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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:
This Account Executive role is responsible for 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.
This is a remote role; however, 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.
- 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.
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
- 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.
- Associates degree preferred, along with a minimum of two (2) years’ experience in a related benefits selling environment.
CERTIFICATIONS, LICENSES, REGISTRATIONS
- Insurance Producer’s License required.
FUNCTIONAL SKILLS
- 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.
- Work in and contribute to a positive team environment.
- Manage multiple responsibilities simultaneously.
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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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