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About the Role

The Account Executive is responsible for retention of co-broker small employer group accounts by maintaining relationships with clients and health insurance carrier representatives, and suggesting new lines of coverage. This is a fully remote position, requiring candidates to be licensed and reside in the central or eastern time zones.

Responsibilities

• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients.
• Manage the renewal process for assigned clients.
• Meet with client and/or producer to present the renewal and support documents to gain acceptance of the renewal or commitment to go to market for alternate options.
• Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
• Provide routine follow-up on service issues and renewals.
• Build and maintain key client and carrier relationships, by phone, e-mail and in person.
• Enroll clients in Employee Benefits communication tools. Demonstrate use of the tools with clients. Introduce resources to new clients and existing clients at renewal.
• Continually seek cross-selling opportunities and suggest new lines of coverage.
• Conduct group meetings/webinars to further educate our customer base on the services we provide.
• Maintain a good understanding of the Company’s products and processes and how clients interact with these products and processes.
• Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
• Listen to the client’s ideas, resolving conflicts, solving problems, and providing timely feedback to the client.
• Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.

Requirements

• Insurance Producer’s License required.
• Associates degree preferred.
• Minimum of two (2) years of experience in small group employee health benefits.
• Good knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products, preferably attained through working with a group health insurance broker or carrier.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange.
• Proficient with various web browsers, most notably Google Chrome and Microsoft Edge.
• Communicate with all levels of internal and external personnel, both verbally and in writing.
• Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
• Develop and maintain good working relationships.
• Determine when issues need to be escalated to a higher level.
• Work in and contribute to a positive team environment.
• Manage multiple responsibilities simultaneously.
• Candidates must be licensed and currently live in the central or eastern time zones.

Skills

• Managing a high volume of business
• Strong multitasking skills
• Strong organizational skills
• Excellent communication
• Collaboration
• Relationship-building
• Adaptability to change
• Adoption of technology

Location

• Remote

Work Type

• Fully remote
• Regular

Experience Level

• 2 years of experience in small group employee health benefits

Education Level

• Associates degree preferred

Salary/Compensations

• $70,000.00 - $80,000.00

Benefits

• Monthly bonuses for performance
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• AD&D insurance
• Tax-advantaged savings accounts
• 401(k) plan with company match
• Generous paid time off programs
• Company holidays
• Vacation days
• Sick days
• New parent leave
• Restricted stock units (eligible positions)
• Deferred compensation plan (eligible positions)

About the Company

• CRC Benefits (formerly BenefitMall) is an industry-leading provider of benefits services.
• Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation.
• CRC Benefits earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight.
• CRC Group is committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional.
• Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support.

Equal Opportunity

• CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
• CRC Group is a Drug Free Workplace.
• EEO is the Law
• Pay Transparency Nondiscrimination Provision
• E-Verify