CRC Benefits - Benefits Sales Executive (Remote)

Job Overview

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 Benefit Mall capabilities to maximize revenue growth.

This is a remote role. Our teams collaborate using video and screen sharing technology, making you part of the team while enjoying the convenience of working from home.

Key Responsibilities

• Recruit and train new agents to Benefit Mall by promoting Benefit Mall’s 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 Benefit Mall’s 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:
• Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
• Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
• 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:
• 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.

• 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 Benefit Mall’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

• HS Diploma or GED equivalent (required)
• 3+ years’ experience in a related insurance/employee benefit medical sales role (required)
• Associate’s Degree (preferred)

Certifications, Licenses, Registrations

• Active Life & Health License must be obtained within 90 days of employment.
• 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.

Benefits

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.

Equal Opportunity Employer

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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