Remote Account Executive - Small Group Benefits

CRC Group; New York (NY); Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life, disability, and AD&D insurance

401(k) with company match

Paid time off (Holidays, vacation, PTO

New parent leave

Job summary

CRC Group is seeking an Account Executive for a fully remote role focused on retaining and growing small employer group accounts. The ideal candidate will hold an active Life & Health license and bring strong knowledge of Maryland or Virginia small group benefits, with broker experience preferred.

The role requires excellent communication, multitasking, and relationship-building skills to manage renewals, client meetings, and cross-selling opportunities within a fast-growing organization.

Qualifications

• Active Life & Health License is required.
• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
• Understanding of insurance products, preferably via a group health broker or carrier.
• Experience with high-volume client management and renewal processes.

Responsibilities

• Represent company services professionally to maintain sales and growth with clients.
• Manage renewals for assigned clients and present renewal options.
• Meet with clients/producers to present renewals and support documents for acceptance or market alternatives.
• Provide information on carrier procedures and product availability; guide product selection.
• Follow up on service issues and renewals; maintain client and carrier relationships by phone, email and in person.
• Enroll clients in Employee Benefits communication tools and demonstrate their use.
• Identify cross-selling opportunities and introduce new lines of coverage.
• Conduct group meetings/webinars to educate clients about CRC Benefits offerings.

Skills

Multitasking

Relationship-building

Communication

Organizational skills

Team collaboration

MS Office proficiency

Education

Associates degree preferred

Tools

MS Office Suite

Job description

CRC Group is seeking an Account Executive for a fully remote role focused on retaining and growing small employer group accounts. The ideal candidate will hold an active Life & Health license and bring strong knowledge of Maryland or Virginia small group benefits, with broker experience preferred.

The role requires excellent communication, multitasking, and relationship-building skills to manage renewals, client meetings, and cross-selling opportunities within a fast-growing organization.