Be the CRC Benefits subject matter expert and outside sales executive for all ancillary products in an assigned geography
Recruit and train new agents to CRC Benefits by promoting CRC Benefits' unique experience through deep, trusted relationships powered by the industry’s best technology solutions
Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of CRC Benefits' specialized services
Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience
Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business
Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer
Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary
Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics
Learn and utilize our ancillary products and services to reach our sales goals
Adhere to CRC Benefits confidentiality standards of information
Resolve conflicts, solve problems, and provide feedback to management
Other duties as assigned by management
Requirements
HS Diploma or GED equivalent required
Associates degree preferred
3+ years’ experience in a related ancillary insurance/employee benefits sales role
Active Life & Health License is required
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role with a health insurance carrier or broker
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.