Sales Representative, Large Group Benefits

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🕒 May 22

🏄 California – Remote

🏄 California – Remote

💵 $75k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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CRC Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1982

⚕️ Healthcare Insurance

Insurance • Healthcare Insurance • Construction

CRC Insurance Services is a comprehensive insurance brokerage firm specializing in wholesale insurance solutions. They offer a broad range of services including property, casualty, and professional liability coverage, focusing on providing tailored solutions for various industries such as construction, healthcare, and environmental sectors. By leveraging extensive market access and expert knowledge, CRC aims to meet the unique needs of its clients, ensuring they receive optimal insurance protection and support.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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