Sales Representative, Large Group Benefits

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🕒 il y a 20 jours

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of CRC Insurance Services

CRC Insurance Services

1001 - 5000 employés

Fondée en 1982

⚕️ Assurance santé

Insurance • Healthcare Insurance • Construction

CRC Insurance Services est une société de courtage en assurance à service complet, spécialisée dans les solutions d'assurance de gros. Elle offre une large gamme de services incluant la couverture de biens, de responsabilité civile et de responsabilité professionnelle, visant à fournir des solutions sur mesure pour divers secteurs tels que la construction, la santé et l'environnement. En tirant parti d'un accès étendu au marché et d'une expertise pointue, CRC vise à répondre aux besoins uniques de ses clients, en veillant à ce qu'ils bénéficient d'une protection et d'un soutien d'assurance optimaux.

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 • Review RFP submissions and work with BSEs to develop a quoting strategy for each case • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide value-added service to agents/brokers • Create and maintain spreadsheets for large group sales proposals; provide broker client ready proposals • Conduct regular follow-up calls to agents/brokers to understand customer needs and build strategies to meet them • Provide information on carrier administrative procedures and product availability • Pre-screen individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates • Assist agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed • Adhere to CRC Benefits confidentiality standards of information • Other duties as assigned by management

🎯 Exigences

• 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 and benefits for both medical and non-medical plans • Experience with financial and underwriting principles 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

🏖️ Avantages

• 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, sick days, and new parent leave • Potential eligibility for restricted stock units and/or a deferred compensation plan

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