CRC Benefits - Large Group Quote and Enrollment Specialist - Hybrid
CRC Group, Worthington, OH, United States
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
This role provides comprehensive sales, underwriting, and operational support for Large Group (51+) quoting and new business opportunities. Responsibilities include evaluating underwriting requirements, preparing accurate proposal documents, supporting brokers and carrier partners, and maintaining data integrity throughout the RFP and onboarding process. The position requires strong attention to detail, the ability to manage multiple competing priorities, and effective communication with brokers, carriers, and internal teams.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
Key Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Evaluates Large Group new business and add‑on risks by reviewing enrollment materials, benefit plans, census data, and medical or underwriting documentation
Uses quoting platforms and carrier tools to pull rates, benefits, and underwriting requirements and translate them into accurate proposal documents
Manages the end‑to‑end RFP process, ensuring timely, accurate, and high‑quality submissions that meet company standards
Works directly with carrier partners to request and secure underwritten quotes, confirm requirements, and ensure compliance with carrier guidelines
Generates preliminary and final quotes based on validated enrollment information and applicable underwriting rules
Enrolls new groups and members in carrier systems and verifies that all requirements are submitted and complete
Communicates with brokers to request missing information, respond to questions, and provide updates on case status and underwriting decisions
Tracks outstanding requirements and pending approvals, escalating issues when appropriate
Creates and maintains proposal templates and supporting documentation consistent with branding and compliance standards
Collaborates with sales team members to understand client needs and tailor proposal content accordingly
Demonstrates strong attention to detail when compiling benefit information, analyzing data, and presenting plan comparisons
Prioritizes and manages multiple proposals simultaneously under tight deadlines
Maintains accurate records, files, and documentation and proactively identifies potential issues
Determines when issues require escalation and uses appropriate channels to ensure timely resolution
Provides professional, timely communication with all internal and external stakeholders
Assists with projects and other duties as assigned
Education and Experience The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent required; Associate’s degree preferred
One (1) or more years of job‑related experience in underwriting, benefits administration, insurance operations, or related field
Large Group experience preferred
Certifications, Licenses, Registrations n/a
Functional Skills
Strong working knowledge of health insurance guidelines, underwriting principles, and benefit structures
Strong knowledge of Microsoft Office, including Excel, Word, and Outlook
Ability to communicate effectively with all levels of internal and external personnel, both verbally and in writing
Excellent customer service and phone etiquette with the ability to manage broker and carrier interactions
Demonstrated ability in proactive problem solving and issue resolution
Ability to manage multiple priorities under tight deadlines with strong attention to detail
Ability to work both independently and as part of a positive, collaborative team environment
General Description of Available Benefits for Eligible Employees of CRC Group:
At CRC Group, we're 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. Eligible full‑time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax‑advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers 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.
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
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
This role provides comprehensive sales, underwriting, and operational support for Large Group (51+) quoting and new business opportunities. Responsibilities include evaluating underwriting requirements, preparing accurate proposal documents, supporting brokers and carrier partners, and maintaining data integrity throughout the RFP and onboarding process. The position requires strong attention to detail, the ability to manage multiple competing priorities, and effective communication with brokers, carriers, and internal teams.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
Key Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Evaluates Large Group new business and add‑on risks by reviewing enrollment materials, benefit plans, census data, and medical or underwriting documentation
Uses quoting platforms and carrier tools to pull rates, benefits, and underwriting requirements and translate them into accurate proposal documents
Manages the end‑to‑end RFP process, ensuring timely, accurate, and high‑quality submissions that meet company standards
Works directly with carrier partners to request and secure underwritten quotes, confirm requirements, and ensure compliance with carrier guidelines
Generates preliminary and final quotes based on validated enrollment information and applicable underwriting rules
Enrolls new groups and members in carrier systems and verifies that all requirements are submitted and complete
Communicates with brokers to request missing information, respond to questions, and provide updates on case status and underwriting decisions
Tracks outstanding requirements and pending approvals, escalating issues when appropriate
Creates and maintains proposal templates and supporting documentation consistent with branding and compliance standards
Collaborates with sales team members to understand client needs and tailor proposal content accordingly
Demonstrates strong attention to detail when compiling benefit information, analyzing data, and presenting plan comparisons
Prioritizes and manages multiple proposals simultaneously under tight deadlines
Maintains accurate records, files, and documentation and proactively identifies potential issues
Determines when issues require escalation and uses appropriate channels to ensure timely resolution
Provides professional, timely communication with all internal and external stakeholders
Assists with projects and other duties as assigned
Education and Experience The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent required; Associate’s degree preferred
One (1) or more years of job‑related experience in underwriting, benefits administration, insurance operations, or related field
Large Group experience preferred
Certifications, Licenses, Registrations n/a
Functional Skills
Strong working knowledge of health insurance guidelines, underwriting principles, and benefit structures
Strong knowledge of Microsoft Office, including Excel, Word, and Outlook
Ability to communicate effectively with all levels of internal and external personnel, both verbally and in writing
Excellent customer service and phone etiquette with the ability to manage broker and carrier interactions
Demonstrated ability in proactive problem solving and issue resolution
Ability to manage multiple priorities under tight deadlines with strong attention to detail
Ability to work both independently and as part of a positive, collaborative team environment
General Description of Available Benefits for Eligible Employees of CRC Group:
At CRC Group, we're 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. Eligible full‑time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax‑advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers 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.
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
#J-18808-Ljbffr