Sales Executive
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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About the role
- market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients
- drive increased sales and Company growth by developing positive business relationships with agents/brokers
- maintain an in-depth understanding of the Company’s 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 and their clients
- conduct regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services
- assure that ASD is accurately and efficiently processing agent’s requests for quotations and proposals
- assure that ASD is providing information on carrier administrative procedures and product availability
- provide direction in selection of appropriate group products
- assist agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings
- resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management
- actively participate in team meetings, providing input to contribute to the team’s overall success
- keep abreast of current trends and regulatory issues surrounding benefit plan design and administration
- occasional vehicular travel, occasional long, irregular hours and possible travel
Requirements
- Bachelor’s degree preferred
- minimum of three (3) years’ experience in a related insurance/employee benefit medical sales role
- in-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
- Life/Health Agent’s License is required
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange
- able to communicate effectively with all levels of internal and external personnel, both verbally and in writing
- able to read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines
- able to develop and maintain good working relationships and provide positive customer service
- able to analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients
- determine when situations need to be escalated to Company management
- manage multiple responsibilities simultaneously
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
- company holidays, vacation and sick days
- new parent leave
- restricted stock units and/or a deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
group insurance productsinsurance marketingsalesproblem solvingcustomer servicequotation processingproposal developmentbenefit plan designregulatory compliancedocument interpretation
Soft Skills
communicationrelationship buildingteam collaborationconflict resolutionanalytical thinkingtime managementcustomer engagementfeedback provisionadaptabilityinterpersonal skills
Certifications
Bachelor's degreeLife/Health Agent's License