CRC Benefits - Benefits Support Specialist (Temp / Remote)

206 Centerstone Ins & Fin Svc; California (MO); Hybrid; USD 30,000 - 32,000; Full time

Benefits offered by this job

Health, dental, vision, life, and AD&D

401(k) with company match

Paid time off

New parent leave

Job summary

CRC Group's CRC Benefits unit is seeking a Benefits Support Specialist to act as the operational link between brokers and carriers for health and benefits cases, handling census builds, quotes, and case installation.

This remote role requires at least 2 years of administrative experience, proficiency with Salesforce and Excel, and solid knowledge of group insurance procedures. Excellent communication and organizational skills are essential.

Qualifications

• Minimum 2 years related administrative experience.
• Proficiency in Microsoft Office, especially Excel.
• Working knowledge of Salesforce.
• Good understanding of group insurance procedures.
• Clear written and verbal communication.
• Strong attention to detail and ability to read, comprehend, and interpret enrollment, carrier, and other job-related documents.
• Strong organizational and follow-up skills; ability to manage multiple cases and deadlines simultaneously.

Responsibilities

• Monitors receipt of new and renewing cases.
• Logs cases in internal systems; including Salesforce.
• Data entry of new business and renewals in the carrier system.
• Confirms Agent/Agency appointments on new cases.
• Sends out necessary appointments to Agent/Agency and follows up through completion.
• Follows up with carrier to obtain approval and policy number; communicates approved policy to the broker.
• Assists in generation of carrier quotes.
• Maintains SOPs for censuses and installations.
• Supports special projects and performs other duties as assigned.

Skills

Written communication

Verbal communication

Attention to detail

Organization

Tools

Salesforce

Microsoft Excel

Microsoft Office

Job description

The position is described below.

Regular or Temporary: Temporary

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. The Benefits Support Specialist is the operational link between brokers and carriers for new and renewing group health and benefits cases. Working closely with Sales, New Business Analysts, and carrier partners, you will build censuses, run final quotes, install cases with carriers, and track cases from receipt through carrier approvals so brokers receive accurate, timely confirmation and no case falls through the cracks. This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

• Monitors receipt of new and renewing cases
• Handles logging all cases in/out of internal systems; including, but not limited to Salesforce
• Handles data entry of new business and renewals in the carrier system
• Confirms Agent/Agency appointments on new cases
• Sends out any necessary appointments to Agent/Agency and follows up through completion
• Follows up with carrier to obtain carrier approval and policy number; communication of approved policy to the broker
• Assists in generation of carrier quotes
• Handles COBRA
• Maintains the standard operating procedures (SOPs) for censuses and installations
• Supports special projects and performs other duties as assigned
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25 lbs

• A minimum of 2 years related administrative experience
• Proficiency in Microsoft Office, especially Excel
• Working knowledge of Salesforce
• Good understanding of group insurance and carrier procedures
• Knowledge of insurance sales submission requirements
• Clear written and verbal communication with internal teams, agents, brokers, and carrier representatives
• Strong attention to detail and ability to read, comprehend, and interpret enrollment, carrier, and other job-related documents
• Strong organizational and follow-up skills; ability to manage multiple cases and deadlines simultaneously
• Type a minimum of 30 words per minute
• Develop and maintain good relationships at all levels within the company and with agents, brokers, and/or carrier representatives
• Ability to build and maintain productive relationships at all levels and contribute to a positive team environment

The hourly base salary for this position is $22.00 - $23.00.

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.