Sales Support Representative, Large Group
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $55,000 - $65,000 per year
About the role
- Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes
- SLA metrics for Broker Retention and cross sell additional lines of coverage
- 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, both in office and on-site to maintain current accounts and market our services
- 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 BenefitMall 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, dental, vision, life, disability, and 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, and more
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
problem solvingconflict resolutioncommunicationcustomer servicefollow-upcollaborationfeedback provisionrelationship managementorganizational skillspresentation skills
Certifications
Associate’s degreeLife & Health License