[Hiring] Benefits Sales Executive @CRC Group

Role Description

This position is considered fully remote; however, due to in-person meetings with health insurance brokers, qualified candidates must be licensed in and currently live in or around one of the posted California locations. Our teams 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.

This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting our value proposition. Benefits Sales Executives develop an intimate knowledge of their broker firms and their books of business to leverage CRC Benefits' capabilities to maximize revenue growth.

Responsibilities

• Recruit and train new agents to CRC Benefits by promoting CRC Benefits' 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
  • 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:
  • 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.
  • Providing “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.
  • Coordinating with partner carrier resources as needed to maximize results.
• Adhere to the CRC Benefits confidentiality standards of information.
• Occasional long, irregular hours during peak times.

Qualifications

• Active Life & Health License is required.
• HS Diploma or GED equivalent required; Associates degree preferred.
• 3+ years’ experience in a related health insurance/employee benefits sales role.
• In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role with a health insurance carrier or broker.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

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.