CRC Benefits - Benefits Sales Executive (Remote)

CRC Insurance Services, Inc.; Memphis (TN); Hybrid; USD 60,000 - 90,000; Full time

Job summary

CRC Benefits is seeking a high-energy sales-focused professional to recruit and train agents, drive revenue growth, and coordinate cross-team sales and retention activities. The role emphasizes building strong broker relationships and leveraging technology such as Salesforce and Zoom to maximize performance.

The candidate should have 3+ years in health insurance sales, hold an Active Life & Health License, and be prepared for a remote role based in Memphis, TN, with licensing in the Memphis

Qualifications

• HS Diploma or GED required; Associate's Degree preferred
• 3+ years in health insurance/employee benefit sales required
• Active Life & Health License required
• Strong relationship-building and communication skills

Responsibilities

• Recruit and train new agents to CRC Benefits and promote value proposition
• Develop revenue growth strategies with agents/brokers
• Work in a team sales environment to coordinate sales and retention activity
• Lead POD to service agents/brokers’ business and grow client base
• Educate agents on carrier procedures, product availability, and value to customers
• Host strategy calls with POD to discuss priorities, quotes, renewals and schedules
• Utilize Salesforce, Zoom, and other systems for tracking and metrics
• Market to agents/brokers and coordinate in-field activities to close sales and renewals
• Develop agency strategies to drive technology adoption and secure data transfer

Skills

Agent recruitment and development

Revenue growth strategy

Relationship building

CRM & sales platforms (Salesforce)

Education

HS Diploma or GED

Associate's Degree preferred

Tools

Salesforce

Zoom

Microsoft Office

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

Please review the following job description

At CRC Benefits, 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.

Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition. Develop an intimate knowledge of the broker firm and broker book of business to leverage CRC Benefits (formerly BenefitMall) capabilities to maximize revenue growth.

This is a remote role; however, successful candidates will live in and be licensed in Memphis, TN and reside in the greater Memphis area.

KEY RESPONSIBILITIES

• Recruit and train new agents to CRC Benefits by promoting our unique experience through deep,trusted relationships powered by the industry’s best technology solutions.
• Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of our specialized services.
• Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience.
• Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by:
• Educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer.
• Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary.
• Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.
• Effectively market to agents/brokers and encourage them to place their clients’ business with us by:
• Coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. Provide "just in time" sales expertise to maximize results.
• Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.
• Coordinate with partner carrier resources as needed to maximize results.
• Adhere to CRC Benefits’ confidentiality standards of information.
• Occasional long, irregular hours during peak times.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs.
• Resolve conflicts, solve problems, and provide feedback to management.

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.

• HS Diploma or GED equivalent is required but an Associate's Degree is preferred
• 3+ years of experience in a related health insurance/employee benefit sales role is required

CERTIFICATIONS, LICENSES, REGISTRATIONS

• Active Life & Health License is required

FUNCTIONAL SKILLS

• In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome

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 unitsand/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.