CRC Insurance Services

Benefits Sales Representative

CRC Insurance Services

full-time

Posted on:

Location Type: Hybrid

Location: White Plains • New York • United States

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Salary

💰 $65,000 - $75,000 per year

About the role

  • Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new and renewing clients
  • Coordinate all new business sales activity and small group retention
  • 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; follow up on requests for proposals and contact new agents/brokers to drive sales
  • Conduct regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services
  • Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates
  • Involve SE as appropriate with assistance in closing new cases and adding product lines.

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.

Hard Skills & Tools
salestelemarketinginsurance productsrisk adjustmentunderwriting guidelinesquote activityproduct selectioncustomer relationship management
Soft Skills
communicationrelationship buildingguidancefollow-upcustomer service
Certifications
HS DiplomaGEDAssociate’s DegreeActive Life & Health License