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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:
Be the overarching relation with assigned broker firm with respect to Large Group business. Develop an intimate knowledge of the broker firm and broker book of business.
This is a remote role. 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, 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.
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.
Occasional long, irregular hours during peak times.
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
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.
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.
CERTIFICATIONS, LICENSES, REGISTRATIONS
Active Life & Health License must be obtained within 90 days of employment.
FUNCTIONAL SKILLS
Experience with financial and underwriting principals involved with large group plans.
Strong knowledge of self-funded, level funded, or alternate funded plans.
Active Life & Health License must be obtained within 90 days of employment.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
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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