CRC Benefits - Benefits Sales Representative (Hybrid)

CRC Group; Livingston (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with company match

Paid time off

Job summary

CRC Group in Livingston, NJ seeks a benefits sales professional to coordinate new business and retention activities in a team environment. The role emphasizes client service, carrier procedures, and driving sales through outreach to agents and brokers.

Requirements include a HS diploma or GED, 2+ years in employee benefits, and an active Life & Health license. The base salary ranges from $65,000 to $80,000 with comprehensive benefits and a 401(k) plan.

Qualifications

• HS Diploma or GED required; associate degree preferred.
• 2+ years in employee benefits environment, broker or carrier experience.
• Active Life & Health License required.
• Knowledge of insurance products and underwriting guidelines.
• Proficient in Microsoft Office and web browsers (Chrome).

Responsibilities

• Coordinate new business sales activity and retention with POD members.
• Provide information on procedures, product availability, and value to customers.
• Drive sales by guiding clients to suitable solutions.
• Place outbound calls for quotes and renewals; engage agents/brokers.
• Coordinate quote requests with Proposal Consultants/SA's and brokers.
• Follow up on quotes, maintain activity, and recapture lapsed partners.
• Use internal systems (Salesforce, Zoom) for tracking and metrics.

Skills

Microsoft Office (Word, Excel, Outlook

Sales prospecting

Team collaboration

Speaking with agents/brokers

Education

HS Diploma or GED

Associate's Degree preferred

Tools

Salesforce

Zoom

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.

Required Responsibilities:

Work effectively in a team sales environment with POD members to coordinate all new business sales activity and small group retention as needed to assure the fastest, easiest, and most trusted benefits selling experience.

• Providing information on carrier administrative procedures, product availability, and the value each creates for the customer.
• Offering guidance in selecting the best solution while driving sales.
• Placing outbound sales and renewal calls; following up on requests for proposals and contacting new agents/brokers to drive sales.
• Coordinating new business quote requests, renewal quote requests and proposal outputs with Proposal Consultants/ SA's and following up for needed information with Brokers.
• Conducting regular follow-up calls to agents/brokers to maintain quote activity, re-activate lapsed partners, and market our services.
• Pre-screening level-funded groups to determine suitable products and risk adjustment factors on premium rates.
• Driving agents to apply the appropriate technology solution as needed to assure safe, secure, and paperless sales administration.
• Involving SE as appropriate with assistance in closing new cases and adding product lines.
• Assisting agents/brokers in presenting our products to clients by joining client/broker calls.

Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.

Utilize internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics.

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.

Required Qualifications:

• HS Diploma or GED equivalent is required, Associate's Degree is preferred.
• 2+ years of professional experience in an employee benefits environment, ideally with a broker or carrier.
• Active Life & Health License is required.
• Understanding of insurance products preferably attained through working in a group benefits marketing or selling program.
• Good knowledge of carrier plan features, benefits, and underwriting guidelines.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in web browsers, specifically Google Chrome.

The annual base salary for this position is $65,000 - $80,000.

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 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.