Benefits Inside Retention Representative

Job not on LinkedIn

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Market and generate sales of insurance products through existing agents/brokers • Work with POD members to renew business, focusing on retention and upselling opportunities • Coordinate retention and new sales activity with the PEO Specialist • Maintain knowledge of PEO industry markets, products, and legal environments • Service agent/broker renewals and encourage client business growth • Provide information on PEO administrative procedures, product availability, and customer value • Recommend strategies to renew and place new business • Place outbound renewal calls and follow up on renewal proposals • Conduct follow-up calls to maintain accounts and market services • Involve the Benefits Sales Executive in closing new cases and adding product lines • Assist agents/brokers with client presentations by joining calls • Organize and send Requests for Proposals to PEO partners • Follow up with brokers for missing RFP information • Prepare finalist presentations for brokers and clients • Arrange technology presentations for brokers and clients • Use Salesforce, Zoom, and other internal systems for activity tracking and metrics • Coordinate with partner PEO resources and manage renewal data • Resolve conflicts, solve problems, and provide feedback to management • Perform other duties assigned by management

🎯 Requirements

• HS Diploma or GED equivalent required • Associate degree preferred • 2+ years professional experience in a related selling or telemarketing environment • Understanding of insurance and PEO products, preferably attained through working in a PEO marketing or selling program • Good knowledge of PEO plan features, benefits, and underwriting guidelines • Active Life & Health License must be obtained within 90 days of employment • Strong knowledge of Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook Exchange • Proficient in web browsers, specifically Google Chrome • English language fluency required • Ability to work occasional long, irregular hours during peak times • Ability to sit, frequently speak and hear, and occasionally stand, walk, bend, crawl, kneel, and lift up to 25 lbs. • Must adhere to BenefitMall confidentiality standards of information

🏖️ 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 • Competitive compensation • Retirement plans