Benefits Sales Executive

CRC Insurance Services

Build relationships with broker firms while driving revenue growth for benefit services. Responsible for recruiting and training agents to promote BenefitMall’s unique offerings.

Posted 6/17/2026full-timeRemote • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition.
Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth.
Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions.
Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services.
Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
Effectively market to agents/brokers and encourage them to place their clients’ business with us by coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers.
Providing “just in time” sales expertise to maximize results.
Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.

Requirements

What you’ll need

HS Diploma or GED equivalent (required)
3+ years’ experience in a related insurance/employee benefit medical sales role (required)
Associate’s Degree (preferred)
Active Life & Health License must be obtained within 90 days of employment.
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance salesrevenue growth strategiesagent trainingsales activity trackingtechnology adoptiongroup insurance productssales expertise

Soft Skills

relationship buildingteam collaborationcommunicationstrategic thinkingproblem-solving

Certifications

Life & Health LicenseHS DiplomaGEDAssociate’s Degree