CRC Insurance Services

Sales Executive, Ancillary Benefits

CRC Insurance Services

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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.

Hard skills
ancillary productsgroup insurance productssales strategiesrevenue growthconflict resolutionproblem solvingactivity trackingmetrics analysistrainingeducating
Soft skills
relationship buildingteam collaborationcommunicationleadershipcustomer servicetrustworthinessadaptabilityfeedback provisionorganizational skillsstrategic thinking
Certifications
Life & Health License
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