[Hiring] Account Executive @CRC Group

Role Description

The Account Executive is responsible for retention of co-broker small employer group accounts by maintaining relationships with clients/health insurance carrier representatives and suggesting new lines of coverage. This is a fully remote position; however, successful candidates must have strong knowledge of MidAtlantic group benefits and an active Life & Health license to be considered.

The Account Service Division (ASD) at CRC Benefits partners with insurance brokers to manage existing books of business. The ideal candidate has an active license and extensive experience in small group benefits, preferably with a broker background. Skills required to be successful in this position include:

• Managing a high volume of business
• Strong multitasking and organizational skills
• Excellent communication and collaboration in a team environment
• Relationship-building
• Ability to adapt to change and adopt technology

REQUIRED RESPONSIBILITIES:

• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients.
• Manage the renewal process for assigned clients.
• Meet with client and/or producer to present the renewal and support documents to gain acceptance of the renewal or commitment to go to market for alternate options.
• Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
• Provide routine follow-up on service issues and renewals.
• Build and maintain key client and carrier relationships, by phone, e-mail and in person.
• Enroll clients in Employee Benefits communication tools. Demonstrate use of the tools with clients. Introduce resources to new clients and existing clients at renewal.
• Continually seek cross-selling opportunities and suggest new lines of coverage.
• Conduct group meetings/webinars to further educate our customer base on the services we provide.
• 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.
• Listen to the client’s ideas, resolving conflicts, solving problems, and providing timely feedback to the client.
• 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.

Qualifications

• Active Life & Health License is required.
• Associates degree preferred, along with a minimum of two (2) years of experience in small group employee health benefits.
• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products, preferably attained through working with a group health insurance broker or carrier.
• 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.
• Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
• 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.