CRC Benefits - Inside Sales Representative, Large Group Benefits (Remote)

CRC Insurance Services, Inc.; Oakland (CA); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading insurance services provider is seeking an experienced individual for a remote role focusing on large group business. The candidate should have over four years of experience in group health insurance and a strong knowledge of plan features. Responsibilities include developing relationships with broker firms and collaborating with sales teams to enhance service delivery. This position offers a competitive salary and a robust benefits package.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Qualifications

• 4+ years professional experience in a related group health insurance selling environment.
• Strong knowledge of large group carrier plan features and benefits.
• Active Life & Health License required.

Responsibilities

• Understand products and processes for agents/brokers.
• Maintain knowledge of insurance industry to provide value-added service.
• Work with Sales Executives to service agents/brokers.

Skills

Knowledge of large group carrier plan features

Experience with financial and underwriting principles

Strong knowledge of Microsoft Office

Education

Associate’s degree or equivalent

Job description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. 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. Send an email to Accessibility ([e-mail]?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Be the overarching relation with assigned broker firm with respect to Large Group business. Develop an intimate knowledge of the broker firm and broker book of business.

While this role is remote, ideal candidates will reside in California to help support our Northern California Sales teams. 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.

At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes.

• SLA metrics for Broker Retention and cross sell additional lines of coverage.

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

• Creating and maintaining spreadsheets for large group sales proposals.

• Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to increase new sales opportunities by:

• Conducting regular follow-up calls to agents/brokers, to understand customer needs and build strategies to meet them.

• Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products.

• Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates.

• Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed; prepare necessary enrollment documents/benefit booklets.

• Adhere to the CRC Benefits confidentiality standards of information.

• Occasional long, irregular hours during peak times.

• Resolve conflicts, solve problems, and provide feedback to management.

• Other duties as assigned by 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.

• 4+ years professional experience in a related group health insurance selling environment.

• Strong knowledge of large group carrier plan features, benefits for both medical and non-medical/ancillary plans.

• Associate’s degree or equivalent.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• Active Life & Health License.

FUNCTIONAL SKILLS

• Experience with financial and underwriting principals involved with large group health insurance plans.

• Strong knowledge of self-funded, level funded, or alternate funded group health insurance plans.

• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook.

The annual base salary for this position is $80,000 - $100,000.

General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

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.