Sales Representative
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
Visit company websiteExplore more
About the role
- Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
- Creating and maintaining spreadsheets for large group sales proposals.
- Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by conducting regular follow-up calls to agents/brokers as well as large group employers.
- Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products.
- Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
- Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed.
- Adhere to confidentiality standards of information.
- Resolve conflicts, solve problems, and provide feedback to management.
Requirements
- Associate’s degree or equivalent required.
- 4+ years professional experience in a related selling or telemarketing environment.
- Expertise knowledge of large group carrier plan features, benefits for both medical and non-medical/ancillary plans.
- Active Life & Health License must be obtained within 90 days of employment.
- Experience with financial and underwriting principals involved with large group plans.
- Strong knowledge of self-funded, level funded, or alternate funded plans.
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Generous paid time off programs including company holidays, vacation and sick days, new parent leave
- Restricted stock units and/or deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
large group carrier plan featuresmedical plansnon-medical plansfinancial principlesunderwriting principlesself-funded planslevel funded plansalternate funded plansspreadsheetsrisk adjustment factors
Soft Skills
communicationproblem-solvingconflict resolutioncustomer servicefollow-upcollaborationfeedback provisionorganizational skillsrelationship managementconfidentiality adherence
Certifications
Associate’s degreeLife & Health License