CRC Benefits - Account Executive - Employee Benefits (Remote)

CRC Group; Lorida (FL); A distancia; USD 85.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision insurance

401(k) with company match

Paid time off and holidays

Parental leave and other benefits

Restricted stock units / Deferred comp

Descripción de la vacante

CRC Group is seeking a qualified professional to manage renewals and represent our services to clients, ensuring growth and strong relationships. You will collaborate with producers, present renewals, and guide clients on carrier procedures and available products.

The role requires an active Life & Health license (or ability to obtain), an associate degree, and solid knowledge of plan features and underwriting guidelines. Strong Office and browser skills are essential.

Formación

• Active Life & Health License is required.
• Associates degree preferred.
• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products, preferably through a group health insurance broker or carrier.
• Strong knowledge of Microsoft Office (Word, Excel, Outlook) and browsers (Chrome/Edge).
• Communicate with all levels of internal and external personnel, both verbally and in writing.
• Read and comprehend carrier plan features and guidelines.
• Develop and maintain good working relationships.
• Determine when issues need escalation.
• Work in and contribute to a positive team environment.
• Manage multiple responsibilities simultaneously.

Responsabilidades

• Represent Company services to build client relationships and grow sales.
• Manage renewal process for assigned clients.
• Present renewal and supporting documents to gain renewal or market option commitments.
• Provide information on carrier procedures and product availability, and guidance on group products.
• Follow up on service issues and renewals.
• Maintain relationships with clients and carriers by phone, email and in person.
• Enroll clients in Employee Benefits communication tools and demonstrate use.
• Seek cross-selling opportunities and suggest new lines of coverage.
• Conduct group meetings/webinars to educate customers about services.
• Maintain understanding of Company products and processes and client interactions.
• Develop knowledge of insurance markets, products, and legal environments.
• Listen to client ideas, resolve conflicts, and provide timely feedback.
• Participate in team meetings to contribute to customer satisfaction.
• Physical requirements include seated work, speaking/hearing, standing, walking, bending, crawling, kneeling, and lifting up to 25lbs.

Conocimientos

Client relationship building

Communication

Problem solving

Multitasking

Team collaboration

Escalation management

Customer service orientation

Conflict resolution

Active listening

Educación

Associate degree

Herramientas

Microsoft Office

Google Chrome

Microsoft Edge

Descripción del empleo

REQUIRED 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.

REQUIRED QUALIFICATIONS

• Active Life & Health License is required.
• Associates degree preferred, along with a minimum of two (2) years of experience in small group employee health benefits.
• Strong 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.

The annual base salary for this position is $85,000 - $110,000.

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