Enterprise Account Executive
Vanta
Cyber Security
Benefits Sales Executive, Remote
CRC Insurance Services
full-time
Posted on:
Location: Illinois • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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 by: 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.
- Effectively market to agents/brokers and encourage them to place their clients’ business with us by: Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers.
- Provide “just in time” sales expertise to maximize results.
- Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.
- Coordinate with partner carrier resources as needed to maximize results.
- Adhere to the CRC Benefits confidentiality standards of information.
- Occasional long, irregular hours during peak times.
Requirements
- Active Life & Health License is required.
- HS Diploma or GED equivalent required.
- Associates degree preferred.
- 3+ years’ experience in a related health insurance/employee benefits sales role.
- 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.
