Remote Account Executive – Small Group Benefits

CRC Group; Oregon; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Paid time off

Job summary

CRC Group is seeking an Account Executive for its CRC Benefits ASD team to retain small employer group accounts and strengthen broker/carrier relationships. The role requires an active Life & Health license and strong knowledge of Maryland and/or Virginia small group benefits.

This is a fully remote position with a focus on client retention and renewal management. The Account Service Division collaborates with brokers to manage existing books of business, handling renewals, cross-selling

Qualifications

• Active Life & Health License is required.
• Associates degree preferred, along with a minimum of two years of experience in small group employee health benefits.
• Strong knowledge of carrier plan features, benefits, and underwriting guidelines.

Responsibilities

• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with clients.
• Manage the renewal process for assigned clients.
• Meet with client and/or producer to present the renewal and support documents to gain acceptance of the renewal or commitment to go to market for alternate options.
• Provide information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
• Provide routine follow-up on service issues and renewals.
• Build and maintain key client and carrier relationships, by phone, e-mail and in person.
• Enroll clients in Employee Benefits communication tools. Demonstrate use of the tools with clients. Introduce resources to new clients and existing clients at renewal.
• Continually seek cross-selling opportunities and suggest new lines of coverage.
• Conduct group meetings/webinars to further educate our customer base on the services we provide.
• Maintain a good understanding of the Company's products and processes and how clients interact with these products and processes.
• Develop increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to clients.
• Listen to the client's ideas, resolving conflicts, solving problems, and providing timely feedback to the client.
• Actively participate in team meetings, providing input to contribute to the team's overall success in achieving customer satisfaction.

Skills

Life & Health License

Associates degree

Small group benefits knowledge

Microsoft Office

Communication

Client relationship management

Education

Associates degree

Tools

Word

Excel

Outlook

Job description

CRC Group is seeking an Account Executive for its CRC Benefits ASD team to retain small employer group accounts and strengthen broker/carrier relationships. The role requires an active Life & Health license and strong knowledge of Maryland and/or Virginia small group benefits.

This is a fully remote position with a focus on client retention and renewal management. The Account Service Division collaborates with brokers to manage existing books of business, handling renewals, cross-selling