Remote Account Exec - Small Group Benefits Specialist

CRC Insurance Services, Inc.; Baltimore (MD); Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Fully remote position

Top Workplaces USA award

Great Place To Work Certified

Job summary

CRC Benefits is seeking an Account Executive to retain co-broker small employer group accounts by maintaining client relationships and advising on new coverage lines. A Life & Health license and strong knowledge of MidAtlantic benefits are essential for consideration in this fully remote role.

The Account Service Division partners with brokers to manage existing books of business. The ideal candidate has broker or carrier experience, multitasking skills, and a collaborative, tech‑savvy approach

Qualifications

• Active Life & Health License is required.
• Associates degree preferred with a minimum of two years in small‑group employee health benefits.
• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products, preferably via a group health broker or carrier.
• Proficiency with Word, Excel, and Outlook; familiarity with browsers (Chrome/Edge).
• Ability to communicate with all internal and external personnel, verbally and in writing.
• Develop and maintain good working relationships and escalate issues appropriately.
• Ability to manage multiple responsibilities and work in a positive team environment.

Responsibilities

• Represent Company services to maintain sales and grow the book of business.
• Manage the renewal process for assigned clients.
• Meet with clients/producers to present renewals and support documents.
• Provide information on carrier procedures and product availability.
• Follow up on service issues and renewals.
• Build relationships with clients and carriers by phone, email, and in person.
• Enroll clients in Employee Benefits communication tools and educate on resources.
• Seek cross-selling opportunities and new coverage lines.
• Conduct group meetings/webinars to educate customers on services.
• Understand products and processes and how clients interact with them.
• Continue to build knowledge of insurance markets and products.
• Listen to client ideas, resolve conflicts, provide timely feedback.
• Participate in team meetings and contribute to customer satisfaction.
• Physical: sit, talk, hear, and lift up to 25lbs as needed.

Skills

Active Life & Health License

Relationship-building

Communication

Team collaboration

Education

Associates degree preferred

Two years of small group employee health benefits experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

CRC Benefits is seeking an Account Executive to retain co-broker small employer group accounts by maintaining client relationships and advising on new coverage lines. A Life & Health license and strong knowledge of MidAtlantic benefits are essential for consideration in this fully remote role.

The Account Service Division partners with brokers to manage existing books of business. The ideal candidate has broker or carrier experience, multitasking skills, and a collaborative, tech‑savvy approach