Inside Sales Representative – Employee Benefits
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Tennessee • United States
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About the role
- Market and generate new sales of insurance products through existing agents/brokers and by developing relationships with new and renewing clients.
- Owns the new business quote process and sales strategies.
- Work closely with members in POD to ensure continued growth of new sales and retention of small group cases.
- Work effectively in a team sales environment with POD members to coordinate all new business sales activity and small group retention as needed to assure the fastest, easiest, and most trusted benefits selling experience.
- Work to effectively service agents/brokers’ new business and renewals to encourage them to grow their clients’ business by providing information on carrier administrative procedures, product availability, and the value each creates for the customer.
- Offering guidance in selecting the best solution while driving sales.
- Placing outbound sales and renewal calls; following up on requests for proposals and contacting new agents/brokers to drive sales.
- Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategiesquote processinsurance productstelemarketingunderwriting guidelinescarrier plan featuresclient relationship managementproposal follow-upsmall group retentionmarket knowledge
Soft Skills
teamworkcommunicationrelationship buildingcustomer serviceguidancefollow-upproblem-solvingorganizational skillssales orientationadaptability
Certifications
HS DiplomaGEDAssociate’s DegreeActive Life & Health License