CRC Benefits - Account Executive - Employee Benefits (Remote)

CRC Group; Yorktown (VA); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and AD&

Disability and AD&D insurance

Paid time off & holidays

Restricted stock units

Deferred compensation plan

Job summary

CRC Group is seeking an Account Executive for a fully remote role focused on retaining co-broker small employer group accounts. You will build relationships with clients and carrier representatives, and suggest new coverage options.

The position emphasizes multitasking, organization, and excellent communication within a fast-growing benefits division. You will work with brokers to manage renewals and provide guidance on product availability and procedures.

Qualifications

• Experience in insurance brokerage or carrier environment.
• Strong communication and relationship-building skills.
• Ability to manage high-volume work and adapt to change.

Responsibilities

• Retain co-broker small employer group accounts by nurturing client relationships.
• Lead renewal discussions and present options to clients.
• Provide information on carrier procedures and product availability.
• Maintain key client and carrier relationships by phone, email, and in person.
• Collaborate with team to educate clients on services and market changes.

Skills

Relationship building

Multitasking

Organizational skills

Communication

Teamwork

MS Office proficiency

Tools

Microsoft Word

Microsoft Excel

Outlook

Chrome/Edge browsers

Job description

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.

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; The Account Service Division (ASD) at CRC Benefits partners with insurance brokers to manage existing books of business. 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.

• 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.
• Conduct group meetings/webinars to further educate our customer base on the services we provide.
• Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
• Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving customer satisfaction.
• 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.
• Manage 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; 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.