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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
Market and generate new sales of group health insurance products through existing agents/brokers and by developing relationships with new clients. Owns the new business quote process and sales strategies. Work closely with members in POD to ensure continued growth of new sales.
Our employees work a hybrid schedule - this team is in office one day a week. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Work effectively in a team sales environment with POD members to coordinate all new business sales activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
- Work to effectively service agents/brokers’ new business and to encourage them to grow their clients’ business by:
- Providing information on carrier administrative procedures, product availability, and the value each creates for the customer.
- Offering guidance in selecting the best solution while driving sales.
- Placing outbound sales calls; following up on requests for proposals and contacting new agents/brokers to drive sales.
- Coordinating new business quote requests and proposal outputs with Proposal Consultants.
- Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
- Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
- Driving agents to apply the appropriate technology solution as needed to assure safe, secure, and paperless sales administration.
- Involving BSE as appropriate with assistance in closing new cases and adding product lines.
- Assisting agents/brokers in presenting our products to clients by joining client/broker calls.
- Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
- Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
- Coordinate with partner carrier resources as needed to maximize results.
- Adhere to the CRC Benefits confidentiality standards of information.
- Occasional long, irregular hours during peak times.
- Resolve conflicts, solve problems, and provide feedback to management.
- Other duties as assigned by management.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- HS Diploma or GED equivalent (required)
- 2+ years professional experience in a related selling environment preferably with a health insurance broker or carrier office (required)
- Associate’s Degree (preferred)
CERTIFICATIONS, LICENSES, REGISTRATIONS
- Active Life & Health License required
FUNCTIONAL SKILLS
- Solid understanding of insurance products preferably attained through working in an insurance marketing or selling program
- Good knowledge of carrier plan features, benefits, and underwriting guidelines
- Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
The annual base salary for this position is $55,000 - $75,000.
Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
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