CRC Benefits - Account Executive - Employee Benefits (Remote)

CRC Insurance Services, Inc.; Towson (MD); Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

CRC Group is seeking an Account Executive for a fully remote position with strong knowledge of MidAtlantic group benefits and an active Life & Health license. The role centers on retaining co-broker small employer accounts, managing renewals, and expanding coverage options through relationships with clients and carriers.

The ideal candidate will have experience in small group health benefits, broker background preferred, and the ability to adapt to a fast-growing organization.

Qualifications

• Active Life & Health license is required.
• Associates degree preferred; at least two years of experience in small group employee health benefits.
• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products, preferably via a group health insurance broker or carrier.
• Proficient with Word, Excel, Outlook and web browsers like Chrome and Edge.

Responsibilities

• Represent Company services to maintain client relationships and growth.
• Manage renewals for assigned clients.
• Meet with clients or producers to present renewals and options.
• Provide information on carrier procedures and product availability.
• Follow up on service issues and renewals.
• Build and maintain client and carrier relationships by phone, email, and in person.
• Enroll clients in Employee Benefits communication tools and demonstrate usage.
• Seek cross-selling opportunities and suggest new lines of coverage.
• Conduct group meetings/webinars to educate customers on services.
• Maintain knowledge of Company products and processes.
• Develop knowledge of insurance markets, products, and regulations.
• Listen to client ideas, resolve conflicts, and provide timely feedback.
• Participate in team meetings and support overall customer satisfaction.
• Physical: sit, speak, hear; may lift up to 25lbs.

Skills

Life & Health license

Multitasking

Communication

Relationship building

Team collaboration

Microsoft Office

Education

Associate degree

Tools

Microsoft Office

Job description

Baltimore, MD

Norfolk, VA

Buffalo, NY

Rochester, NY

Towson, MD

Virginia Beach, VA

Chesapeake, VA

Newark, NJ

Jersey City, NJ

Richmond, VA

New York, NY

Full time

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Account Executive is responsible for retention of co-broker small employer group accounts by maintaining relationships with clients/health insurance carrier representatives and suggesting new lines of coverage.

This is a fully remote position; however, successful candidates must have strong knowledge of MidAtlantic group benefits and an active Life & Health license to be considered.

The Account Service Division (ASD) at CRC Benefits partners with insurance brokers to manage existing books of business. The ideal candidate has an active license and extensive experience in small group benefits, preferably with a broker background. Skills required to be successful in this position are managing a high volume of business, strong multitasking and organizational skills. We need an excellent communicator who collaborates well in a team environment, enjoys relationship-building, and who is able to adapt to change and adopt technology in a fast-growing organization.

At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. As a result of listening to our employees, CRC Benefits earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

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 - $120,000.

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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.