Remote Small-Group Benefits Account Specialist

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off

Job summary

CRC Group is seeking an Account Executive for remote work focused on Maryland and Virginia small group benefits. Active Life & Health license required, with 2+ years in small group benefits and broker/carrier experience. Strong client relationships and renewal management are essential.

Role includes cross-selling opportunities and webinars, with a competitive base salary and comprehensive benefits. Must be proficient in Microsoft Office and able to work independently in a fast-growing

Qualifications

• Active Life & Health license required.
• Associates degree preferred; 2+ years of small group benefits experience.
• Strong knowledge of carrier plan features and underwriting guidelines.
• Experience with group health insurance brokerage or carrier preferred.
• Proficient in Microsoft Office (Word, Excel, Outlook).

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.
• Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.

Skills

Relationship management

Communication skills

Multitasking

Organization

Microsoft Office

Education

Associates degree

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

CRC Group is seeking an Account Executive for remote work focused on Maryland and Virginia small group benefits. Active Life & Health license required, with 2+ years in small group benefits and broker/carrier experience. Strong client relationships and renewal management are essential.

Role includes cross-selling opportunities and webinars, with a competitive base salary and comprehensive benefits. Must be proficient in Microsoft Office and able to work independently in a fast-growing