[Hiring] Account Executive @CRC Group

Role 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.

Key Responsibilities

• 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 on service issues and renewals.
• Listen to 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.

Qualifications

• Associates degree preferred, along with a minimum of two (2) years’ experience in a related benefits selling environment.

Requirements

• 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.

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 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.