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.