CRC Benefits - Broker Sales Executive – Individual Medical Benefits (Remote)
CRC Insurance Services, Inc., Jacksonville, FL, United States
As part of our team, you will market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients in the individual and senior market.
This is a remote role. 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.
KEY RESPONSIBILITIES
Drives increased sales and company growth by developing positive business relationships with agents/brokers.
Maintains an in‑depth understanding of the company’s products and processes and how agents/brokers interact with these products and processes.
Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value‑added service to agents/brokers.
Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service agents/brokers and to encourage them to place their clients’ business with the company by:
Conducts regular follow‑up and prospective calls to agents/brokers, both in office and on‑site to maintain current accounts and market company services.
Accurately and efficiently processes agent’s requests for quotations and proposals.
Provides information on carrier administrative procedures and product availability, and directs selection of appropriate group products.
Pre‑screens individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
Aids agents/brokers in obtaining sales materials and supplies.
Assists agents/brokers in presenting company products to clients by attending client/broker meetings and enrollment meetings.
Resolves escalated issues by resolving conflicts, solving problems, and providing feedback to company management.
Actively participates in team meetings, providing input to contribute to the team’s overall success.
Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration.
Occasional vehicular travel.
Occasional long, irregular hours and possible travel.
Ability to work overtime during 4th‑quarter busy time.
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
EDUCATION AND EXPERIENCE
3+ years’ experience in a related individual and/or Medicare insurance sales role (required).
Associate’s Degree (preferred).
CERTIFICATIONS, LICENSES, REGISTRATIONS
Life/Health Agent’s License (required).
FUNCTIONAL SKILLS
In‑depth knowledge of individual and senior medical insurance products preferably attained through working in an insurance marketing or selling role at a carrier or broker office.
Communicates effectively with all levels of internal and external personnel, both verbally and in writing.
Reads, comprehends, and interprets moderately complex documents including sales, underwriting, and company guidelines.
Develops and maintains good working relationships and provides positive customer service.
Analyzes and resolves problems to assist agents/brokers in presenting the best solution to prospective clients.
Determines when situations need to be escalated to company management.
Works in and contributes to a positive team environment.
Manages multiple responsibilities simultaneously.
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.
EEO STATEMENTS 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E‑Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E‑Verify_Participation_Poster_ES.pdf)
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This is a remote role. 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.
KEY RESPONSIBILITIES
Drives increased sales and company growth by developing positive business relationships with agents/brokers.
Maintains an in‑depth understanding of the company’s products and processes and how agents/brokers interact with these products and processes.
Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value‑added service to agents/brokers.
Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service agents/brokers and to encourage them to place their clients’ business with the company by:
Conducts regular follow‑up and prospective calls to agents/brokers, both in office and on‑site to maintain current accounts and market company services.
Accurately and efficiently processes agent’s requests for quotations and proposals.
Provides information on carrier administrative procedures and product availability, and directs selection of appropriate group products.
Pre‑screens individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.
Aids agents/brokers in obtaining sales materials and supplies.
Assists agents/brokers in presenting company products to clients by attending client/broker meetings and enrollment meetings.
Resolves escalated issues by resolving conflicts, solving problems, and providing feedback to company management.
Actively participates in team meetings, providing input to contribute to the team’s overall success.
Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration.
Occasional vehicular travel.
Occasional long, irregular hours and possible travel.
Ability to work overtime during 4th‑quarter busy time.
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
EDUCATION AND EXPERIENCE
3+ years’ experience in a related individual and/or Medicare insurance sales role (required).
Associate’s Degree (preferred).
CERTIFICATIONS, LICENSES, REGISTRATIONS
Life/Health Agent’s License (required).
FUNCTIONAL SKILLS
In‑depth knowledge of individual and senior medical insurance products preferably attained through working in an insurance marketing or selling role at a carrier or broker office.
Communicates effectively with all levels of internal and external personnel, both verbally and in writing.
Reads, comprehends, and interprets moderately complex documents including sales, underwriting, and company guidelines.
Develops and maintains good working relationships and provides positive customer service.
Analyzes and resolves problems to assist agents/brokers in presenting the best solution to prospective clients.
Determines when situations need to be escalated to company management.
Works in and contributes to a positive team environment.
Manages multiple responsibilities simultaneously.
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.
EEO STATEMENTS 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E‑Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E‑Verify_Participation_Poster_ES.pdf)
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