Account Executive

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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CRC Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1982

🏨 Hospitality

🏭 Manufacturing

📦 Logistics

Hospitality • Manufacturing • Logistics

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

• Provide a seamless customer experience from sales through service delivery • Serve as the single point of contact for assigned broker firms • Resolve customer service issues through telephone and email • Provide accurate information and solutions regarding benefit administration, enrollment changes, ID cards, and effective dates • Identify and coordinate with relevant internal departments • Escalate customer issues through appropriate channels for timely resolution • Keep customers informed about support-case status and outcomes • Educate customers about CRC Benefits services • Follow up routinely on service issues and adapt support to changing customer needs • Resolve conflicts, solve problems, and provide feedback to management • Research carrier administrative procedures, product availability, and product details • Learn and explain customer-facing products and internal system processes • Deliver elevated service to existing growth brokers and new brokers • Own customer loyalty and use data and metrics to guide customer behaviors • Maintain confidentiality of company information • Maintain phone and electronic service goals • Participate in regular team meetings and contribute to customer satisfaction • Perform other duties assigned by management

🎯 Requirements

• Associate degree or equivalent • 2+ years of experience in a related selling or priority customer support environment • Working knowledge of medical conditions and terminology and insurance products • Prior experience handling multiple customer service issues • Effective verbal and written communication with internal and external personnel • Knowledge of carrier plan features, benefits, HIPAA laws and guidelines, and underwriting guidelines • Ability to read, analyze, and interpret Explanation of Benefits (EOB) • Ability to read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts • Understanding of insurance products, preferably through insurance marketing or selling experience • Familiarity with security measures for Personal Health Information (PHI) • Ability to work in and contribute to a positive team environment • Ability to complete tasks on time while managing multiple tasks simultaneously • Strong knowledge of Microsoft Word, Excel, Outlook Exchange, Microsoft Edge, and Google Chrome • Life and Health Insurance License preferred • Ability to work occasional long, irregular hours during peak times • Ability to sit, frequently speak and hear, occasionally stand, walk, bend, crawl, and kneel, and lift up to 25 lbs

🏖️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance • Tax-advantaged savings accounts • 401(k) plan with company match • Paid company holidays • Vacation and sick days • New parent leave • Restricted stock units for eligible positions • Deferred compensation plan for eligible positions • Learning and leadership development programs • Remote work from home • Competitive compensation