Benefits Sales Executive

🕒 June 12

🏄 California – Remote

🏄 California – Remote

💵 $90k - $130k / 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 relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition • Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth • Recruit and train new agents to BenefitMall by promoting BenefitMall’s 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, and expanded understanding of BenefitMall’s 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 • Educate and train agents on carrier administrative procedures, product availability, and the value each brings to the customer • Host strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary • Utilize 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 • Develop strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data • Resolve conflicts, solve problems, and provide feedback to management

🎯 Requirements

• HS Diploma or GED equivalent (required) • 3+ years’ experience in a related insurance/employee benefit medical sales role (required) • Associate’s Degree (preferred) • In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role • 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