CRC Benefits - Benefits Sales Executive (Remote)

CRC Group

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required
  • 3+ years of experience in group health insurance or employee benefits sales
  • Active Life & Health License required
  • Strong knowledge of Microsoft Office applications
  • In-depth knowledge of group insurance products from prior marketing or sales roles

Responsibilities

  • Recruit and train new agents to foster deep relationships and leverage technology.
  • Develop revenue growth strategies in collaboration with agents and brokers, focusing on sales and understanding services.
  • Coordinate sales and retention activities in a team environment for efficient benefits selling.
  • Lead a dedicated team to educate agents on products and administrative procedures, enhancing client service.
  • Market effectively to encourage agencies to place clients' business with us and adopt technology solutions.
  • Coordinate with carrier resources to optimize outcomes.
  • Handle conflicts and provide feedback to management

Benefits

  • Access to medical, dental, vision, life, disability, and AD&D insurance
  • Tax-advantaged savings accounts
  • 401(k) plan with company match
  • Generous paid time off including vacation and sick days
  • New parent leave
  • Potential for restricted stock units and deferred compensation plan
Full Job Description
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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 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 CRC Benefits' capabilities to maximize revenue growth.

This is a remote role; however, successful candidates must live in and be licensed in California. 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.

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.
• Recruit and train new agents to CRC Benefits by promoting our 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 CRC Benefits' 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:
o Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
o Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
o 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:
o Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide "just in time" sales expertise to maximize results.
o 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.
• Coordinate with partner carrier resources as needed to maximize results.
• Adhere to the company's 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.

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)
• 3+ years' experience in a related group health insurance/employee benefits sales role (required)
• Associate's Degree (preferred)

CERTIFICATIONS, LICENSES, REGISTRATIONS
Active Life & Health License (required).

FUNCTIONAL SKILLS
• 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.

The annual base salary for this position is $90,000.00 - $130,000.00.

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.

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