Job Description

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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 owner of the sales processes from quote through enrollment with assigned broker firms for Large Group business. Develop an intimate knowledge of the market, broker firms, and carrier partner capabilities to assist in developing winning sales strategies at the case level.
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.

Required Responsibilities:

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.
• Review RFP submissions and work with BSEs to develop a execute a quoting strategy for each case.
• 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; provide broker client ready proposals
• Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to increase new sales opportunities by:
  • Conducting regular follow-up calls to agents/brokers, to understand customer needs and build strategies to meet them.
  • 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; prepare necessary enrollment documents/benefit booklets.

• Adhere to CRC Benefits 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.

Required Qualifications:

• Associates degree or equivalent required.
• 4+ years professional experience in related selling, account management or servicing large group benefits.
• Knowledge of large group carrier plan features, benefits for both medical and non-medical/ancillary plans.
• 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.
• 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 $75,000.00 - $90,000.00.

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.

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify