Sales Executive – Large Group Benefits
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Fulfill production goals by assisting regional sales team with their focus on selling large group customers and products
- Maintain an in-depth understanding of all large group products and processes and how our field sales team and agents/brokers interact with these products and processes
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide value added expertise to our field sales team and agents/brokers
- Effectively support our field sales team and agents/brokers to encourage them to maintain and grow their large group business
- Reviewing the large group opportunities that our regional team has in their pipeline and providing consultative assistance to create revenue and add coverage counts
- Conducting regular follow-up calls, both in office and in market, to sell large group new business and grow the existing large group book with our products and services
- Providing information on large group carrier administrative procedures and product availability, and direction in selecting appropriate large group products
- Providing assistance to agents/brokers in obtaining sales materials and supplies
- Learn and utilize our large group products and services to reach our sales goals
- Adhere to company confidentiality standards of information
- Resolve conflicts, solve problems, and provide feedback to management
Requirements
- Associates degree preferred
- 3+ years’ experience in a related insurance/employee benefit sales role
- In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
- Active Life & Health is required
- 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
group insurance productssales techniquesconsultative assistancepipeline managementconflict resolutionproblem solvingsales goal achievement
Soft Skills
communicationteam supportcustomer servicefeedback provision
Certifications
Active Life & Health