CRC Insurance Services

CRC Benefits - Benefits Sales Executive (Remote)

CRC Insurance Services

full-time

Posted on:

Origin:  • 🇺🇸 United States • California, North Carolina

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Salary

💰 $90,000 - $110,000 per year

Job 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.