associate’s Degree (preferred)
  • 2+ years professional experience in a related selling or telemarketing environment (required)
  • Active Life & Health License must be obtained within 90 days of employment
  • Understanding of insurance products preferably attained through working in an insurance marketing or selling program
  • Good knowledge of carrier plan features, benefits, and underwriting guidelines
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales strategiesquote processrisk adjustmentinsurance productsunderwriting guidelinestelemarketingactivity trackingmetrics
Soft skills
team collaborationcommunicationproblem-solvingconflict resolutionrelationship building
Certifications
Life & Health License
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