Account Executive – Employee Benefits
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- retention of co-broker accounts by providing services and support for partnered agencies customers
- Works closely with the partnered agency, their producers and customers to maintain an understanding of the evolving market
- Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients
- Maintain a good understanding of the Company’s products and processes and how clients interact with these products and processes
- Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients
- Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products
- Conduct group meetings/webinars to further educate our Customer base on the services we provide
- Provide routine follow-up in on service issues and renewals
- Listen to the client ideas, resolving conflicts, solving problems, and providing timely feedback to the client
- Work renewal and market groups in order to obtain best products for them
- Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction
Requirements
- Associates degree preferred
- minimum of two (2) years’ experience in a related benefits selling environment
- Insurance Producer’s License required
- Good knowledge of carrier plan features, benefits, and underwriting guidelines
- Understanding of insurance products preferably attained through working in an insurance marketing or selling program
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers, most notably Google Chrome and Microsoft Edge
- Communicate with all levels of internal and external personnel, both verbally and in writing
- Develop and maintain good working relationships
- Determine when issues need to be escalated to a higher level
- Manage multiple responsibilities simultaneously
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance productscarrier plan featuresunderwriting guidelinesbenefits sellingcustomer serviceproblem solvingconflict resolutiongroup meetingsmarket knowledgeproduct knowledge
Soft Skills
communicationrelationship buildingteam collaborationcustomer satisfactionfeedback provisionescalation managementorganizational skillsactive listeningtime managementadaptability
Certifications
Insurance Producer's LicenseAssociates degree